
A Net-Net With Earnings, Growth, and Optionality
Over the past quarter, we’ve steadily built a position in this under-the-radar coffee company—drawn by a compelling mix of valuation, alignment, and untapped potential.
Chase Bradley
Subscribe:.rss.atom.json.md.m3u.pls
Dormant Last read · last published · next check
Read 11 days ago and current, but nothing has been published for 16 months.

Over the past quarter, we’ve steadily built a position in this under-the-radar coffee company—drawn by a compelling mix of valuation, alignment, and untapped potential.

Understanding the Link Between the Trade Deficit and the Dollar’s Role

Surprisingly, many investments underperform over time—including bonds, stocks, and real estate.

Over the last 40 years, a lot of investment decisions were made under the same basic conditions: rates were trending down, asset prices were going up, and capital was cheap and easy to find.

The Era of Fiscal Influence: Understanding the Shift in Economic Drivers

“The best investment you can make is in something you understand.” – Warren Buffett

Jack Welch is often mentioned as one of the most well-known CEOs in modern business history.

We were made for heaven—not just a distant place, but a reality where humanity lives in perfect harmony with God and, through Him, with one another.