🎙️ Why Buffett Won't Buy Nike

[5 minutes to read] Plus: Where investors are finding the best opportunities

Shawn O'Malley
June 09, 2024

Weekend edition

Together with First National Realty Partners

It’s Sunday! You’ve got a little longer to soak up some good summer vibes before the work week starts up again.

We’re soaking up summer vibes ourselves, so no deep dive today as we normally do on Sundays, but we’ve curated some of the best charts, reading, podcasts, and videos we’ve come across this week for you to enjoy.

💭 Dive in below, in 2 minutes to read.

— Matthew and Shawn

Quote of the Day

“Only those who will risk going too far can possibly find out how far one can go.”

— T.S. Eliot

Cool Charts

Together With First National Realty Partners

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Tune In

🎧 Behind The Warren Buffett Way with Robert Hagstrom

🎥 Why can’t prices just stay the same?

🎥 Why Buffett would never invest in Nike

🎧 Q2 Macro with Luke Gromen

What We’re Reading

📖 Books: The Superinvestors of Microcap by Ian Cassel

📰 Long-form articles: Netflix’s secret sauce

🗞️ Advice: The best credit cards of June 2024

Trivia

Thanks, in part, to data centers using more electricity to support AI-related technology, what's the expected compound annual growth rate in electric power demand by 2030?

(Before the rise of AI, power demand had been flat for the last decade)

Tweet of the Week

The Russell 2000 to S&P 500 ratio is now at its lowest level since October 2001.
In other words, small caps are the cheapest relative to large caps in 23 years.
Over the last decade, the S&P 500 has rallied 178%, outperforming the Russell 2000's gain of 108%.
Year-to-date,… x.com/i/web/status/1…
— The Kobeissi Letter (@KobeissiLetter)
7:15 PM • Jun 8, 2024

Final Thoughts

🔢 One Big Number: $56 billion. That’s how much multi-family real estate remains in potential distress, according to Bloomberg, following the pandemic and interest rate hikes.

See you next time!

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© The Investor's Podcast Network content is for educational purposes only. The calculators, videos, recommendations, and general investment ideas are not to be actioned with real money. Contact a professional and certified financial advisor before making any financial decisions. No one at The Investor's Podcast Network are professional money managers or financial advisors. The Investor’s Podcast Network and parent companies that own The Investor’s Podcast Network are not responsible for financial decisions made from using the materials provided in this email or on the website.