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Principle Driven Investing

  • We are investors, not speculators.
  • Every investment is the present value of all future cash flows.
  • If we don’t understand it, we don’t invest in it.
  • In the short run, the stock market is a voting machine. But in the long run, it is a weighing machine.
  • A great story can become a bad investment if you pay the wrong price.

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SoFi Is Down 44% in 2026. Is This a Rare Opportunity or a Warning Sign?

Revenue up 43%. Members up 35%. Earnings up 61%. Stock down 44%. SoFi's business is growing at an exceptional rate while its stock hits near multi-year lows. Here is an honest look at both sides of the debate.

Samuel Krakowski · 6 days ago

Pepsi vs. Coca-Cola: One Won the Last 30 Years. The Other Is Dominating Today.

The most surprising fact in consumer staples investing: PepsiCo outperformed Coca-Cola over 30 years. But the past decade tells a completely different story — and the reasons why matter enormously for investors today.

Samuel Krakowski · last week

Bill Ackman Carved These 8 Investing Rules Into Stone

The Eight Commandments of Pershing Square are not a simply a checklist for finding great companies. They are a system designed to prevent them from owning a bad one as well.

Samuel Krakowski · 2 weeks ago

Charlie Munger's Mind: The Mental Models That Built Berkshire

Munger's greatest lesson for us was not some stock-picking formula. It was a better way to think. Here is how he built it — and how you can use it.

Samuel Krakowski · 3 weeks ago

News

  • Japan Joins the Data Center Rush. These Stocks Can Benefit.

    1 hour ago
  • Is a tech bear market coming? A 40-year strategist's warning

    7 hours ago
  • AI Hacks Are Coming Thick and Fast and Overwhelming the Internet

    7 hours ago
  • Review & Preview: The Dow's Turn

    7 hours ago
  • Gutierrez: US Has Gone Too Far With Tariffs

    9 hours ago
  • $1,999 New iPhone 'Unfolds' During Affordability Crisis

    9 hours ago
  • Stocks, Pulled in Two Directions, Fall to End Volatile Week

    10 hours ago
  • The Plan to Put Super Dogs on the Battlefield of the Future

    10 hours ago
  • Positioned for a Rally: 5 Reasons Stocks Could Soar into Year-End

    11 hours ago
  • U.S. Stocks Fall as Oil Prices Hit Five-Month High

    11 hours ago
  • AmEx CEO says company to cut 5% of total workforce

    18 hours agoAXP -3.68%
  • Top oilfield services firm SLB beats quarterly profit estimates

    19 hours agoSLB +7.08%
  • Novartis' breast cancer drug cuts risk of death by 19% after six years, data shows

    20 hours agoNVS -3.30%
  • Moody's holds steady on France's credit rating as country grapples with turmoil and higher yields

    21 hours agoEWQ -1.01%
  • Safran posts slightly higher than expected Q3 sales

    yesterdaySAFRY -3.06%SAFRF +1.51%
  • BP, Louisiana agree to resolve Deepwater Horizon disputes

    yesterdayBP +2.54%
  • Rolls-Royce nears government subsidy deal to develop new engine in UK, FT reports

    yesterdayRYCEF -2.02%RYCEY -8.36%
  • Eni to sign up to $1.8 billion of infrastructure contracts for Cyprus gas project soon, WSJ reports

    yesterdayE +4.28%
  • Trump says Bombardier to invest $270 million in the US

    yesterdayBDRBF -4.37%BOMBF -23.37%
All news

Top movers

Daily price change. Bars compare absolute daily percentage changes within this list.

  1. 1
    RHI$45.87
    +21.74%
  2. 2
    GMAB$43.79
    +9.47%
  3. 3
    NTSK$24.28
    +9.37%
  4. 4
    VG$14.00
    +9.29%
  5. 5
    CART$56.44
    +9.21%
  • S&P 5007,622.86

    ↓ -40.57 (-0.53%)

    Quote as of Oct 23, 4:00 PM ET
    Series as of Oct 23, 2026, 3:59 PM ET
  • Dow 3052,215.16

    ↓ -652.82 (-1.23%)

    Quote as of Oct 23, 4:00 PM ET
    Series as of Oct 23, 2026, 3:59 PM ET
  • Nasdaq25,955.34

    ↓ -53.52 (-0.21%)

    Quote as of Oct 23, 4:00 PM ET
    Series as of Oct 23, 2026, 3:59 PM ET
  • Russell 20002,775.90

    ↓ -8.13 (-0.29%)

    Quote as of Oct 23, 4:00 PM ET
    Series as of Oct 23, 2026, 3:59 PM ET
  • Gold4,007.90

    ↓ -52.50 (-1.29%)

    Quote as of Oct 23, 5:00 PM ET
    Series as of Oct 23, 2026, 4:59 PM ET
  • Bitcoin USD80,645.68

    ↓ -434.30 (-0.54%)

    Quote as of Oct 24, 3:31 AM ET
    Series as of Oct 24, 2026, 3:29 AM ET
  • Nikkei 22562,693.16

    ↓ -214.68 (-0.34%)

    Quote as of Oct 23, 2:30 AM ET
    Series as of Oct 23, 2026, 3:30 PM ET
  • FTSE 10010,670.63

    ↓ -54.40 (-0.51%)

    Quote as of Oct 23, 11:30 AM ET
    Series as of Oct 23, 2026, 4:29 PM ET
  • 10-Yr Bond4.99

    ↑ 0.04 (0.75%)

    Quote as of Oct 23, 6:00 PM ET
    Series as of Oct 23, 2026, 1:59 PM ET
  • Crude Oil103.27

    ↑ 3.80 (3.82%)

    Quote as of Oct 23, 5:00 PM ET
    Series as of Oct 23, 2026, 4:59 PM ET
  • Silver53.95

    ↓ -1.06 (-1.92%)

    Quote as of Oct 23, 5:00 PM ET
    Series as of Oct 23, 2026, 4:59 PM ET
  • EUR/USD1.12

    ↓ -0.00 (-0.16%)

    Quote as of Oct 23, 5:00 PM ET
    Series as of Oct 23, 2026, 4:59 PM ET
  • GBP/USD1.34

    ↓ -0.00 (-0.22%)

    Quote as of Oct 23, 5:00 PM ET
    Series as of Oct 23, 2026, 4:59 PM ET
  • USD/JPY156.81

    ↑ 0.03 (0.02%)

    Quote as of Oct 23, 5:00 PM ET
    Series as of Oct 23, 2026, 4:59 PM ET
  • XRP USD1.29

    ↓ -0.01 (-0.67%)

    Quote as of Oct 24, 3:31 AM ET
    Series as of Oct 24, 2026, 3:29 AM ET
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