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Revenue Mix Matters [Premium Subscribers]

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Concentration, Selection, and Sizing [Premium Subscribers]

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The S&P 500 Premium: Large Companies Perform [Premium Subscribers]

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Tariff Diplomacy [Premium Subscribers]

March 27, 2025, 2:03 p.m.

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Interest Rate Update after FOMC Meeting [Premium Subscribers]

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Capex, Capital Intensity, and Cash Flow [Premium Subscribers]

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The Value Index Paradox and Value Investing [Premium Subscribers]

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Surprise! Change Creates Opportunity [Premium Subscribers]

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Sustainability: Investing in a Desired Future [Premium Subscribers]

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S&P 500 Index: A History of Monthly & Annual Returns [Premium Subscribers]

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Value Investing is Contrarian Investing [Premium Subscribers]

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Sequence of Returns [Premium Subscribers]

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Intro to Data Observability and Datadog’s Strategic Position

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Probability of Outcomes & Re-Thinking Risk-Reward Relationships [Premium Subscribers]

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The Prize and the Price [Premium Subscribers]

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Expectancy, Indexing, and Delayed Gratification [Premium Subscribers]

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Cash Optionality vs. Cash Drag [Premium Subscribers]

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Speed Adds Value [Premium Subscribers]

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Post-Election Reaction: Stocks Up, Vol Down [Premium Subscribers]

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Cash Flow Generation & Managing Dilution [Premium Subscribers]

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Employment Data for Economic Forecasting [Premium Subscribers]

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October Market Summary [Premium Subscribers]

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Last Year’s Return Influences Total Returns [Premium Subscribers]

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Contrarian Correctness [Premium Subscribers]

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A Good Process [Premium Subscribers]: Weekly updates on the innovation economy and market commentary.

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