Latest Insights on INDA
Wally World’s Canoo Trip; On Pepsi, On Pershing, On Peloton…
July 12, 2022 Great Stuff
Tip A Canoo & Walmart Too Great Ones, who has heard the great commotion (motion, motion) all the country through? It is the electric vehicle (EV) market rolling on, for EV maker Canoo (Nasdaq: ) and Walmart (NYSE: ) too… And together they’ll build a little van … a van. A van that’s used for […] Hydrogen’s Shell Game, Toyota’s Wheely Screwed & Boeing’s Mother Ship
July 7, 2022 Great Stuff
Shell Be Comin’ ‘Round The Mountain… Great Ones, my best friend’s sister’s boyfriend’s brother’s girlfriend heard from this guy who knows this kid who’s going with a girl who saw that Shell PLC (NYSE: ) is building the “largest” green hydrogen plant in the world. I guess it’s pretty serious? You’re darn right it is! […] Tesla Topples, Ford Focuses & What A Load Of Croc
July 5, 2022 Great Stuff
Build Your Dreams (BYD) Great Ones, I’ve got some truly shocking news: Elon Musk’s Tesla (Nasdaq: ) is no longer the king of electric vehicles (EVs). That crown now belongs to Warren Buffett’s BYD Motors (OTC: ). OK, so Buffett doesn’t “own” BYD Motors … he just controls a 7.7% stake in BYD through Berkshire […] The “Stuff” Surplus Has Started; Like Taking Candy From Buybuy Baby
June 30, 2022 Great Stuff
Did Somebody Say “Blue Light Special?” Great Ones, we’ve long talked up the average consumer’s willingness to overspend like no tomorrow. You might fancy yourself a thrifty shopper, but c’mon: Who doesn’t at least shell out for the good frozen pizza every once in a while? No? Call it a willingness, call it an active […] Nio’s Stopped Short; McCormick Gets Spicy; TikTok On Borrowed Time
June 29, 2022 Great Stuff
Nio’s Grizzly Bear Market It’s not quite Fourth of July weekend yet, Great Ones, but that didn’t stop the fireworks from flying in Nio’s (NYSE: ) neck of the woods this morning. Yeah, it didn’t stop my neighbor at 10 o’clock last night either… I’ve been there … and you have my deepest sympathies (especially […]