Latest Insights on HOLI

It’s time for Ford and General Motors to step up. Tesla’s on the verge of being the only relevant publicly traded American automaker. Tesla’s Cash Flows; Verizon’s Crossroads; Facebook Erodes
by Joseph Hargett January 30, 2020 Great Stuff
Tesla to Bears: Eat My Shorts Do we have any Tesla Inc. (Nasdaq: TSLA) bears reading today? I know you’re out there. You write in to Great Stuff every time I say something positive about the company. Well, get your emails ready. Today, Tesla’s taking a victory lap … and I’m saying: “I told you […]
Welcome to Wall Street, where the corporate earnings reactions are made up … and the coronavirus doesn’t matter. Virus Shakeouts and Earnings Breakouts; Boeing Defies Gravity See No Virus, Hear No Virus, Speak No Virus Welcome to 2020, where the earnings reactions are made up … and the coronavirus doesn’t matter. That’s right, folks. The Wuhan coronavirus just passed 6,000 confirmed cases in mainland China — making it bigger and faster than SARS — and no one on Wall Street cares. […]
Wall Street realizes that it might have … maybe … perhaps … possibly overreacted to the coronavirus outbreak. Kung Flu Crazy; Borg Assimilates Delphi; Apple Cooks up Earnings
by Joseph Hargett January 28, 2020 Great Stuff
Kung Flu Crazy Another day, another virus story. Are you sick and tired of the “kung flu” yet? (Editor’s Note: If you’re sick and tired with the kung flu, please seek medical attention immediately.) After getting the sweats yesterday, the market appears to feel much better today. Much like you when you’re out of sick […]
Forget the Senate impeachment trial — Wall Street watches as China goes viral. China Goes Viral; Tesla Hits the Accelerator; Roku Waxes Brazil
by Joseph Hargett January 21, 2020 Great Stuff
Down With the Sickness I hope you have some snacks and a comfy chair ready … the Senate impeachment trials begin today! We all know that this trial will be a great big nothing-burger, and Wall Street is treating it thusly. I mean, 20 Republicans would have to vote against their party for anything to […]
Many analysts have expressed concern over Netflix’s ballooning debt. But from our point of view, the key to Netflix’s future success is its subscriber growth. Netflix vs. Disney+: Let the 2020 Streaming War Begin Many analysts have expressed concern over Netflix’s ballooning debt. But from our point of view, the key to Netflix’s future success is its subscriber growth.

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