Latest Insights on WMT
Retail’s Reality, Tesla’s 500 and Bezos’ Benzos
November 17, 2020 Great Stuff
Back to Life, Back to Reality I’m rolling with a little late ‘80s hip-pop today. I know that’s not everyone’s cup of tea, but this ‘89 Soul II Soul classic seemed rather appropriate given this morning’s October retail sales data: Back to life, back to the present time, back from a fantasy. The vaccine rally […] Pfizer Pforfeit; A Nio Dealio; Uber’s Hail Mary
November 16, 2020 Great Stuff
Born to Run In the day, we sweat it out on Wall Street. It’s a runaway American dream. At night, we’re locked in mansions of glory, no more suicide machines. But all that might be about to change… Sprung from Phase 3 on highway nine, Moderna’s new injection is stepping out over the line. (Woah!) […] Taking Back Tax; Talking Tata; Beyond These Walls
September 29, 2020 Great Stuff
The Taxman Cometh Let me tell you how it will be … there’s one for you, 19 for me. Yes, we’re talking taxes today. No, it’s not tax season. But I’d argue that if you truly want to keep as much of your hard-earned cash as possible, every season is tax season. Now, you can’t […] Echelon, Echel-Off; TikTok Clocked; Aurora Cashed
September 23, 2020 Great Stuff
When Deals Cry Dig, if you will, the picture … of Echelon and Amazon.com Inc. (Nasdaq: ) engaged in a tryst. The sweat of Peloton Interactive Inc. (Nasdaq: ) investors covers them. Can you, dear reader? Can you picture this? Dream, if you can, a video app — TikTok profits in bloom. Gen Z kids […] Burning Shorts: No More Mr. Nice Nikola
September 14, 2020 Great Stuff
Where the Down Boys Go Last week, I promised we’d look into Great Stuff Pick Nikola Corp. (Nasdaq: ) and the Hindenburg/Citron disaster. Now that the little voice inside my head isn’t trying to kill me anymore, let’s get right to that… I want to start off by making one thing crystal clear: I don’t […]