Latest Insights on RMO
Let’s Talk Turkey: The Real Inflation Villains
November 23, 2021 Big Picture. Big Profits., News, U.S. Economy
One thing I like about Thanksgiving is the opportunity it presents for stimulating conversation. I’m not talking about heated political debates. Over the years, I’ve figured out a clever way to avoid this entirely. No, I don’t disinvite people I disagree with. I simply prime myself with a couple of interesting, but little-known facts. I wait for the right moment, then drop the bomb … gently, of course. And just to make sure there’s no blowback, I focus on issues where everyone will agree. Republican or Democrat, it doesn’t matter. So, in service of your Thanksgiving table, allow me to offer 2021’s Bauman’s Diversionary Topic™… Peloton Peddles Shares, Lucid Lucks Out & You Shall Not MoviePass
November 16, 2021 Great Stuff, Stocks
Peloton’s Bestselling Product? Great Ones, what is Peloton Interactive’s (Nasdaq: ) product? What does the company actually sell? I know it’s supposed to sell fitness equipment. But I’m really starting to have doubts. Last week, Peloton proved that it’s having considerable trouble selling stationary bikes and treadmills. The company’s recent trip to the earnings confessional […] Opportunity Alert: Get Ready for the Shipping Revolution, Part 2
November 16, 2021 Big Picture. Big Profits., Economy, Investment Opportunities
When I finally found it, my shipment was standing on an enormous wooden pallet in the middle of what looked like a junkyard 20 miles outside Washington, D.C. That was as far as they were going to take it. “They” being the shipping company I’d hired to bring some things from Cape Town to Washington, where I’d taken on a one-year consultancy at the World Bank. The freight forwarder in Cape Town had neglected to offer the option to have things delivered door to door. Oops... Buy These Stocks to Profit From EV Growth
November 16, 2021 Investment Opportunities, Technology, Winning Investor Daily
Ian King and I recognized early that these companies are the key to mega trends like EVs. ChargePoint Will Win The Dash For Government Cash
November 13, 2021 Great Stuff, Investment Opportunities
What’s The Deal With ChargePoint? In light of the infrastructure bill finally getting passed, what are your thoughts on ChargePoint Holdings? Inquiring minds… — Mike B. Thanks for writing in, Mike … and for providing me with a convenient way to talk about ChargePoint (NYSE: ) and the recently passed infrastructure bill. Are you bugging […]