Archive - Kintsugi Investing

Is Disney's Magic Working?

Numbers are up, but stock price remains depressed

Jul 11 • Kintsugi Investing

The World Cup Playbook

Football, Fans, and Finance

Jul 4 • Kintsugi Investing

June 2026

Our Monthly Portfolio Update

Jun 27 • Kintsugi Investing

The Forgotten Third Partner of Berkshire Hathaway

One Lesson That Could Save Your Portfolio

Jun 20 • Kintsugi Investing

SpaceX's IPO Explained

Rockets, AI, and Twitter All in One Stock

Jun 13 • Kintsugi Investing

From Layoffs to Record Profits: Meta’s Wild Turnaround

AI, ads, and the future of Meta

Jun 6 • Kintsugi Investing

May 2026

Robinhood Wants to Be Your Bank, Your Broker, and Your Crystal Ball

From prediction markets to AI investing assistants

May 30 • Kintsugi Investing

Our Monthly Portfolio Update

May 28 • Kintsugi Investing

Inside Mastercard's Quiet Empire

Why Mastercard's business model is one of the most resilient structures in modern finance

May 23 • Kintsugi Investing

The Church and the Casino

What Warren Buffett said at Berkshire Hathaway’s 2026 AGM and why it still matters

May 21 • Kintsugi Investing

The Hotel Giant That Doesn't Own Hotels

Marriott just beat earnings again. How a company with almost no real estate keeps compounding like clockwork.

May 16 • Kintsugi Investing

Is the US Stock Market Too High Right Now?

The numbers say yes. But the story, as always, is more nuanced than the headline.

May 14 • Kintsugi Investing

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