Latest Insights on ULTA
Kohl’s Cashed, Macy’s On Parade & Nvidia Chips In November 18, 2021 Great Stuff Kohl’s Cash Me Outside From Target targeting inflation-shy shoppers to the DIY duopoly dueling for contractors’ cash, retail hasn’t had such a rip-roaring romp of a week since … well, you tell me. But little did we know all those reports were mere prep work for today’s strip mall slam. The top card on this […]
Opportunity Alert: Get Ready for the Shipping Revolution, Part 2 November 16, 2021 Big Picture. Big Profits., Economy, Investment Opportunities When I finally found it, my shipment was standing on an enormous wooden pallet in the middle of what looked like a junkyard 20 miles outside Washington, D.C. That was as far as they were going to take it. “They” being the shipping company I’d hired to bring some things from Cape Town to Washington, where I’d taken on a one-year consultancy at the World Bank. The freight forwarder in Cape Town had neglected to offer the option to have things delivered door to door. Oops...
Roku’s Horror Picture Show; Crouching Kroger Hidden Publix November 4, 2021 Great Stuff Sweet Streams Are Made Of These Who am I to disagree? I’ve streamed ‘round the world and the seven seas (thank you, VPNs). Everybody’s streaming something … well, except for that one guy on our team who watches absolutely no TV. What’s up with that? Great Ones, Great Stuff Picks investors, newbie readers just joining […]
Get Ready: It’s The Final Countdown To The Final Run Up! October 24, 2021 Great Stuff It Came From Planet Great Stuff I knew it came from there! It drove a Final Run Up … a-faster than the speed of liiiiiight. Planet Great Stuff might not have pink air like Planet Claire, but you will want to see what we do have there. Mark your calendars and stop all the clocks […]
Hyzon Harpoons Blue Orca, Pepsi Pops & Lordstown Flops October 5, 2021 Great Stuff Keep Calm & Hyzon … Great Ones, the day has come. Hyzon Motors (Nasdaq: ) finally responded to Blue Orca Capital’s short-selling report … and it’s a doozy. Last week, I told you that if I could find enough publicly available information to discredit Blue Orca that Hyzon Motors would have a field day with […]