Latest Insights on DELL
Netflix’s Stranglehold; IBM Ex Machina; Hasbro’s Dungeon Crawler
July 19, 2022 Great Stuff
Netflix Turns Upside Down Great Ones, have you ever heard the saying: “You either die a hero or you live long enough to see yourself become the villain?” While the quote is most likely drawn from the works of German philosopher Nietzsche, you probably remember hearing it in the 2008 blockbuster Batman movie The Dark […] Banking On Defaults, Celsius Frozen, EVgo Your Own Way
July 14, 2022 Great Stuff
Hey JP, JP … You’re Alright By Me Great Ones, I’m high inflation I am. High inflation I am, I am. I bankrupted the widow next door. She’s been bankrupt seven times before. And no one wants inflation. (Inflation!) They’d rather have a William or a Sam. (Yes, sir!) I’m destroying the economy, I’m inflation. […] COIN Respites, Drone Delights & Free-Falling Flights
June 14, 2022 Great Stuff
Hodled To Death Great Ones, I owe y’all an apology. Back in January, I fell victim to one of the classic investing blunders: believing more in an idea and its potential gains than reality. The hardest part about all of this is that … I already knew the answer. Today, we’re selling Coinbase Global (Nasdaq: […] Consumer Sentiment Crashes, Ulta Splashes & DocuSign Faxes
June 13, 2022 Great Stuff
It’s Times Like These… Great Ones, I was all ready to come into today like a new day rising … a brand-new sky to hang the stars upon tonight. I figured that after last week’s barrage of bad news and Wall Street’s accompanying sell-off, the markets would even out a bit. After all, most of […] Simmer-Down Sunday: On Chewy, Churros & Corporate Crocks
June 5, 2022 Great Stuff
The Cost Of Being Chewy Is there any sweeter sound for an investor than “surprise profit?” Umm, how about an extra hour of sleeping in? Or another Monday off? Or the phrase “I just made some churros, want any?” OK, you got me there… If I were a Chewy (NYSE: ) investor, I’d probably take […]