Latest Insights on FRC
Inflation, Stagflation, CPI Proclamations & Domino’s Pizza Pies? October 13, 2022 Great Stuff Rocked You Like An Inflation Hurricane Great Ones, it starts with an earthquake … the Consumer Price Index and jobless claims. Lenny Bruce is not afraid… We’re in the eye of an inflation hurricane, but you really shouldn’t listen to yourself churn. The world serves its own needs. Don’t mis-serve your own needs. You need […]
Netflix’s Stranglehold; IBM Ex Machina; Hasbro’s Dungeon Crawler July 19, 2022 Great Stuff Netflix Turns Upside Down Great Ones, have you ever heard the saying: “You either die a hero or you live long enough to see yourself become the villain?” While the quote is most likely drawn from the works of German philosopher Nietzsche, you probably remember hearing it in the 2008 blockbuster Batman movie The Dark […]
ChargePoint’s Lightning In A Bottle, Delta Hits Full Throttle June 1, 2022 Great Stuff Block Or Charge? Great Ones, are you riding the lightning with Great Stuff Picks holding ChargePoint (NYSE: )? Guilty as charged, but man, it ain’t right. True that. There’s something else controlling ChargePoint this year, and Wall Street thinks that death is in the air. They’ve got ChargePoint strapped in the electric chair. We’re down […]
Mobileye On The Prize, Dick’s Digs Deep & Google’s Mandiant Mashup March 8, 2022 Great Stuff The Mobileyes Have It… Mobileye of a hurricane, listen to Intel churn. The market serves its own needs. Don’t mis-serve your own needs. Volatility it up a notch, speed, grunt, no, strength… All right, Mr. Great Stuff, are you implying it’s the end of Intel as we know it? Maybe? I know I’m exaggerating a […]
Earnings Among Us: Branson’s Brave New World; Musk’s Solar-Powered Suit July 12, 2021 Great Stuff Guess Who’s Back? Back again? Great Stuff’s back — tell a friend. Seriously, you’re not hogging this Stuff all on your own, right? I know, it was only a weekend, but it’s felt like forever since we’ve caught up on the market goodness, Great Ones. Also, if you want to know a secret … I’m […]