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.
H1 2025: Market Update [Premium Subscribers]
July 6, 2025, 11:15 p.m.
Scale-Specialization Barbell Hypothesis [Premium Subscribers]
June 27, 2025, 1:58 p.m.
Steady Rates & Outlook: June 2025 FOMC Meeting Highlights [Premium Subscribers]
June 20, 2025, 2:04 p.m.
Lessons from Berkshire’s Returns [Premium Subscribers]
June 6, 2025, 2:01 p.m.
Power Laws & Winning Traits [Premium Subscribers]
May 30, 2025, 2:01 p.m.
Compounding is Stacking [Premium Subscribers]
May 23, 2025, 2 p.m.
Stock Composition and Seeking Change [Premium Subscribers]
May 16, 2025, 2:02 p.m.
Maintaining Rates Steady: Updates from the May 2025 FOMC Meeting [Premium Subscribers]
May 12, 2025, 12:15 a.m.
Gold & Currency Correlation [Premium Subscribers]
April 25, 2025, 2:02 p.m.
Revenue Mix Matters [Premium Subscribers]
April 18, 2025, 2:02 p.m.
Concentration, Selection, and Sizing [Premium Subscribers]
April 11, 2025, 2:02 p.m.
The S&P 500 Premium: Large Companies Perform [Premium Subscribers]
April 3, 2025, 2:03 p.m.
Tariff Diplomacy [Premium Subscribers]
March 27, 2025, 2:03 p.m.
Interest Rate Update after FOMC Meeting [Premium Subscribers]
March 20, 2025, 3:14 p.m.
Capex, Capital Intensity, and Cash Flow [Premium Subscribers]
March 14, 2025, 2:01 p.m.
The Value Index Paradox and Value Investing [Premium Subscribers]
March 7, 2025, 3:01 p.m.
Surprise! Change Creates Opportunity [Premium Subscribers]
Feb. 28, 2025, 3:01 p.m.
Sustainability: Investing in a Desired Future [Premium Subscribers]
Feb. 21, 2025, 3:01 p.m.
S&P 500 Index: A History of Monthly & Annual Returns [Premium Subscribers]
Feb. 7, 2025, 3:01 p.m.
Value Investing is Contrarian Investing [Premium Subscribers]
Jan. 31, 2025, 3 p.m.
Sequence of Returns [Premium Subscribers]
Jan. 24, 2025, 3:01 p.m.
Intro to Data Observability and Datadog’s Strategic Position
Jan. 17, 2025, 3:02 p.m.
Probability of Outcomes & Re-Thinking Risk-Reward Relationships [Premium Subscribers]
Jan. 10, 2025, 3:02 p.m.
The Prize and the Price [Premium Subscribers]
Jan. 3, 2025, 3 p.m.
Expectancy, Indexing, and Delayed Gratification [Premium Subscribers]
Dec. 23, 2024, 3:02 p.m.