Latest Insights on MSFT
Beyond Meat Will Bleed; Microsoft’s JEDI Mind Trick
October 28, 2019 Great Stuff
Beyond Meat: There Will Be Blood Are you a fan of the meatless wonder? Holding some Beyond Meat Inc. (Nasdaq: BYND) in your portfolio, are you? I can’t say I blame you. BYND is up a massive 300% from its initial public offering (IPO) price of $25. Heck, the shares are even up about 51% […] WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed
October 24, 2019 Great Stuff
The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […] Spooky Economic Data; AMD Inside; Costco Is Still Killing It
October 4, 2019 Great Stuff
Friday Four Play: Everybody Walk the Dinosaur I don’t like being a bear. Like most investors, I’d much rather see stocks go up. It’s so much easier and simpler to make money that way. There’s no short selling, no weird inverse exchange-traded funds to mess with and no buying put options or selling call options […] Tesla Struggles With Wall Street’s Lofty Expectations
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 […] Roku Investors out of Touch; Microsoft’s Handing out Cash
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.) […]