Everything we have published

Past letters on dividend investing, business fundamentals, and the numbers behind a payout.

Dec 18, 2024

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3 min read

📈 Walmart’s Winning Streak: Redefining Retail for the Modern Age

With 43% international e-commerce growth, automation upgrades, and rising loyalty memberships, Walmart is setting the pace for modern retail.

Dec 15, 2024

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3 min read

🎯 The Spirits of Resilience: Brown-Forman’s Playbook for Steady Growth

Tariffs, competition, and economic headwinds haven’t derailed this 150-year-old spirits powerhouse—here’s how they’re doubling down on strategy and growth.

Dec 3, 2024

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3 min read

Walmart’s Price Target Bump: What It Tells Us About the Retail Giant’s Future

Analysts see steady growth and resilience, making Walmart a cornerstone for cautious investors.

Nov 16, 2024

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3 min read

Mergers, Buffett, and Trump: The S&P 500’s Energy Surge Explained

Why blocked deals, strategic pivots, and a pro-business agenda are rewriting the rules for U.S. markets.

Nov 7, 2024

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5 min read

Should You Invest Beyond Retirement Accounts? Weighing 401(k), IRA, and Brokerage Options

From company match to accessible gains, see how balancing 401(k) savings with a brokerage can give you both growth and flexibility.