Latest Insights on NOC
Netflix’s Password Pain, Lulu’s Victory Lap, P&G’s Productivity Pitch
April 20, 2022 Great Stuff
Little Red Streaming Service Great Ones, I guess I should’ve known by the way CEO Reed Hastings parked his car sideways that it wouldn’t last. See, Netflix (Nasdaq: ) is the kinda company that believed in sharing passwords. Now, it’s love ‘em and leave ‘em fast. I guess I must be dumb. I had a […] Amazon & The Phantom Rivian Menace
April 16, 2022 Great Stuff
What’s The Deal With Amazon? Ah, Amazon.com (Nasdaq: ) on a Saturday morning… It’s time to relax. And you know what that means. A glass of bourbon, your favorite easy chair and, of course, Great Stuff playing on your digital device. So go on and indulge yourself. That’s right, kick off your shoes. Put your […] KB Homes Out Of Range; Dried Up Darden & Nikola’s Outta Gas
March 24, 2022 Great Stuff
(Thursday) I did on Monday, tried on Tuesday. But Wednesday’s a wild one for me. Thank heaven it’s almost Friday, the weekend I can nearly see. But Thursday? Now, that’s such a crazy, hazy day… When the market won’t let you be. Is that … some diluted Harry Nilsson my elf eyes see? Oh, you’re […] China Brings BABA Back; Nvidia’s Mega Meta Might; Chipotle Gets Chippy
March 16, 2022 Great Stuff
Asian ADR Acrobatics Great Ones, I am ashamed to admit it, but I fell victim to one of the two classic blunders: Never get involved in a stock war in Asia. As we all know, only slightly less well-known is this: Never go in against a Sicilian when death is on the line! But that’s […] Alibaba’s Catch-22, Ford Forgets To Finish & AMC’s Miner League
March 15, 2022 Great Stuff
Xi Sells Sea Shells? I’m sailing away. Set an open course to save money. Cause Alibaba (NYSE: ) just can’t be free. Free to face a life without China’s Xi. Over there, he’s the captain. Don’t climb aboard. You’ll wonder about tomorrow or a new Cold War. But we’ll try, oh Lord, we’ll try … […]