• The Tariff Panic

    Understanding stock market panics

    When the Dock Street investment team met this weekend, we quickly agreed on one thing, “We’ve seen this […]

  • The Uncertainty Machine

    Beware the 2nd of April

    The market hates uncertainty. And the current administration is so busy changing so many institutional assumptions that […]

  • The Age of Reasoning

    Matching capital spending with revenue


    Several trillion dollars will be spent on data centers over the next few years and […]

  • Learning from Mistakes

    Software Shake Up 

    Mistake free investing has yet to be invented. At Dock Street we have learned that it is how you […]

  • The Second Star

    Great businesses keep finding success

    Spencer and I were talking about a book he read recently called “The Star Principle” by Richard […]

  • Trump Uncertainty

    A President Like No Other

    In a couple of months we’ve gone from a President who rarely appeared before the press, to […]

  • Being Picky with Clients’ Capital

    How good is your 40th best idea?

    At Dock Street, we’re trying to own the best businesses we can find. And the […]

  • What is DeepSeek?

    A major misunderstanding

    A chatbot similar to ChatGPT was recently developed by a Chinese hedge fund and released openly to the public. […]

  • A New Golden Age of Advertising

    The most powerful advertising medium ever invented

    The original Golden Age of advertising spanned a few decades in the mid-20th century and […]

  • What We Expect

    The stock market in 2025

    As of this date, the S&P 500 is racking up another great year on top of the […]