Latest Insights on AIM
Peloton Climbs a Mountain of Loss … and Uber’s Buried Under It
November 5, 2019 Great Stuff
So Much Winning Here’s your question for the week: Who’s winning the U.S.-China trade war? We’ve seen plenty of updates in the past 48 hours on U.S.-China trade relations, with many Wall Street pundits claiming “progress” in negotiations. This progress is why the markets are rallying, after all. This first bit of news arrived on […] WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed
October 24, 2019 Great Stuff
The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […] Banyan Hill’s Most Misunderstood Man — Here’s the Truth About Jeff Yastine
October 24, 2019 Investing, Technology, Winning Investor Daily
It’s important you read this, because I need to set the record straight about this gentleman. He’s one of the most misunderstood people at Banyan Hill … and maybe in the entire industry. The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex
October 23, 2019 Great Stuff
The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […] Star Wars Tops Endgame, Disney & Verizon Force Netflix Deeper in Debt
October 22, 2019 Great Stuff
The Rise of Walt Disney Are you ready for the biggest news today? Hint: It’s not the SoftBank takeover of WeWork — anyone paying attention knew this was going to happen. SoftBank couldn’t afford to lose any more face with its big-time investors. That said, a valuation of between $7.5 billion and $8 billion is […]