Episode 115: The Decoupling of Walmart and Target

11/25/24 • 32 min

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In this episode I cover events leading to the divergence in stock performance between rival retailers, Walmart and Target. I also share a framework on how to evaluate a stock that has had a pullback.
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Episode 114: CAVA, One Year Later

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In this episode I review CAVA's recent quarter, my original purchase thesis along with my long term thoughts on this Mediterranean Warlock. I also touch on FOMO and the sunup in several asset types.
As a reference, listen to Episode 47, where I originally reviewed CAVA in December 2023.
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Episode 116: Year End Tax Tips For Investors

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In this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how you can minimize your exposure.
Here is a pretty comprehensive discussion on the seldom talked about Tax Gain Harvesting Strategy.
https://www.schwab.com/resource/planning-insight-tax-gain-harvesting
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]