Latest Insights on KSU
CrowdStruck, Ambarella Reigns & Canadian National Embarrassment September 1, 2021 Great Stuff CrowdStrike Thunderstruck I was caught … in the middle of a cyberattack. (Thunder!) I looked ‘round … and I knew someone had my back. (Thunder!) You’ve been … CrowdStruck! Now that you’ve got that guitar riff stuck in your head, too, let’s take a gander at Great Stuff Picks holding: CrowdStrike (Nasdaq: ). (It actually […]
The Mouse’s Fury, Whiffed Wishes and Canadian Railroad Dreams August 13, 2021 Great Stuff Friday Four Play: The “Happiest Place On Earth” Edition Just like Jason Voorhees, Walt Disney (NYSE: ) just won’t stay down for long. And today’s quarterly report raised the Mouse’s House from the proverbial grave once again. Now, since Disney is a Great Stuff Picks portfolio holding, you know I never thought Disney was dead […]
The Fed’s Digital Dabbling; Snapchat Augments Reality; The Kansas City Tie-Up May 21, 2021 Great Stuff All We Have Is Data In The Wind Welcome to Fed Fridays, Great Ones! Where digital currencies are made up, and the basic appeals of blockchain don’t matter! We’re going to keep things snappy today for … reasons. But we do need to talk about the Fed’s flirtation with digital currencies. And as far as […]
SAFE As Pot Houses, Tesla’s Burning Question & United We Fall April 20, 2021 Great Stuff Weed With Congress I always heard that their legislation was top shelf. Lord, I just could not wait to find out for myself. Well don’t knock it ‘til they pass it, and I’ve waited my friend. I’ll never bet on weed with Congress again. Now we learned a hard lesson with the banking system. They’ve […]
Railroad Riches All The Livelong Day March 22, 2021 Great Stuff Long Train Runnin’ Down around the corner, half a mile from here … see them tech gains run, and you watch them disappear. Without love, where would you be now? Without love — erm, industrials, where would you be now? That’s right, Great Ones: If you couldn’t hear my train a-comin’, we’re talking up railroads […]





