Latest Insights on HOLI
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 […]
Double Servings of Earnings: A Full Plate With the FAM January 25, 2021 Great Stuff The “Oops, All Earnings!” Edition So, you really want to talk about earnings, huh? Why yes … yes I do. In fact, I dedicated today’s entire edition of Great Stuff to our favorite quarterly Wall Street soap opera — no, not EV Days or Antitrust Issues. Those are slated for later this week… Welcome to […]
GM’s Cruise Control, Moneybags Sachs and the Wrong Virgin January 19, 2021 Great Stuff Trampled Under Foot Trouble-free transmission. Don’t let that oil flow. Got no need to pump your gas; GM will do it all. Talk about EVs. Talk about EVs. Talk about… I don’t know too many people who actually know the lyrics to “Trampled Under Foot” by Led Zeppelin, but … there you go. Today’s development […]