Latest Insights on WBA
Buy the Bike, Sell the Stock December 28, 2021 Investing, Investment Opportunities, Real Talk, U.S. Economy (3-minute read) I knew this company would be one of the big winners of the pandemic. But there wasn’t a snowball’s chance in hell that I would buy its stock…
Let’s Talk Turkey: The Real Inflation Villains November 23, 2021 Big Picture. Big Profits., News, U.S. Economy One thing I like about Thanksgiving is the opportunity it presents for stimulating conversation. I’m not talking about heated political debates. Over the years, I’ve figured out a clever way to avoid this entirely. No, I don’t disinvite people I disagree with. I simply prime myself with a couple of interesting, but little-known facts. I wait for the right moment, then drop the bomb … gently, of course. And just to make sure there’s no blowback, I focus on issues where everyone will agree. Republican or Democrat, it doesn’t matter. So, in service of your Thanksgiving table, allow me to offer 2021’s Bauman’s Diversionary Topic™…
Palantir Palate Cleanser, Robbin’ Robin & GE Makes 3 November 9, 2021 Great Stuff Sucker Punched Palantir It’s time to follow up on Palantir Technologies (NYSE: ) and this morning’s trip to the earnings confessional. But first … are any of you Great Ones familiar with Edie Brickell & New Bohemians? What? Sure, the “What I am is what I am is what I am” band, right? What does […]
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 […]
Big Tech’s Breakup, China’s Latest Gamble & Oh, How The Meatless Have Fallen September 16, 2021 Great Stuff Too Big To Break Up? September has been the month of soap opera theatrics. Last Wednesday, we were regaled by the pilot episode of Keeping SECrets … you know, when the SEC and Coinbase Global (Nasdaq: ) got into a tizzy? The SEC ghosted Coinbase’s requests to try and comply with crypto regulations … then […]





