
That's the Ticket
<July 18, 2022> There are three things I remember most about my professor in college who taught investments. First, he wasn’t a...
That's the Ticket
Bedtime For Bonzo
The Great Inventory Build
The Mullet Discount
The Inflation Headshake
Good Enough?
This is the Show
The Fed's Labor Trap
Gone With the Wind
Friends in Different Places
The Recycle Bin
Double or Nothing
Hyper Zip Code Inflation
Maintaining the Flame
Buy Things
Disappearing BOGOs
Revisiting the Miners
The Abominable Snowball
Don’t Stress It, Press It
A Generational Buying Moment
Definitions
Free Cash Flow: Free Cash Flow equals Cash from Operating Activities minus Capital Expenditures.