Latest Insights on SWIR
Lost In The Amazon, Robinhood’s Sherwood Shakedown & LendingClubbing July 30, 2021 Great Stuff Friday Four Play: The “Captain Obvious” Edition Riddle me this, Great Ones… If a company benefits greatly from a once-in-a-lifetime event, should you expect those benefits to continue beyond the event? The answer, which we all know, is “No.” No, you shouldn’t. I mean, the answer is in the question itself: “once in a lifetime.” […]
The Fed Is Keyser Söze, Robinhood’s IPO In Tights & Amazon Basic Coin™ July 26, 2021 Great Stuff Wall Street’s Usual Suspects ♫ Into the thick of it! Into the thick of it! ♫ I’ve had that Backyardigans song stuck in my head all weekend, Great Ones … and I just had to share. But it’s not just a massive earworm, it’s also rather appropriate for this week on Wall Street. We’re definitely […]
Analysts Agape, Space Bezos, Cemented Deals & RIDE Like The Wind June 7, 2021 Great Stuff Wall Street Analysts: ¯\_(ツ)_/¯ Great Ones, if you’ve kept up to date with your Great Stuff, you know that I’ve taken quite a few digs at the analyst community this earnings season. In fact, I’m pretty sure you can read any Great Stuff article from the past two weeks and find something like: “C’mon, analysts. […]
Netflix Knocked Out, Pfoof Pfizer & Vaccitech’s Fast Vax Tech April 7, 2021 Great Stuff Competition Killed The Streaming Star I heard you on the internet way back in ‘07. Up streaming late at night, we’d binge-watch ‘til we’re blue. Though you were young, it didn’t stop you coming through. (Oh-a oh!) Amazon took the credit for your second symphony. Then Hulu ate your lunch, and so did Walt Disney. […]
Tallyho! Robinhood IPO, Peet’s Jam & GME’s New Fans March 24, 2021 Great Stuff Robin The Hood Once upon a time, retailer investors were subject to the slings and arrows — and price gouging — of their brokerage firm princes. The feudal landscape of retail investing was dominated by transaction fees, consultation fees, management fees … fees-fi-fo-fum! (And if you’re wondering about the goldfish reference up above … here […]





