Must Reads

How an explosive salesman's old equation helps explain why stock market valuations are high 🧮

A crash course on return on capital and the DuPont decomposition of ROE 🧐

Feb 5 • Sam Ro, CFA

Goldman Sachs: 'We cannot emphasize enough that valuation metrics are NOT historically mean reverting' 🤯

Just because you can calculate an average doesn't mean it'll have a gravitational pull🤦‍♂️

Jan 16 • Sam Ro, CFA

There's a lot of turnover in the S&P 500 🔁

Plus a charted review of the macro crosscurrents 🔀

Jan 11 • Sam Ro, CFA

The crummy labor market is yielding a 'tenure dividend' for corporations 💰

The economy isn't working for everyone, but it's working for the stock market 📈

Jan 7 • Sam Ro, CFA

SPECIAL EDITION: TKer's 4th year reminded us what drives the stock market 📈🎂

TKer Stock Market Truth No. 5 was very relevant 📜

Oct 14, 2025 • Sam Ro, CFA

Picking a market-beating stock is far from a coin flip 🪙

A simple concept explains how a few big winners carry the market's returns 📊

Oct 3, 2025 • Sam Ro, CFA

Most stock-picking pros have been underperforming this year's market rally 🫤

New data confirms this persistent trend 📊

Sep 4, 2025 • Sam Ro, CFA

How the stock market explains why I’m not moving out of my apartment that just got flooded — again! 🚣

Plus a charted review of the macro crosscurrents 🔀

Aug 3, 2025 • Sam Ro, CFA

5 thoughts I had while chatting with smart finance podcasters 💬

Plus a charted review of the macro crosscurrents 🔀

Jul 6, 2025 • Sam Ro, CFA

Does it always make sense to think of a 20% decline in your portfolio as a loss? 🤨

Plus a charted review of the macro crosscurrents 🔀

Jun 22, 2025 • Sam Ro, CFA

Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣

Staying invested doesn't mean dismissing the risk of things getting worse 🤔

Jun 16, 2025 • Sam Ro, CFA

Sometimes, the best business decision is to change businesses 💔

Plus a charted review of the macro crosscurrents 🔀

Jun 15, 2025 • Sam Ro, CFA

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