“This is why we invest the way we do.”
The last few weeks have been particularly head-spinning for investors. We've seen stocks setting records (both good and bad) as volatility seems like it's becoming the norm. It's sometimes difficult b...
4 Feb 202239min
2 Companies Testing Investors' Patience
This is one of those times when almost no company is going to get the benefit of the doubt from Wall Street and investors in general. Meta Platforms and Spotify are two timely examples. Meta Platforms...
3 Feb 202233min
Investing in Great Leadership
Sundar Pichai (Alphabet), Dan Schulman (PayPal), and Kevin Johnson (Starbucks) have been running their respective companies for years, giving investors a track record by which to judge them. While all...
2 Feb 202229min
Bellwether Stocks, Managing Your Investment Risk, Alphabet Preview
UPS is the largest delivery company in the world. It's also frequently mentioned as a "bellwether stock". Bill Mann analyzes the recent strength in their business, why he thinks it's already priced in...
1 Feb 202227min
Understanding Subscription Businesses, Value Investing's Bad Rap
There are a lot of reasons we love to invest in subscription businesses and high on that list is the recurring revenue model. The Wall Street Journal reports that streaming-video services are losing h...
31 Jan 202226min
The Power of Regret, with Dan Pink
"No Regrets" is a popular tattoo but a bad mindset. In his new book “The Power of Regret: How Looking Backward Moves Us Forward", best-selling author Dan Pink shares how we can apply the feeling of re...
30 Jan 202230min
Understanding Your Investing Behavior, with Tom Gardner and Morgan Housel
Most investors are not as smart as they thought they were a year ago. Fortunately, they're also not as dumb as they feel today. Morgan Housel, author of the international best-selling book “The Psycho...
29 Jan 202235min
Big Tech's Big Returns, Sports Business in the Spotlight
Apple posts record revenue. Microsoft makes its intentions clear with respect to its gaming division. Visa and American Express rise on strong results. Tesla tells Wall Street not to expect any new mo...
28 Jan 202239min
