Core Insights - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] Group 1: Company Analysis - Amazon (NASDAQ: AMZN) is highlighted as trading at a cheaper forward price-to-earnings multiple compared to Walmart (WMT) [1] - The fund aims to invest in companies that meet growth-oriented goals, indicating a focus on long-term value creation [1] Group 2: Industry Context - The article emphasizes the importance of financial literacy and breaking down complex macroeconomic concepts for better understanding among investors [1] - Amrita's experience in high-growth supply-chain start-ups and venture capital firms suggests a strong background in identifying promising investment opportunities within the tech and supply chain sectors [1]

Group 1 - The Trade Desk (TTD) is viewed as a generational "buy" opportunity despite recent investor pessimism due to a Q4 miss and short-term execution missteps [1] - Amrita, who runs a family office fund, focuses on investing in sustainable, growth-driven companies that aim to maximize shareholder equity [1] - The family fund's investment strategy is complemented by Amrita's award-winning newsletter, The Pragmatic Optimist, which emphasizes portfolio strategy, valuation, and macroeconomics [1] Group 2 - Amrita has a background in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [1] - The newsletter has gained recognition as a top finance newsletter and aims to simplify financial literacy and complex macroeconomic concepts for a broader audience [1]

Core Insights - Cboe Global Markets is celebrating the 40th anniversary of The Options Institute, which focuses on options education and financial literacy [1][2] - The Options Institute aims to enhance investor knowledge and skills, adapting its offerings to meet the needs of a growing retail trader community [2][4] Historical Context - Founded in 1985, The Options Institute initially aimed to educate professional traders on options mechanics, evolving to serve a broader audience including trading firms, advisors, and industry leaders [3][4] Educational Offerings - The Options Institute has expanded its educational resources to include on-demand and online courses, covering topics from foundational to advanced levels [4] - Courses include "Options 101," "Decision Theory," and "Practitioner's Perspectives: Options Strategies," taught by expert instructors [4] Global Expansion - The Options Institute is expanding its educational efforts internationally, launching programs in Europe and planning similar initiatives in the Asia Pacific region [7][8] - The institute is developing multilingual content to cater to diverse retail investors, with plans to introduce German and French programs in late 2025 [7] Community Engagement - A financial literacy pilot program has been introduced in partnership with schools and charitable organizations to educate students on financial topics [8] - The Options Institute collaborates with retail brokerages to enhance tailored learning experiences for investors [5][6]