1) Today, I'm expanding on a key presentation in yesterday's e-mail on my seminar on "An Introduction to Finance and Investing"... As I explained yesterday, I don't have any plans to teach another formal seminar on finance and investing like the one I gave to two dozen high school and college students (including one of […]

As we move through the holiday season, I'm sharing a "peek behind the curtain" on something I've received plenty of requests on in recent years... Ever since I taught a five-day seminar on finance and investing to two dozen high school and college students (including one of my own daughters) in 2018, friends and readers […]

It might seem odd to be spending time digging into the numbers of a company that I was less than enthusiastic about at first glance. But as I'll explain today, when it comes to Diageo (DEO) – and other stocks like it – there's an important part of the investing process behind it... In recent […]

Continuing my series on digging into five of the premier global luxury-goods companies... In my November 12 e-mail, after I took a bike tour of New Zealand's main wine-producing region, I wrote: There are more than a dozen publicly traded winemakers – most notably diversified spirits giants like Constellation Brands (STZ), Diageo (DEO), Brown-Forman (BF-B), […]

1) I'll soon be joining my good friend David Einhorn for an interview... As the founder of Greenlight Capital, David is famous in the hedge-fund business. And tomorrow, we'll be doing a live Zoom from 2:30 p.m. to 3:30 p.m. Eastern time – hosted by stock-picking website SumZero. During our conversation, David and I will […]

1) If you've been following along with me in 2024, you'll recognize the name Joby Aviation (JOBY). I've written quite a bit about the air-taxi company here in my daily e-mails this year. It's a highly innovative American company, so I'm rooting for it to succeed. And the stock has many characteristics of the "moonshots" […]

1) Regular readers know how much I enjoy following Charlie Bilello... He's the chief market strategist at wealth-management firm Creative Planning. And his always-insightful Week in Charts blog is one of my favorite sources for big-picture data. I often include excerpts and charts from the blog here in my e-mails. And earlier this week, Bilello […]

Today, let's take things a step further with Topgolf Callaway Brands (MODG)... In yesterday's e-mail, I took a look at the golf company's financials. As I mentioned, MODG shares have lost nearly 80% of their value in the past three and a half years – and they currently sit close to a 10-year low. For […]

One of my readers sent me a pitch for golf company Topgolf Callaway Brands (MODG), which caught my attention for three reasons... First, I love golf... though it doesn't love me back as much, as I hack my way around the course. I only break 100 on a good day! While I don't play as […]

1) I'm always on the lookout for extra perspective from readers that might help me change my opinion about a stock... Here in my daily e-mails, that situation cropped up with satellite-radio company Sirius XM (SIRI) – which I've still been keeping an eye on. To start off, in my October 23 e-mail I noted […]