Latest Insights on LAD

Netflix’s massively disappointing report last week presents a low-risk buying opportunity for a few old-media “dinosaurs” as CEO Reed Hastings contemplates his next move. “I’d Gladly Pay $10 More per Month for This” February 11, 2022 by Charles Mizrahi Real Talk, Stocks, Subscriptions (3-minute read) Only a handful of businesses have it. And Warren Buffett says that if you do: "You've got a very good business."
Meta plummets disappointed but not surprised meme Meta’s Massive Miss; Spotify’s Rogan-omics; T-Mobile Rollin’ February 3, 2022 by Joseph Hargett Great Stuff Sucks To Zuck Did y’all just feel that? A great disturbance in the social media Force — as if millions of Facebook investors cried out in terror and were suddenly silenced. I feel that something terrible has happened, Great Ones. To find out, we have to get meta … again. Dude, if you bring up […]
With mutual fund and ETF assets increasing 88% between 2016 and 2020, a passive investment bubble has formed. Performance Chasers Turned This ETF’s River Into a Swamp February 3, 2022 by Charles Mizrahi Investing, Real Talk, Stocks (3-minute read) Performance chasers got the worst of both worlds when they invested in a popular exchange-traded fund.
Wall Street Waiting For Earnings Season Snow Skeleton Meme Sony’s Bungie Leap Of Faith; Space Debris Debates; Beyond’s Big Upgrade January 31, 2022 by Joseph Hargett Great Stuff Wall Street Hoth No Fury… Is there anybody out there?! Can anybody hear me?! Dude, I’m right here. You don’t need to yell. Oh, sorry … didn’t mean to go all Titanic on you. You might not be able to tell by the frozen tundra wastelands outside the window, but the market’s just heating up […]
The Metaverse Doesn't Need Meta Social Network Meme Simmer-Down Sunday: Don’t PUNK With Meta’s Heart January 30, 2022 by Joseph Hargett Great Stuff We Don’t Need No Meta Nation We don’t need no … Zuck control. Doo-ba-dee-dah … something something. Ahhh, must be Sunday morning again. Welcome! Glad you could join us. We’d never leave you out of the incessant nonsensical rambling. This is Great Stuff — no one gets left behind, right? But out in the metaverse? […]

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