Learning from Dollar Tree’s Macon Brock
Investment Masters Class “Everybody loves a bargain.” These simple words encapsulate the essence of Dollar Tree, a retail empire that has thrived over more than three decades under the strict Read More
Good (Bad) Banks, Good (Bad) Investments: An Investing Perspective
Aswath Damodaran (Musings on Markets) In my last post, I looked at banking as a business, and used a simple banking framework to advance the notion that the key ingredient Read More
Exponential Compounding Methods
Alex Barrow (Macro Ops) Hey , Choosing individual stocks without any idea of what you’re looking for is like running through a dynamite factory with a burning match. You may Read More
Aptus Musings: Economic Cycles
David Wagner (Aptus Capital Advisors) AI Investment Talk I’ve been getting a lot of questions on Artificial Intelligence lately – simply said, the best way to approach AI is not Read More
Bailey Bros. Building and Loan Association
Bailey Bros. Building and Loan Association “No, but you … you … you’re thinking of this place all wrong. As if I had the money back in the safe. The Read More
Fixing Inflation
Lyn Alden (Investment Strategy Newsletter) This newsletter examines the topic of inflation, to take a data-driven look at the causes and fixes for inflation over the past century. Inflation is Read More
Pathways to Profitability
Wednesday, February 15, 2023 Data Update 5 for 2023: The Earnings Test Aswath Damodaran As I have argued in all four of my posts, so far, about 2022, it was Read More