• 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 […]

  • Trump Policy and the Market

    Taxes, Tariffs, and the Oil Patch

    Now that we know he will be President, what will Trump and the Republican Congress do […]

  • A New Era of Very Large Companies

    History isn’t a guide

    Dan was a history major in college and he often mentions how brief stock market “history” is compared […]

  • The Bull Market Turns Two

    Projections are Just Guesses… even the educated ones

    In late 2022 the Bear market of that year ran out of gas. The […]

  • Who’s Selling?

    Understanding the dynamics of a Correction

     

    The stock market is in the midst of a violent correction in prices. To be clear, […]