Latest Insights on FLEX
Little Pink Houses; Best Buy Burns; Under My Ambarella November 24, 2020 Great Stuff Our House, in the Middle of Wall Street Stay-at-home stocks are quite profitable this year. But unless you’re one of the Sultans of Swing trading, it’s been quite the bumpy ride — especially now that Wall Street has vaccine fever. There are solutions to this Mylanta-infused volatility … and they don’t include more cowbell. OK, […]
Retail’s Reality, Tesla’s 500 and Bezos’ Benzos November 17, 2020 Great Stuff Back to Life, Back to Reality I’m rolling with a little late ‘80s hip-pop today. I know that’s not everyone’s cup of tea, but this ‘89 Soul II Soul classic seemed rather appropriate given this morning’s October retail sales data: Back to life, back to the present time, back from a fantasy. The vaccine rally […]
The Dashing, The Drafted and the Disney+ November 13, 2020 Great Stuff Friday Four Play: The “Slim Shady IPO” Edition Guess who’s back … back again? Great Stuff’s back. Tell a friend. (Tell a friend.) I’ve created a monster, ‘cause nobody wants to see Joseph no more. They want Mr. Great Stuff — I’m chopped liver. Well, if you want Great Stuff, this is what I’ll give […]
Roku Reigns; CringeStop Pain; Peloton Pile-up November 6, 2020 Great Stuff Friday Four Play: The “Churning Earnings” Edition Happy Friday, Great Ones! Are you ready to end this wild and wooly week with a wee dose of earnings? I hope so because other than the election — which still drags on inexorably as I write this — there isn’t much else interesting out there. Well … […]
The New Netflix of Gaming — 51X Growth Ahead October 13, 2020 Investment Opportunities, Technology, Winning Investor Daily Gaming demand will continue to increase. But the way in which consumers purchase games will change dramatically over the coming decade.





