GE Aerospace Goes Vertical (Integration)
After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flipping it on its head. L…
Apple Launches New Products in Time for New CEO
While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the business, it comes as little surprise that one of the first things it announced was a major change to the …
AI Leaders Want to Slow Down Development For…
The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment. Travis, Rachel an…
When the Government Becomes Your Co-investor
The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation decisions. That has ch…
When is it a Trend? When is it Hype?
Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enthusiasm that far sur…
Diesel’s All-Time High
The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consumers could be impacted. Additionally, Warren Buffett has officially retired and the team discusses …
The Looming Constraint of the Space Industry
Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its…
Musings About the Agentic Future
Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon sees this as an existential threat.
Travis Hoium, …
When $150 Billion Looks Small
Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorization in the market’s history, it was going to make some headlines. But does that number really matter to a $5 trillion company? Lou, Rachel, and Tyler argue that NVDIA’s buyback may have been …
Private Assets Are Coming to Your Portfolio…Be Ready
For years, Wall Street has wanted to be able to sell private assets to more individual investors. This week, the Securities and Exchange Commission just made some major rule changes that could make it possible. Lou, Jon, and Tyler break down who actually benefits from these proposed changes, and wh…
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