Latest Insights on ARR
$5 Billion: Facebook’s Price for Your Privacy July 24, 2019 Great Stuff The Federal Trade Commission (FTC) just smacked Facebook Inc. (Nasdaq: FB) in the face. The world’s largest social media company must shell out $5 billion in the biggest penalty the FTC has ever handed down. Why the big penalty? Remember Cambridge Analytica? You knew that wasn’t going away. The FTC is penalizing Facebook for how […]
Netflix’s Kryptonite: A Low-Risk Buyout Opportunity July 23, 2019 Investment Opportunities, Stocks, Winning Investor Daily Netflix’s massively disappointing report last week presents a low-risk buying opportunity for a few old-media “dinosaurs” as CEO Reed Hastings contemplates his next move.
The $1 Billion 5G Deal With Intel Won’t Save Apple July 23, 2019 Great Stuff We get some interesting mail here at Great Stuff. You never know what’s going to show up in the GreatStuffToday@banyanhill.com inbox. I’ve seen everything from stock advice to insults to poetry. After last week’s Reader Feedback issue, I received a rather interesting question from Edward M.: In 30 years of financial writing, an economics writer […]
Earnings Food for Thought: McDonald’s, Chipotle and Starbucks July 22, 2019 Great Stuff I have a weakness for ramen. Not the cheap Maruchan stuff that we lived on in college, but the “boutique” stuff you find at your local ramen-bowl restaurants. This weakness proved to be my undoing this morning. I had a bowl of some spicy, chicken-fire ramen last night … and I’m still on fire today. […]
Ignore the “Experts”: We’re in a Bear Market July 22, 2019 Stocks, U.S. Economy, Winning Investor Daily Every analyst agrees a bear market is defined as a 20% decline from a high. But in old books, the definition of a bear market is more detailed.