Latest Insights on SBE
What’s The Dill With Peloton, Plug Powerful & EV RVs Go Brrrr November 5, 2021 Great Stuff Friday Feedback: The “I Don’t Want A Pickle” Edition Welcome to Friday Feedback, Great Ones! For the second week in a row, we’re going to wait a bit before diving into the Great Stuff mailbag. I just can’t, in good conscience, not talk about what happened to Peloton Interactive (Nasdaq: ) today. Man … what […]
Truth’s Brave New Digital World, Tesla Hertz & Far Beyond Meatless October 25, 2021 Great Stuff Wall Street Gone Wild We call them “Problem child!” With gains they are beguiled. Fundamentals are reviled. They are Wall Street gone wild! (Man, I miss ‘80s rock.) Today, Great Ones, we’re drilling down once again, hammering on the theme that Wall Street is more than a little out of control. If you missed my […]
J&J’s Talcum Two-Step; Albemarle’s Stock Flies While Apple Slowly Dies October 19, 2021 Great Stuff Johnson & Johnson’s Restaurant You can get anything you want at Johnson & Johnson’s (NYSE: ) restaurant. Walk right in, it’s around the back, just a half a mile from the railroad track. You can get anything you want at Johnson & Johnson’s restaurant… Now, it all started 127 years ago — not on Thanksgiving […]
Boeing Catches Ryanair, Match Strikes Tinder & Terminator X It September 7, 2021 Great Stuff Boeing: Trade Me Deadly I went to a party last Saturday night. I didn’t get picks … got in a fight. Uh-huh … it ain’t no big thing. Ryanair killed an order; Boeing prices are bad. Can’t borrow ten bucks from your old man? Uh-huh … it ain’t no big thing. But I know what […]
Feds Fumble Facebook, Bank On Dividends & Cerevel Saviors June 29, 2021 Great Stuff Legally Insufficient About the time that Android came to fight the phone war, I saw Instagram in the App Store … in the App Store, when I was thirteen. I thought it was the finest thing I ever had seen. So, I asked if I could have Facebook (Nasdaq: ) someday when I grew up. […]





