Latest Insights on DELL
Shiny Happy Robot Truckers, The Lululemon Song, Wayfair’s Way Out
March 30, 2022 Great Stuff
FedEx Finally Feeling Frisky Smack, crack, bushwhacked … lidar sensors in the overhead rack, baby. Hey, Great Ones, rock and roll. FedEx (NYSE: ) knows where it wants to go, baby. What if semi-trucks did all the work? What if they drove around the clock? Tick-tock, Mr. Great Stuff. Another lyrical diversion? Just musing over […] Not-So-Pretty Poison, Earnings In The Sac, Dave & Busted Housing
March 29, 2022 Great Stuff
Every Market Has Its Thorns… Great Ones, they say that Chex Mix is a bag of interesting. But I wonder what the marketing wizards at General Mills would call a “potentially poisonous mix?” Clearly, “potentially poisonous mix” doesn’t roll off the tongue like Chex Mix … but I guarantee you boxes of “Potentially Poisonous Mix” […] Hyzon Hot Takes, The Cresco Kid & Adobe’s Photoshop Fails
March 23, 2022 Great Stuff
A Tale Of Two Hyzons Great Ones, it was the best of times. It was the worst of times. It was the age of in-line earnings. It was the age of earnings misses. It was the epoch of soaring revenue. It was the epoch of missed revenue. It was the season of growth. It was […] Alibaba’s Catch-22, Ford Forgets To Finish & AMC’s Miner League
March 15, 2022 Great Stuff
Xi Sells Sea Shells? I’m sailing away. Set an open course to save money. Cause Alibaba (NYSE: ) just can’t be free. Free to face a life without China’s Xi. Over there, he’s the captain. Don’t climb aboard. You’ll wonder about tomorrow or a new Cold War. But we’ll try, oh Lord, we’ll try … […] Back In Black Gold; Kohl’s As Ice; Bed, Bath, Assault & Battery
March 7, 2022 Great Stuff
Oil Be Seeing You… In all the most familiar places … gas station lines and NASCAR races … all day through! Great Ones, are y’all feelin’ it at the pump yet? I certainly am, and I work from home! Well, I also run the Hargett family “Uber” with two teenage kids. Some of y’all know […]