Latest Insights on SHOP
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 […]
The Tail Is Wagging the Dog on This Industry March 15, 2022 Investing, Real Talk, Stocks, Technology (3-minute read) There’s nothing Charles likes better than a bargain. And Mr. Market is finally offering outstanding bargains in this industry...
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 … […]
CrowdStrike’s Crowd-Pleaser; Build-A-Bear’s Blunder; Asana’s Attitude Adjustment March 10, 2022 Great Stuff Only You Can Prevent Cybercrime… Hold up, first I gotta prevent forest fires. Now I’m an online crime stopper? I didn’t sign up for this! It’s Thursday, m’Great Ones, and if you couldn’t tell by now, we’re overdue for our weekly cybersecurity shindig — a celebration of cyber-sleuthing, if you will. I mean, this wasn’t […]
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 […]





