Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Notes From Citizens Bancshares' Annual Meeting
May 31, 2025, 11:02 a.m.
IGT Update
May 24, 2025, 10:28 a.m.
EPC's Spring Investor Letter
May 17, 2025, 10:02 a.m.
Reading Roundup: March 2025
May 10, 2025, 10:02 a.m.
Resilience
April 26, 2025, 11 a.m.
How We Prepare for Anything, but Nothing in Particular
April 19, 2025, 10 a.m.
A Cheap Bank With a Fortress Balance Sheet
April 12, 2025, 11:03 a.m.
Independent Thinking (An Excerpt From Our Recent Letter)
April 5, 2025, 11:02 a.m.
McKesson (Excerpt From Our Upcoming Letter)
March 22, 2025, 11:01 a.m.
Reading Roundup: February 2025
March 15, 2025, 10:02 a.m.
A Private Credit Fund With Equity-Like Returns
March 1, 2025, 11:03 a.m.
A Cheap Special Situation With Multiple Catalysts
Feb. 8, 2025, 11:01 a.m.
Reading Roundup: December 2024
Feb. 1, 2025, 12:02 p.m.
A Growing QSR Royalty With A 9% Shareholder Yield
Jan. 25, 2025, 12:02 p.m.
What Are You Buying When You Buy The S&P 500?
Jan. 11, 2025, 11:01 a.m.
Reading Roundup: November 2024
Dec. 21, 2024, 11:01 a.m.
What Does Li Lu See in a Pre-Revenue SPAC?
Dec. 14, 2024, 11 a.m.
Podcast Appearance On The Stansberry Investor Hour
Dec. 7, 2024, 12:01 p.m.
Six Quick Stock Ideas From The Latest Round Of 13Fs
Nov. 30, 2024, 12:01 p.m.
Reading Roundup: October 2024
Nov. 23, 2024, noon
EPC's Fall 2024 Investor Letter
Nov. 16, 2024, 11:01 a.m.
Is Buffett Bearish?
Nov. 9, 2024, 12:01 p.m.
Comparing Retailer Moats
Nov. 2, 2024, 10:01 a.m.
British American Tobacco's Capital Markets Day And A Nicotine Industry Update
Oct. 26, 2024, 11:02 a.m.
Reading Roundup: September 2024
Oct. 19, 2024, 11:01 a.m.