The Impact of Tariffs on Semiconductors, Nvidia, and America’s Manufacturing Renaissance This post is sponsored by Seeking Alpha. For a limited time, new subscribers can get $50 off Alpha Picks. With a subscription, you will receive two data-driven stock picks each month with investment alerts. Join today to learn more. The Rise of Globalism A few days ago I wrote about Nvidia’s $500 billion investment in America. This comes at a time when companies are reinvesting back in America. Onshoring...

The Power of Monopolies I’ve studied dozens of monopolies while learning about business. When investing in high-return ideas, you quickly learn that monopolistic businesses have specific characteristics that compound returns over time. If you have played Monopoly, the board game, growing up then you might be familiar with these traits. Before diving into the world of monopolies, there are a few resources you might want to read. The first are two books about building businesses: 7 Powers and...

America’s Streaming Stack Netflix started the online streaming revolution in 2007. This was ten years after the launch of the DVD-by-mail service in 1997. If you are not in technology, you probably aren’t familiar with the challenges with online streaming. Building scalable online media businesses can be very expensive if anything goes wrong. For example, last November in 2024, Netflix experienced a significant failure during a live broadcast for the Mike Tyson vs. Jake Paul boxing match....