Latest Insights on SNE
Uber’s “Privileged” Pandering, BioNTech Blazes Ahead, Ford Forgoes Rivian May 9, 2022 Great Stuff
Uber’s Seismic Privilege Great Ones, today we’re going to talk about “privilege.” You better watch your step, Mr. Great Stuff… Not that kind of “privilege.” You think I want my inbox to explode with the force of a thousand suns? No, we’re talking about an email Uber Technologies (NYSE: ) CEO Dara Khosrowshahi (Bless you!) […]
Aduhelm’s Deep, Lord Of The Rental Cars, Paramount’s Doom May 3, 2022 Great Stuff
A “Reasonably Likely” Excuse… Great Ones, as some of you may remember, I have a bit of a personal beef with drugmaker Biogen (Nasdaq: ). I know. I know. You’re not supposed to get emotional when trading or investing. It’s the No. 1 rule, after all… Well, it’s No. 2 behind “Don’t Panic!” but the […]
Musk Buys Twitter? Expect Fireworks April 26, 2022 Big Picture. Big Profits., Investing, News
During those 65 weekend hours, Elon Musk’s people and Twitter’s people will have “material conversations” about the former’s deal to buy the company. (During market hours they’d have to share everything publicly, given their potential impact on the company’s share price.) But we’re interested in the bigger picture. The longer term. The endgame. On the stock price front, the impact on Twitter’s share price is already baked in. Unless something derails the deal … entirely possible, as you’ll see … TWTR will cease to trade at $54.20 a share, about 4% upside from Monday’s closing price. But as Jay Gould discovered, the path to media’s commanding heights is never smooth.
Tesla Records Scratched, Musk Bluffs & HBO Maxin’ Relaxin’ All Cool April 21, 2022 Great Stuff
What A Twisted Web We Tweet I’ve been dazed and confused by Tesla’s (Nasdaq: ) earnings for so long, it’s not true. Wanted an EV maker, never bargained for you… Umm, what was so confusing about Tesla’s report? Well … nothing. That’s the most surprising part, if you’ve tuned into literally any other quarterly report […]
Plug Powered Wally World, JNJ’s Unusual Guidance, Your Chips Needham April 19, 2022 Great Stuff
Shop Smart! Shop H-Mart! Great Ones, today we’re going to talk about Walmart (NYSE: ), Plug Power (Nasdaq: ) and lift trucks … 9,500 of them to be exact. That’s … oddly specific. Go on. Now, these lift trucks aren’t your grandfather’s lift trucks. They don’t run on smelly natural gas. Anyone who’s ever worked […]MEET OUR EXPERTS
Founder, Agora
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Early in his career, Shad cut his teeth in the world of music marketing [...]
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