Investing in value is useless if you don't get the business model right.
The most asymmetric stock I've covered yet.
Your 5 minute market recap.
A framework for understanding horizontal and vertically integrated businesses.
This isn't your run of the mill restaurant stock.
The Peloton App is now the main priority.
You can borrow my ideas, but you can't borrow my conviction.
We have some unfair advantages over the market.
I'm buying 5 stocks today.