Latest Insights on KMX
Apple and Tesla: Is Either Worth Buying?[11-min. video]. Is the market irrationally valued? Is Apple? Is Tesla?
Google Won’t Forget You … Ever; Snap Hands Over Project Voldemort
September 24, 2019 Great StuffGone, but Never Forgotten Today, we’re going to talk about digital privacy. It’s not a sexy topic by any means. But it’s a vitally important one. Earlier today, Europe’s highest court ruled in favor of Alphabet Inc.’s (Nasdaq: GOOG) Google. The case centered on Google users’ “right to be forgotten.” At its core, “right to […]
The Trade War Truce Rally: AMD, Apple, Nvidia and Oil?
July 1, 2019 Great StuffToday’s G-20 rally is no surprise. There was no way President Donald Trump was coming out of the G-20 meeting without a win — one way or another. And he certainly got a win. I’m not talking about the pause in the trade war — that was a given. It fits Trump’s M.O. to a […]
The Real Question for the $63 Billion AbbVie-Allergan Acquisition
June 25, 2019 Great StuffI know my brain doesn’t work quite right. I wouldn’t be writing Great Stuff if it did. Today, I’m left with a burning question on AbbVie’s $63 billion cash and stock acquisition of Allergan. It’s not about the viability of the combined company. Both AbbVie Inc. (NYSE: ABBV) and Allergan PLC (NYSE: AGN) face serious […]
Double the S&P 500 With Legendary Investor Bill NygrenDuring the fund’s life, it has nearly doubled the performance of the S&P 500 Index. A $10,000 investment in the fund would have grown $100,000 more than in the S&P 500.