A conversation with Gabe Marshank... How to make money from basic economics... Be 'right and unlucky'... The AI power boom... The price that needs to go higher... A company well positioned to profit... Learn more here...

"Niche Fortress" stocks are the key to long-term gains...

In yesterday's e-mail, I shared the 79-slide presentation on food-delivery service DoorDash (DASH) made by a team of three Columbia Business School students. The pitch won the $100,000 first prize at the 19th annual Pershing Square Challenge two weeks ago. It's an excellent stock idea. So today, let's take a look at the company's historical and current financials, as well as its valuation... DoorDash's stock has been on a wild ride since it went public on December 9, 2020. The IPO was priced at $102 per share, and the stock closed up 86% on the day at $189.51. It soon […]

April's hot inflation report... Energy prices are taking off... Even 'core' inflation is posing a threat... We're down 1 billion barrels of oil... How the world is bypassing the Strait of Hormuz... Trump goes to China...

The fat below your belt is shrinking your brain...

On April 30, I was one of the judges at the 19th annual Pershing Square Challenge, established by my college buddy Bill Ackman of Pershing Square Capital Management. Each year, two dozen three-person teams of first- and second-year Columbia Business School students develop stock pitches. The five finalists present to a panel of judges, which this year included me, Bill, and five others. We awarded the winning team, who pitched food-delivery service DoorDash (DASH), $100,000. The second-place team received $30,000 for their pitch on oil and gas servicer Baker Hughes (BKR). And the third-place team, who pitched energy-drink maker Celsius […]

On today's episode of Stansberry Investor Hour, George Noble expresses his bearish sentiment on Tesla... states that the average investors aren't as diversified as they think... and shares why investors should "run, not walk" away from bonds.

A 'garbage' proposal from Iran... What 'everybody' is ignoring... 'Nobody' is thinking... The AI boom keeps 'booming'... Where to put new money to work in AI now...

Basketball wasn't Michael Jordan's toughest sport...

Meta Platforms (META) has long been one of my favorite stocks... I named it – along with Alphabet (GOOGL), Amazon (AMZN), and Berkshire Hathaway (BRK-B) – as a core holding in my old firm Empire Financial Research's first newsletter on April 17, 2019. Since then, through Friday's close, they're up 241%, 546%, 192%, and 126%, respectively – an average of 276%, nearly double the 155% gain for the S&P 500 Index. Today, I want to share an in-depth discussion I had with two of my friends about Meta. Our conversation was triggered by this Wall Street Journal article that laid […]