Latest Insights on FAT
Peachy Value in Georgia; Roku Quibi’ls Over Content, Amazon Knows Jack January 4, 2021 Great Stuff Georgia on My Mind Georgia. Oh, Georgia. No peace, I find. Just an old sweet song about value stocks keeps Georgia on my mind. Welcome to 2021, Great Ones, where stock prices are made up, and valuations don’t matter. Or do they? According to JPMorgan Cazenove — a London-based division of JPMorgan proper — the […]
Apple’s Auto Magic; QuantumScape Goat; Peloton: Fitness Bike Under the Tree December 22, 2020 Great Stuff Apple’s iCar-ly Moment Rumors flew today that a “real” Tesla competitor is on the way. No, we’re not talking about your father’s old Cadillac Fleetwood, Mac. We’re talking Apple (Nasdaq: ) and what the market already dubbed “the iCar.” Yes, I know that Wall Street talk of an Apple car is secondhand news at this […]
Kandi Caught; DoorDash Deals; Options Starters December 3, 2020 Great Stuff Kandi’d Camera Are you ready, kids? Aye, aye captain! Ohhhh, who answers reader feedback down in Kentucky? Mister Great Stuff! Absorbent and yellow and porous is he! Mister … wait. What? Sorry, my kids are distance learning lately, and it’s a bit distracting. Today is Reader Feedback day at Great Stuff! The day we dig […]
Intel’s Habana Hotel; Palantir’s Palate Cleanser; WORK it Salesforce December 2, 2020 Great Stuff Habana Intel-igence Habana, ooh na-na. Intel’s heart is in Habana, ooh na-na. Amazon cloud deal with Habana, ooh na-na. Great, now that song’s stuck in my head. Thanks, Mr. Great Stuff! Welcome to my world. Anyway, if you didn’t gather from the Camila Cabello lyrics, Intel’s (Nasdaq: ) Habana Labs business just signed a cloud […]
30K and Go Away? HP One-Ups Dell; Gap Falls In November 25, 2020 Great Stuff A “Sacred Number” Did you see?! Did you see?! The Dow Jones Industrial Average closed above 30,000 yesterday for the first time ever! How could you not see it? It’s pretty much the only thing that every single financial rag and talking head can think about lately. Even President Donald Trump came out of hibernation […]





