Latest Insights on EBS
Hyzon Hot Takes, The Cresco Kid & Adobe’s Photoshop Fails
March 23, 2022 Great Stuff
A Tale Of Two Hyzons Great Ones, it was the best of times. It was the worst of times. It was the age of in-line earnings. It was the age of earnings misses. It was the epoch of soaring revenue. It was the epoch of missed revenue. It was the season of growth. It was […] Dalio’s Crypto Afterglow, Nike Sneaks By, ESG Won’t Let Me Be
March 22, 2022 Great Stuff
A Crypto “Tallyho!” From Dalio Great Ones, I must warn you. I sense something strange in my mind. Crypto investing is … serious. Let’s get it ‘cause we’re running out of time. It’s all so beautiful, Bitcoin () it seems from the start. It’s all so deadly … when investing doesn’t come from the heart… […] This House Is On Fire, Berkshire’s Big Bet & Getting Sentimental
March 21, 2022 Great Stuff
Safe As Houses? Great Ones, it’s time to talk about houses again. Do we really have to? Yes. Yes, we do … and I don’t like it any more than you do. You see, there was a report on February U.S. existing home sales on Friday that literally got buried under a landslide of Russia/Ukraine […] MGM’s Merger Madness; Warby’s Still Wobbling; KSS Of Death?
March 17, 2022 Great Stuff
A Buyout. Shaken, Not Stirred When you were young and your portfolio was an open book, you used to say live and let live. (You know you did! You know you did…) But if this ever-changing world in which we’re livin’ makes you want to give in and trade … say live and let Amazon […] China Brings BABA Back; Nvidia’s Mega Meta Might; Chipotle Gets Chippy
March 16, 2022 Great Stuff
Asian ADR Acrobatics Great Ones, I am ashamed to admit it, but I fell victim to one of the two classic blunders: Never get involved in a stock war in Asia. As we all know, only slightly less well-known is this: Never go in against a Sicilian when death is on the line! But that’s […]