Monday marked 121 years since the birth of Ayn Rand (b. Feb 2 1905). While relentlessly condemned and distorted by the mainstream media, Ayn Rand was one of the most important thinkers in the history of capitalism. The reason is…
Snapchat (SNAP) has been one of the worst stocks in the market over the last five years. It just hasn’t seemed to be able to get its act together. While young people seem to love the app, SNAP has been…
The positive is reducing exposure from a heavily regulated state versus CPT’s broader Sunbelt investment focus – Alexander Goldfarb, Piper Sandler Camden Property Trust (CPT) – an $11 billion Apartment REIT – is the latest REIT to decide to exit…
Chipotle (CMG) reported another disappointing quarter after the close Tuesday with -2.5% comps. For the first time ever, full year comps were negative at -1.7%. Further, they guided 2026 comps to flat. This suggests to me that with more than…
In “Mastering The Big Stack” I discussed why most players rarely acquire big stacks and therefore don’t win tournaments and the challenges of playing the big stack: balancing aggression with self preservation. But I mainly focused on self preservation and…
There is something interesting happening beneath the surface in the market right now. While the S&P is on the verge of making new all time highs above 7,000, the stocks that are really working are defensive in nature. The S&P…
Disney (DIS) has been struggling for years but I think this morning’s post-earnings selloff represents a nice entry. The stock has been consolidating for a long time and I thought the quarter was pretty good. Let’s talk about the quarter…
And the Lord said unto Cain, Where is Abel thy brother? And he said I know not: Am I my brother’s keeper? – Genesis 4:9 As an observer of human nature, it’s clear that human beings are extremely driven creatures….
Let me start this blog by saying that I am a big Pat Lyons fan. Over the years I have encountered a lot of people who say he’s not that good of a poker player or he inherited all his…
On Monday, Bridgewater Founder Ray Dalio wrote a well read article on Twitter and LinkedIn titled “Money, Civil and International War, Minneapolis, and Beyond – In Perspective”. In that article, Dalio argued that we are in the process of moving…
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