This article is proudly sponsored by Lake Region State College! George Soros’ Q1 2025 Portfolio: A Macro Map in Motion George Soros is famous for betting big on macro inflection points—and his Q1 2025 13F shows he’s still at it. With markets facing a storm of conflicting signals—Fed rate cut debates, sticky inflation, tech-fueled optimism, and […]
George Soros’ Q1 2025 Portfolio: A Macro Map in Motion Read More »
This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Rob Citrone’s Q1 2025 Portfolio: A Global Macro Map of Conviction Robert Citrone isn’t your average long-only equity manager—he’s one of the original Tiger Cubs and a macro specialist who’s not afraid to take concentrated, unconventional macro bets. His Q1 2025 13F shows
Rob Citrone’s Q1 2025 Portfolio: A Global Macro Map of Conviction Read More »
This article is proudly sponsored by Texas Student Media! Wingstop Is America’s Real Inflation Hedge (Because Flavor Costs Extra) Chicken Wings vs Inflation: The Real Fight of the Decade Temporarily forget gold. Forget TIPS. If you wanted to outpace inflation over the past 10 years, all you needed to do was invest in… flavor. Wingstop, the
Wingstop Is America’s Real Inflation Hedge (Because Flavor Costs Extra) Read More »
This article is sponsored by College Readiness Consulting! Why Tyson (TSN) Stock Is So Mid: A Crispy Breakdown of a Lukewarm Giant Tyson Foods (NYSE: TSN) is one of the biggest names in meat. Chicken? Check. Beef? Yep. Bacon? You bet. But when it comes to the stock, investors should have only one word to
Why Tyson (TSN) Stock Is So Mid: A Crispy Breakdown of a Lukewarm Giant Read More »
This article is proudly sponsored by Lake Region State College! Palantir (NASDAQ: PLTR) Stock Surges 8% After “Once-in-a-Generation” AI Quarter Ticker: PLTRExchange: NASDAQMarket Cap: $400+ BillionYTD Performance: +120%Sector: Artificial Intelligence / Data Analytics Palantir Technologies (NASDAQ: PLTR) just delivered what CEO Alex Karp called a “once-in-a-generation, truly anomalous quarter” — and Wall Street rewarded it with
Palantir (NASDAQ: PLTR) Stock Surges 8% After “Once-in-a-Generation” AI Quarter Read More »
This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Weyerhaeuser Is the Most Frustrating Stock in the Forest 1. A Company That’s All Wood, No Fire Weyerhaeuser owns ~10.5 million acres of timberland in the U.S. and manages ~14 million acres in Canada under long-term provincial licenses—together, that’s an area larger
Why Weyerhaeuser Is the Most Frustrating Stock in the Forest Read More »
This article is sponsored by College Readiness Consulting! Will Texas Legalize Gambling? Follow the Jets and the Billionaires The Las Vegas Sands playbook is looking a lot like Texas Hold’em—with lobbyists. Let’s cut to the chase like a blackjack dealer with no patience: Is Texas going to legalize casinos and commercial gambling? Short answer: Probably.
Will Texas Legalize Gambling? Follow the Jets and the Billionaires Read More »
This article is proudly sponsored by Lake Region State College! TWLO: The AI Messaging Backbone Built for Rate Cuts, Real Profits, and Macro Repricing Company: Twilio Inc. (NYSE: TWLO) Rating : BUY Original Thesis Date: June 2025 Everyone’s chasing shiny new AI names–that’s why I am largely doing the opposite. Meanwhile, Twilio is powering the messages
TWLO: The AI Messaging Backbone Built for Rate Cuts, Real Profits, and Macro Repricing Read More »
This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! YUM & CAH: Inflation’s Worst Enemies (And Your Portfolio’s Best Friends) Because burritos and Band-Aids don’t care about CPI prints. You’ve heard the market say “Inflation is sticky.” Fine. So let’s stick it right back—by owning companies that literally profit when prices go
YUM & CAH: Inflation’s Worst Enemies (And Your Portfolio’s Best Friends) Read More »
This article is sponsored by College Readiness Consulting! Would a Cintas-UniFirst Merger Have Passed Antitrust Review? A Legal and Economic Analysis of Horizontal Consolidation in the Uniform Rental Industry Abstract In 2023, merger discussions between Cintas Corporation and UniFirst Corporation reportedly stalled due to valuation disagreements. However, had the deal advanced, it would have triggered