2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Wow Medpace
July 22, 2025, 5:28 p.m.
Time to add?
July 21, 2025, 1:03 p.m.
A Portfolio Discussion & The Indirect Impact of Tariffs (NOTW#52)
July 19, 2025, 1:02 p.m.
Is it time to buy ASML?
July 16, 2025, 3:48 p.m.
Tariff talk again, a $10 million handbag, and announcing the next in-depth report (NOTW#51)
July 12, 2025, 4:07 p.m.
Minimizing Uncertainty through Investment Criteria (NOTW#50)
July 5, 2025, 1:02 p.m.
🤖❄️ Cooling AI
July 3, 2025, 1:01 p.m.
The Market Played With Investors (Again!) (NOTW#49)
June 28, 2025, 1:02 p.m.
Never sell?
June 27, 2025, 12:08 p.m.
Interest Rates, Asymmetry, and Nintendo's Valuation (NOTW#48)
June 21, 2025, 2:05 p.m.
“We are retooling the business for AI-driven growth.”
June 16, 2025, 7:30 p.m.
A New Conflict (What a 5 years!) (NOTW#47)
June 14, 2025, 1:01 p.m.
Trupanion (TRUP)
June 12, 2025, 2:49 p.m.
Trump vs. Musk And Why Retail is Hard (NOTW#46)
June 7, 2025, 3:30 p.m.
How Japan became Invisible without losing Dominance
June 5, 2025, 2:23 p.m.
T.A.C.O! (NOTW#45)
May 31, 2025, 1:01 p.m.
Don't Make These Investment Mistakes
May 28, 2025, 1:03 p.m.
The Market Punishes Copart
May 26, 2025, 4:30 p.m.
The Boy That Cries Wolf and The Healthcare Industry (NOTW#44)
May 24, 2025, 12:02 p.m.
Full Steam Ahead
May 22, 2025, 11:51 a.m.
Becoming the farm's operating system
May 20, 2025, 1:39 p.m.
Unforcasteability and a Downgrade (NOTW#43)
May 17, 2025, 1:02 p.m.
Constellation’s Q1, AGM, and Valuation
May 16, 2025, 12:01 p.m.
I am selling a position
May 14, 2025, 1:09 p.m.
Nintendo: Finally looking forward
May 13, 2025, 11:25 a.m.