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Stocks
March 29, 2024
76report

American Resilience Stock Pick

An irreplaceable asset base with competitive moats and exceptional pricing power.

Ideas
March 15, 2024
76report

Free Speech and Truth-Seeking

Our takeaways from a great lecture by a great American thinker.

Politics
March 15, 2024
76report

State of the Union Fallout

Our reaction to President Biden's claims and the Republican response.

Markets
March 15, 2024
76report

When Crypto Met Deep Value

How a classic value investing opportunity contributed to Bitcoin's recovery to $70k.

Stocks
March 15, 2024
76report

Inflation Protection Stock Pick

Supply constraints and structural demand growth.

Ideas
March 1, 2024
76report

The Origins of Wokeness

We discuss two recently published books with competing interpretations of the ideology that is reshaping American life.