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.
Weekly Update July 14-18
July 18, 2025, 11:01 a.m.
Weekly Update July 7-11
July 11, 2025, 12:01 p.m.
Weekly Update June 30-July 4
July 4, 2025, 11:02 a.m.
About Infuse
July 1, 2025, 9:20 p.m.
About Investing City
July 1, 2025, 8:40 p.m.
Q2 2025 Letter
July 1, 2025, 8:37 p.m.
Q1 2025 Letter
July 1, 2025, 8:27 p.m.
Q4 2024 Letter
July 1, 2025, 4:30 p.m.
Weekly Update June 23-27
June 27, 2025, 11:31 a.m.
Robinhood
June 24, 2025, 11:49 a.m.
Weekly Update June 16-20
June 20, 2025, 11:58 a.m.
Weekly Update June 9-13
June 13, 2025, 11:17 a.m.
Weekly Update June 2-6 + Trade Alert
June 6, 2025, 11:51 a.m.
Weekly Update May 26-30
May 30, 2025, 11:39 a.m.
Carvana
May 27, 2025, 11:22 a.m.
Weekly Update May 19-23
May 23, 2025, 11:44 a.m.
Weekly Update May 12-16 + Trade Alert
May 16, 2025, 11:06 a.m.
Weekly Update May 5-9
May 9, 2025, 10:14 a.m.
Weekly Update April 28-May 1
May 1, 2025, 11:49 a.m.
FICO
April 30, 2025, 9:27 p.m.
Weekly Update April 21-25 + Trade Alert
April 25, 2025, 1:35 p.m.
Weekly Update April 14-18
April 18, 2025, 11:08 a.m.
Weekly Update April 7-11
April 11, 2025, 11:24 a.m.
Weekly Update March 31-April 4
April 4, 2025, 11:11 a.m.
Weekly Update March 24-28
March 28, 2025, 11:03 a.m.