Library
Investment ideas, analysis of the events that move markets, books on how to judge a company, and new chapters of our novel. New pieces appear here as soon as they are published.
Coinbase’s Second ActCan the everything exchange turn a volatile industry into lasting shareholder value?
Apple’s Pricier iPad mini Comes With an ExitApple's new iPad mini costs $699, about 40% above its 2024 launch price. $AAPL's leasing push could make the increase easier to swallow. What changes when the upgrade comes with a return box?
If I Could Own Only One Stock for 10 Years, I Wouldn't Choose Berkshire HathawayWhy Microsoft’s growth potential beats Berkshire for a ten-year holding
Your Credit Card Interest Used to Be Tax-DeductibleAmerica once let taxpayers deduct credit card interest. Today's pay-in-four button offers a different incentive. What does that reveal about consumer spending—and $AFRM?
Growth Business or Great Story?Is the company really growing, and will the growth last?- Brazil's Election Shock Sends EWZ Soaring 13%: Every Brazilian Stock You Can Trade on the NYSE and NasdaqExplains Brazil’s election rally, U.S.-listed stocks, delistings and runoff risks