Blog - Everything Money

Michael Burry Is Doubling Down on PayPal and Adobe

The man who called the 2008 housing collapse is adding to two of the market's most hated cash cows. Down 80% and 70% from their highs — is the market wrong, or is Burry?

The Capital Cycle & AI

Understanding capital cycles, and the misunderstanding investors have around the current AI cycle.

Great Businesses at 52-Week Lows: McDonald's and Mastercard

When quality companies drift to their lows for the wrong reasons, it is worth paying attention.

What Actually Matters Anymore?

"The battle field hero is not someone performing an extraordinary act, but merely the man that can do the basic things when everyone else is losing their minds"

The Three-Legged Stool: Chuck Akre's Framework for Finding Compounding Machines

16.7% annualized returns since 2009. One simple framework. Here is how Chuck Akre thinks about finding the rarest businesses in the world.

Li Lu Bought Tencent Music: The “Chinese Spotify”

Li Lu is buying Tencent Music because it may be the “Chinese Spotify” at a cheaper price, with millions of users still moving from free music to paid subscriptions.

Bill Ackman Just Bought Microsoft (Here's Why)

Pershing Square initiated a new position in MSFT at 21x forward earnings. Here is Ackman's full thesis and what the stock analyzer says about fair value today.

Which Buffett Should You Copy?

The current approach of Berkshire Hathaway and Warren Buffett differs from his early days. Should that impact which advice you adhere to?

Elite Insurance Brokers Near 52-Week Lows: Aon and Marsh

The world's two largest insurance brokers rarely trade at a discount. Here is what you need to know.

Two Giants on Sale: Is This the Moment for Home Depot and 3M?

When great businesses fall out of favor, the opportunity isn’t in the headlines — it’s in the disconnect between price and reality. Home Depot and 3M are both being questioned by the market — but are the fears justified, or overdone?

Berkshire Hathaway Annual Letter: Greg Abel Edition

For the first time in our life times Warren Buffet was a spectator at the annual meeting of shareholders for Berkshire Hathaway. Greg Abel and Ajit Jain took to the stage to field questions and discuss business operations.

Idea Generation: Buy the Consolidating Industry

There are a lot of ways to find great investments, but one that most people miss is looking at industries that are in the middle of getting smaller and more concentrated. This is called consolidation

World-Class Businesses Near 52-Week Lows (MA + V)

The global payments duopoly rarely trades at a discount. Here is a deep dive on two of the finest businesses in the world and what the stock analyzer says today.

Quality is Overrated

Nearly every investors journey starts with Buffet and trickles down into Munger who once was given credit for being the one to tell Buffet to buy "quality" companies.

Compounders Near 52-Week Lows: Berkshire & Copart

Great businesses rarely go on sale. When they do, it is worth paying attention. Here is a deep dive on two of the best near their lows.

Managing Company Financials: Where to Find Manipulation

Most business owners are not inherently deceitful but when monetary incentives are misaligned the urge to play accountings games is present.

Heads I Win, Tails I Don't Lose Much: The Dhando Investor

Mohnish Pabrai distills value investing into its simplest and most powerful form in my personal favorite book: The Dhando Investor. Here is what it teaches about assymetric bets.

Timeless Lessons I've Learned From Peter Lynch

Peter Lynch ran the Fidelity Magellan Fund for 13 years, averaged 29% annually, and beat the market in 11 out of 13 years. Today I want to share with you my biggest takeaways from his timeless insights.

SOFI Shows Signs of Trouble

SoFi hits CNL

Nick Sleep: The Greatest Investor You've Never Heard Of

921% returns. A fund closed voluntarily at its peak. And a set of investing letters so rare they were once called the Dead Sea Scrolls of finance.