Latest Insights on SV
Buffett’s Billion-Dollar Bungle, Apple’s Peeling Production & The Lidar Linkup November 7, 2022 Great Stuff Buffett Blowing Up Berkshire Great Ones, we always hear about how you should invest like Warren Buffett. The financial media calls him the “Oracle of Omaha,” and some even list Buffett as one of the greatest investors of all time. There is some truth to Buffett’s legend. I mean, he is worth more than $100 […]
Lithium Living Large, Croc’s Crackback & Peloton Pushing Posies November 3, 2022 Great Stuff Albemarle In A Lithium Daze Great Ones, I’m so happy, ‘cause today I found my friends … they’re in the Great Stuff Picks portfolio, of all places. “Lithium” lyrics and Great Stuff Picks? It can mean only one thing! Right you are, Ken. Lithium giant Albemarle (NYSE: ) stepped into the earnings confessional last night […]
AMD’s Data Center Darling, Match’s Dry Tinder & Paramount-ing Losses November 2, 2022 Great Stuff AMD: In Su We Trust Hey, Great Ones! You ever see a company miss on earnings, miss on revenue, cut margins and miss on guidance and still get a rally in the stock market? Impossible. There’s no way that happens. Impossible? Nothing’s impossible … merely improbable. And in this case, very highly improbable. But “highly […]
SoFi, So Far, So Fine; Tesla’s Twitter Delirium & Goodyear’s Bad Times November 1, 2022 Great Stuff Why Is SoFi So Fine? Great Ones, why is SoFi Technologies (Nasdaq: ) so fine? Y’all know I’m not a big fan of talking about banking stocks. Don’t get me wrong, they’re often really good investment opportunities. But they’re just not that exciting at all. I mean, they handle money, checking accounts, savings accounts, loans […]
The Fed’s Thrilling Pivot, Foxconned & Disney’s Shanghais & Lows October 31, 2022 Great Stuff The Fed’s Pivot Party Thriller Great Ones, it’s close to Fed Day … and something evil’s lurking in the dark. Under Jerome Powell, the interest rates have almost stopped your heart. You try to scream, but inflation takes the cash before you make it. You start to freeze … a market crash looks you right […]