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.
Book Notes: Spotify, Abundance, Nate Silver, Surgeon General
July 1, 2025, 6:19 p.m.
Weekend Digest #313: Research Notes - Unity, Coca-Cola, Estee Lauder
June 23, 2025, 12:26 p.m.
Auna: Highly Levered LatAm Health Care Provider With Potential Multibagger Upside
June 16, 2025, 12:26 a.m.
Aggressive Portfolio Buy: Group Aval (AVAL)
June 13, 2025, 7:12 p.m.
Weekend Digest: 312 (Buying BF.A Shares, Musk/Trump, Tax Bill, International Over US Stocks)
June 9, 2025, 1:48 p.m.
Weekend Digest #311: U.S. Housing, Unity, May Buy & Hold Purchases
June 2, 2025, 3:31 p.m.
Weekend Digest #310: (Sell CACI, Mexican Stock Exchange, Colombia Stocks/Election, CAAP, NU)
May 27, 2025, 2:43 a.m.
Weekend Digest #309 (UnitedHealth, Debt Rating Downgrade, DAVA/GLOB/EPAM)
May 19, 2025, 2:20 a.m.
Why I, A Former Nubank Skeptic, Am Now Looking For Shares To Triple
May 13, 2025, 7:05 p.m.
Weekend Digest #308: Elections In Canada/LatAm, Airports, TXN, INBK, WST, RHI
May 11, 2025, 5:57 p.m.
Weekend Digest #307 (Alsea/Chipotle, GDP & Recession, Tariffs, Oil, Colombian Stocks)
May 5, 2025, 3 a.m.
Market Thoughts: April 23
April 23, 2025, 12:36 p.m.
Weekend Digest #306: Tariff Impacts, Powell To Be Fired?, Why I Shorted Swiss Francs
April 22, 2025, 2:25 p.m.
Weekend Digest #305 (Tariffs, U.S. And Mexican Air Traffic, Sell CRL Buy BRKR)
April 14, 2025, 1:44 a.m.
Market Thoughts: April 10th
April 10, 2025, 1:10 p.m.
Market Thoughts: April 8th
April 8, 2025, 1:12 p.m.
Weekend Digest #304: 11 Questions About Tariffs & The Market's Response
April 7, 2025, 12:41 p.m.
Weekend Digest #303: Tariffs & Mexico Outlook, CoreWeave IPO Analysis, CAAP Earnings
March 31, 2025, 2:54 a.m.
Midweek Digest #302 (ASR, MicroStrategy, End Of GLP-1 Boom, Buy & Hold March Purchases)
March 20, 2025, 1:10 a.m.
Weekend Digest 301: The Case For CACI, PAC Earnings, Recession In 2025?, BF Earnings Reaction
March 10, 2025, 4:32 a.m.
Weekend Digest #300 (IT Outsourcers, Unity/APP, Aggressive Portfolio & Buy-And-Hold Purchases)
Feb. 24, 2025, 5:10 p.m.
Weekend Digest #299 (Argentina, STZ/Alcohol Stocks, Hormel/Seaboard, PAC, BOLSAA, AGUA)
Feb. 17, 2025, 10:33 p.m.
Weekend Digest #298 (DAVA, Mexico, Airports, Tariffs, Colombia, TFSL, BRKR, DHR, Buy & Hold)
Feb. 11, 2025, 3:28 a.m.
Weekend Digest #297 (Colombia, Mexico, CAAP, Diageo, Unity, Deepseek)
Jan. 27, 2025, 3:53 a.m.
Weekend Digest #296: (Canada, Mexico, Ecopetrol, CRL, Self-Storage)
Jan. 20, 2025, 6:15 p.m.