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Latest Insights on ROG

Tesla’s record deliveries raise “demand concerns.” That’s how crazy the Tesla hype cycle has become. Tesla Struggles With Wall Street’s Lofty Expectations
by Joseph Hargett October 3, 2019 Great Stuff
Record Deliveries, Record Pessimism When it rains, it pours. What started out as a skirmish for connectivity with my internet service provider has turned into all-out warfare. Charter/Spectrum … we’re going to have words about the area-wide outage today. Some of us have actual work to do. Due to a combination of extenuating circumstances, you’re […]
IPO unicorns; Wall Street tech darlings are falling flat. WeWork joins Peloton, Uber, Slack and Chewy in the IPO dissapointment hall of fame. Wall Street’s IPO “Unicorn” Era Is Over — and That’s Good
by Jeff Yastine October 1, 2019 Uncategorized
The thrashing of the unicorns is just what the stock market needs to keep the decade-long bull alive and kicking.
Russ from Friends Micron Melts on Earnings; Beyond Meat McBoosted; Unicorn Wrangling
by Joseph Hargett September 27, 2019 Great Stuff
Friday Four Play: The “Boy, Were They Wrong” Edition It’s been quite the week for boneheadedness on Wall Street … especially among analysts. To paraphrase Mark Twain: “But I repeat myself.” The biggest farce of the week has been Wall Street believing that a U.S.-China trade deal is near. We saw upticks in the Dow […]
Impeachment sounds scary, until you realize it’s just more of the same inaction we’ve seen for years. Legislation Is Dead; Nike Taps Into Girl Power
by Joseph Hargett September 25, 2019 Great Stuff
Well … Ain’t That a Peach? It’s official. The impeachment of President Donald Trump has begun. House Speaker Nancy Pelosi announced a formal impeachment inquiry into the president late yesterday. And it only took a public shaming from presidential hopeful Senator Elizabeth Warren over the weekend to make it happen. That’s about all the political […]
Great Stuff 9-19-2019 Roku Investors out of Touch; Microsoft’s Handing out Cash
by Joseph Hargett September 19, 2019 Great Stuff
Out of Touch on Streaming Shake it up is all that Wall Street knows. Using companies up as they go. But those companies really matter to me. Take a look around. Investors are out of touch with the streaming-device market, but they’re not out of time. (OK, I’ll stop paraphrasing Hall & Oates lyrics now.) […]

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