Latest Insights on BOX
Lending’s Big Upstart, Microsoft’s Discord Deal & Peloton’s Purchase Power March 23, 2021 Great Stuff Lending Is Trending There’s a lending trend growing on Wall Street lately, Great Ones. Have you noticed? In the past month, Rocket (NYSE: ), Affirm (Nasdaq: ) and Upstart (Nasdaq: ) have all gained considerable investor attention. If you’re like me, you might wonder why companies that specialize in loans are rallying when most of […]
Un-Plugged Power, CrowdStrikes Back & Uber’s Page-Turner March 17, 2021 Great Stuff Accounting Un-Plugged Happy St. Paddy’s Day! By the time you read this, I’m probably halfway through a pint of Guinness or knocking back some Jameson … or both, after looking at Plug Power’s (Nasdaq: ) news today. Good thing for you, I wrote Great Stuff earlier. What? We’re all Irish today, right? Anywho … Plug […]
China Fires At Fintech, DOCU Drama & Ulta-mate Earnings March 12, 2021 Great Stuff Friday Four Play: The “Conform Or Be Cast Out” Edition Great Ones, I don’t usually rush to conclusions, but I have a distant early warning for anyone invested in Chinese stocks today. And for those holding stock in Chinese financial technology companies (fintechs), this week’s developments hit a bit closer to the heart. China is […]
Inflation Investigation, Shifting Sands & SPAC Sleuthing March 11, 2021 Great Stuff Inflationary Follow-Up Are you ready Great Ones? Aye, aye, Mr. Great Stuff! Ooooh … who answers Reader Feedback down in Kentucky? Mr. Great Stuff! Absorbent and yellow and porous is he! Mr. … wait. What!? Sorry, quarantine flashbacks. Today is Reader Feedback day! The day when we hike up our hip waders and go fish […]
The Stocks to Buy Right Now … And Those to Avoid March 9, 2021 Big Picture. Big Profits., Investing, Stocks You’ve earned your stripes by living through previous corrections. Now is the time to be smart. And that emphatically does not mean abandoning technology stocks entirely.





