Latest Insights on CAMP
What’s The Dill With Peloton, Plug Powerful & EV RVs Go Brrrr November 5, 2021 Great Stuff Friday Feedback: The “I Don’t Want A Pickle” Edition Welcome to Friday Feedback, Great Ones! For the second week in a row, we’re going to wait a bit before diving into the Great Stuff mailbag. I just can’t, in good conscience, not talk about what happened to Peloton Interactive (Nasdaq: ) today. Man … what […]
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 […]
From Zillow To Zilch; Kroger Sees The Beyond; ATVI Ignores The Call Of Duty November 3, 2021 Great Stuff Oh, The Places You’ll Zillow Rumors of Zillow’s (Nasdaq: ) homebuying demise are actually … worse than we thought? Just Monday, the home-listing turned fixer-upper announced that it would stop buying houses for the rest of 2021 … and Z’s meltdown had begun. Yesterday, news came out that Zillow wants to offload the 7,000 houses […]
Weeping Zillow, Pfizer Gets Pfreaky, Tesla Hertz & A Chegg-Stand November 2, 2021 Great Stuff The Wind In The Zillows If it keeps on raining, Zillow’s going to break. If it keeps on raining, Zillow’s going to break. If Zillow breaks, we’ll have no place to stay… Oh well… Great Ones, have you ever tried flipping houses before? Sure, some of you probably tried your hand at one or two […]
Nio’s New Production Disruption; Popcorn, Hogs & Coke’s BodyArmor November 1, 2021 Great Stuff Nio’s Red Pill Barchetta My uncle has a charging place no one knows about. He says it used to be a farm before the EV boom. Now, on Sundays, I elude the eyes and hop the bullet train … to far outside the city where my Nio ES6 waits. I know, Great Ones … Nio […]





