Latest Insights on OPI
Beyond Meat Will Bleed; Microsoft’s JEDI Mind Trick
October 28, 2019 Great Stuff
Beyond Meat: There Will Be Blood Are you a fan of the meatless wonder? Holding some Beyond Meat Inc. (Nasdaq: BYND) in your portfolio, are you? I can’t say I blame you. BYND is up a massive 300% from its initial public offering (IPO) price of $25. Heck, the shares are even up about 51% […] WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed
October 24, 2019 Great Stuff
The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […] The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex
October 23, 2019 Great Stuff
The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […] Star Wars Tops Endgame, Disney & Verizon Force Netflix Deeper in Debt
October 22, 2019 Great Stuff
The Rise of Walt Disney Are you ready for the biggest news today? Hint: It’s not the SoftBank takeover of WeWork — anyone paying attention knew this was going to happen. SoftBank couldn’t afford to lose any more face with its big-time investors. That said, a valuation of between $7.5 billion and $8 billion is […] Lithium Stocks Are Plunging — It’s Time to Sell
October 21, 2019 American Investor Today, Investing, Natural Resources
The green energy revolution raised the demand for the battery metal lithium. But the oversupply of this metal has caused a huge dent in lithium-mining stock prices. Matt Badiali talks about the importance of having an exit strategy — especially when you invest in natural resources. (4-minute read)