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Latest Insights on SAM

Welcome to Jungle Amazon Peloton partnership meme Peloton Gets Amazon’ed, Petco’s Not So Pawesome, Retail Recliners
by Joseph Hargett August 24, 2022 Great Stuff
Ride Through The Jungle Whoa, thought it was a nightmare. Lord, it was so true. They told me don’t ride your stationary bike slow. Peloton’s (Nasdaq: ) on the loose. Better run through the jungle? Great Ones, Peloton’s back. Back again? Yup. Shady’s back, but you don’t have to tell a friend … Amazon will […]
biden-and-solar-power Is Biden’s Alternative Energy Plan Political Suicide? America’s utility companies have had virtual monopolies on how we access power, but that’s about to change … thanks to solar.
A Dance With Delta Last week we talked about using delta to decide which option to buy. This week, I want to continue the conversation — but this time, we’re talking about “delta per dollar.”
2 Inflation Losers, and 2 Big Winners 2 Inflation Losers, and 2 Big Winners High inflation is driving widespread changes in consumer behavior — and it's handing us plenty of trades...
AMC APEs together strong meme AMC APEs Go Bananas, eBay’s Gathering Magic & Tesla’s Pricing Power Play
by Joseph Hargett August 22, 2022 Great Stuff
AMC & The Great APE Escape! Great Ones, we all know that Wall Street has a particular disdain for the weird, unusual and peculiar. So when AMC Entertainment (NYSE: ) announced earlier this year that it would issue a new class of stock under the ticker symbol “APE,” nobody was really sure what to expect. […]

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