THE IDEA FARM

Polls, Policies, & Profits – Your Political Playbook

Stanley Druckenmiller, Paul Tudor Jones, Jason Zweig, Bridgewater CIOs & More

📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition

Goldman Sachs and Bridgewater Illuminate the Path Forward

More Junk in the Small Cap Trunk

Africa’s Demographics, Quality, Small-Caps, Nuclear Revival, Jay Bowen & More

The Great Market Rotation

+ Raj Chetty, Naval, Guide to the Markets, Verdad, Owen Lamont & More

3Q24 Global Valuations

Obesity Overview

Europe: Opportunity or Trap?

Buying The Dip Since 1928

+ Cyan Banister, Aswath Damodaran, Fred Wilson, Mind the Gap & More

9/15

Deeeeeeep Value

Unprecedented Activism