Latest Insights on HOLI
China Fires At Fintech, DOCU Drama & Ulta-mate Earnings
March 12, 2021 Great Stuff
Friday Four Play: The “Conform Or Be Cast Out” Edition Great Ones, I don’t usually rush to conclusions, but I have a distant early warning for anyone invested in Chinese stocks today. And for those holding stock in Chinese financial technology companies (fintechs), this week’s developments hit a bit closer to the heart. China is […] Inflation Investigation, Shifting Sands & SPAC Sleuthing
March 11, 2021 Great Stuff
Inflationary Follow-Up Are you ready Great Ones? Aye, aye, Mr. Great Stuff! Ooooh … who answers Reader Feedback down in Kentucky? Mr. Great Stuff! Absorbent and yellow and porous is he! Mr. … wait. What!? Sorry, quarantine flashbacks. Today is Reader Feedback day! The day when we hike up our hip waders and go fish […] Mr. Roku Rising; Zoom & Gloom; Stay On Target
March 2, 2021 Great Stuff
The Nielsen Effect For decades, Nielsen (NYSE: ) ratings were the gold standard in traditional TV viewership and ratings. While TV is no longer traditional, Nielsen still knows its target audience and what ads best suit that audience. And Roku (Nasdaq: ), the king of the streaming TV market, just made a very important deal […] Tesla’s Bitcoin Barrage, Clean Energy’s Garbage Gas, A Palantir Cleanser
February 8, 2021 Great Stuff
Tesla’s Bitcoin Oddity Ground control to Elon Musk. Ground control to Elon Musk. Invest in crypto coins and charge your Model S… This is ground control to Elon Musk. Tesla’s (Nasdaq: ) really made the grade. And the financial papers want to know which crypto coin you bear. Now it’s time to invest in bitcoin […] DJ Jassy Is Amazon’s Fresh Prince, Google’s Ad Reign and Zoom’s Human League
February 3, 2021 Great Stuff
Investors Just Don’t Understand Now, this is a story all about how Big Tech got flipped, turned upside down. And I’d like to take a minute, just sit right down; I’ll tell you how Andy Jassy became the prince of Amazon (Nasdaq: ). Unless you live under a rock, you probably already know that Jazzy […]