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Latest Insights on PAY

Compounding: Bigger Than Apple’s $3 Trillion Market Cap Compounding: Bigger Than Apple’s $3 Trillion Market Cap (4-minute read) Finding quality businesses to invest in isn’t the hard part. In fact, it’s our job to do all the heavy lifting for you. Instead, the hard part for most investors is this…
Grudge Match: Why China Is My Top Pick for 2022 Grudge Match: Why China Is My Top Pick for 2022 Chinese stocks got smacked this year — by China. Other investors may be running scared, but Mike's extremely bullish on Chinese tech in 2022.
Slay the Wall Street Bullies — and the S&P 500 (3-minute read) When I first started my money management firm decades ago, I made it my business to never let Wall Street bullying happen on my watch. And that’s what I’m still doing today…
Buy the Bike, Sell the Stock (3-minute read) I knew this company would be one of the big winners of the pandemic. But there wasn’t a snowball’s chance in hell that I would buy its stock…
bitcoin economic value This Is What Bitcoin Is Worth… (3-minute read) You don’t need to be a rocket scientist to see that bitcoin is a speculation…

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