Investing Finance

Alejandro and Michelle discussed Lowe’s, a home improvement retail company that competes with Home Depot. Marvin Ellison rose from modest means to become the president and CEO of Lowe’s in 2018 after previously being a CEO of JCPenney and a Home Depot executive vice president. Lowe’s is an omnichannel retailer that caters to professionals, renters, […]

Charlie Munger, the best friend of Warren Buffett and Vice Chairman of Berkshire Hathaway, has sadly passed away about a month before he would have been 100 on January 1st. I share my tributary thoughts including my favorite quotes by Charlie. “The best thing a human being can do is to help another human being

Alejandro and Michelle discussed Amazon, the ecommerce and AWS cloud behemoth. At the time we recorded this video, it had just been Amazon Prime Day. We shared some of our thoughts and observations but of course there is much more to Amazon than we can cover. While Jeff Bezos has already passed over the reins

Alejandro and Michelle discussed Nike, the athletic footwear and apparel company with enduring appeal to the masses. Nike has managed to maintain market share with its aspirational appeal across many generations. The Air Jordan shoe that Nike partnered with Michael Jordan has captivated many fans and has likely helped Nike dominate the shoe market and

Alejandro and Michelle discussed Casey’s, which is a chain of convenience and food stores in the midwest and south. When you visit Casey’s website, you would think it’s a pizza restaurant that competes with Domino’s or Pizza Hut. But it’s so much more and many people go there for gas or other essentials. We discussed

My friend Gabe and I discussed military companies and their plans after the Department of Defense budget came out. Gabe aka Fuhat told me about various publicly traded military companies and their works in development. Some companies have some space programs, besides SpaceX. Some of the defense stocks we discussed may have included: Northrop Grumman

My friend Gabe and I discussed the car industry including strikes, Tesla, and electric vehicles. At the time Gabe aka Fuhat and I recorded this video, the Big 3 American auto manufacturers were on strike which we discussed. These included General Motors, Ford Motor Company, and Stellantis (formerly Chrysler) at the assembly plants in Michigan,

My friend Gabe and I discussed Joel Greenblatt’s investing strategy and his stock portfolio. Gabe AKA Fuhat and I reviewed Joel Greenblatt’s Gotham Asset Management portfolio as of recent 13F filings that are publicly available online. For example you can view some of Greenblatt’s portfolio here. Joel Greenblatt is known for his Magic Formula investing

Alejandro and Michelle discussed Instacart, a grocery delivery and pickup service, which just became a public stock! Instacart’s IPO happened on September 19 with ticker symbol CART on the Nasdaq. Its Initial Public Offering was priced at $30 per share to give it an initial $10 billion valuation. Instacart was formerly known as Maplebear, and

Economists are projecting that the Fed will cut rates in the middle of 2024, potentially if a recession is happening. There’s been a lot of media coverage as to whether the Federal Reserve can achieve a “soft landing” for the American economy.To do this, the Fed would have its effective Fed Funds Rate be at