Source material behind every call on the tape.
Disclaimer: These materials are for information only, not investment advice. Neither Investing City LLC nor Infuse Partners LP accept any liability for actions taken based on this content.Let’s get right into it!NuLast week, Nu announced they initiated their first buyback …
Welcome to another edition of TSOH Weekly Roundup, which is sent on Friday at 11am ET. Each update features a Chart of the Week and a brief discussion on three news items relevant to the TSOH investable universe.Chart Of The …
From “The ‘Life Out Here’ Retailer” (April 2023):“There’s no question Tractor Supply has proven to be a fantastic long-term investment, with the stock price up ~25x over the past 15 years… As I think about a potential investment, it comes …
In late 2011, Berkshire Hathaway disclosed a ~$10.9 billion investment in IBM. When Warren Buffett revealed the new position on CNBC, Becky Quick asked, “You don’t buy tech companies; why have you been buying IBM?” Warren responded with the following:“Well, …
“We are not trying to convict a trader for being a trader. We are trying to convict a trader for being a fraudster.”I felt tremendous sympathy for Andrew Left when prosecutor Ben Balding called Andrew Left a fraudster in the …
Welcome to The Bear Cave! Our last premium articles were “Problems at Ethos Technologies (LIFE),” “The Unjust Prosecution of Andrew Left (Part 1),” and “The Unjust Prosecution of Andrew Left (Part 2).” Our next special investigation for paid readers comes …
I had previously sold off Microsoft at $460, but I think they are probably one of the biggest bargains in big tech right now: - Very favorable exposure to OpenAI(20% revenue sharing agreement and rights to their models). Even if …
Most people haven't heard of Fervo Energy. That might be about to change. Quick background: they IPO'd on Nasdaq in May 2026 at $27 — stock jumped 33% day one. They build Enhanced Geothermal Systems (EGS) — basically forcing hot …
Core PCE inflation just got released and went up from 3.3% to 3.4% so certainly not going back to the Fed's target of 2%. Headline PCE inflation even hit 4.1%. Consumer spending also came in stronger than expected. Personal consumption …
It’s called DCA for reason. I either blow up the Roth or breakeven. Never felt more confident in a company.