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Latest Insights on ANET

These assets have returned double or triple the return of the S&P 500 since we acquired them in my Bauman Letter portfolio. And they deliver excellent annual yields. Tripling the S&P 500 Has Never Been Easier These assets have returned double or triple the return of the S&P 500, and they deliver excellent annual yields.
Great Stuff 7-26-2019 Friday Four Play — Google’s Not Afraid of the Fed: “It’s Not New to Us.”
by Joseph Hargett July 26, 2019 Great Stuff
I just wanna stay in the sun where I find (I know it’s hard sometimes), pieces of peace in the sun’s peace of mind. — Ride, Twenty One Pilots It’s Friday, and it’s ramen night! Sitting in the sun relaxing, eating ramen and drinking a cold beer sounds nice after this busy week. It’s also […]
Great Stuff 7-25-2019 Tesla’s “Production Hell” and “Logistics Hell” Tanks Shares
by Joseph Hargett July 25, 2019 Great Stuff
“Living easy, living free. Season ticket on a one-way ride.” AC/DC ain’t got nothing on Tesla Inc. (Nasdaq: TSLA). After going through “production hell” and “logistics hell,” CEO Elon Musk is in his own personal hell this morning. Tesla posted a loss of $1.12 per share in the second quarter, missing even the most bearish […]
A decade ago, the biggest venture deals on the planet, such as Uber, Lyft and Slack, were only available to Silicon Valley insiders. The Next Uber: Mini-IPOs Open to All Investors, Not Just the 1% A decade ago, the biggest venture deals on the planet, such as Uber, Lyft and Slack, were only available to Silicon Valley insiders.
Great Stuff 7-19-2019 Friday Four Play: Boeing’s $4.9 Billion Q2 Loss, WeWork CEO Takes $700 Million
by Joseph Hargett July 19, 2019 Great Stuff
This week has been very bizarre. How bizarre? (How bizarre. How bizarre.) People are planning a civilian raid on Area 51, and the Fed is planning to cut rates — despite a growing U.S. economy, for Pete’s sake. Unfortunately, you’re not in an episode of Black Mirror. This is the timeline we’re stuck in right […]

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