Latest Insights on OLLI
Spotify’s Rogan Rabble Rousing, Bumbling Into Fruitz & Peloton’s Parley
February 7, 2022 Great Stuff
Spotify: For What It’s Worth… Great Ones, how much do you believe in the “free market?” I know. I know. Quite a few of you out there are thinking: Free market? Ha. It’s all rigged, my man! But that’s not quite what I’m getting at today, and if you’ve read the headline … you already […] Friday Feedback: Pinterest Snaps, Analyst Target Practice
February 4, 2022 Great Stuff
Friday Feedback: The “Why Can’t I Hold All These Earnings” Edition Earnings, earnings everywhere … and more than a few drops to drink. Yes, it’s Friday Feedback, but I’d be remiss if I didn’t alert you to some rather big earnings news today. And we’re talking really big, so let’s get to it, Great Ones. […] Meta’s Massive Miss; Spotify’s Rogan-omics; T-Mobile Rollin’
February 3, 2022 Great Stuff
Sucks To Zuck Did y’all just feel that? A great disturbance in the social media Force — as if millions of Facebook investors cried out in terror and were suddenly silenced. I feel that something terrible has happened, Great Ones. To find out, we have to get meta … again. Dude, if you bring up […] What the Smart Money Did on Friday and Monday
February 2, 2022 Big Picture. Big Profits., News, U.S. Economy
My reaction to those big up days was probably like yours. Momentum (aka growth) stocks in The Bauman Letter’s model portfolio have taken a beating since the beginning of the year. So has my personal portfolio. So, when those stocks jumped like a frog off a hot highway on Friday and Monday, I breathed a sigh of relief.“ The worst must be over. The smart money is piling back in.” That’s what I wanted to think. But the facts tell a different story … and prove why smart investors ignore short-term moves like these. AT&T’s Out Of Time Warner; Dirty Digital Deeds Done Dirt Cheap
February 1, 2022 Great Stuff
Time Warner Keeps On Slippin’, Slippin’, Slippin’ Great Ones, remember last week when we reported on AT&T’s (NYSE: ) quarterly earnings report? T stock plunged nearly 9% following the report, despite beating Wall Street’s earnings and revenue targets. Part of the problem was that AT&T provided guidance that included soon-to-be-divested businesses WarnerMedia and Xander, AT&T’s […]