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Latest Insights on ARR

elon-musk-twitter-mistake Twitter Could Massively Backfire for Elon Elon Musk has bought Twitter for $44 billion. But the story is just beginning. Discover why this could massively backfire for the Tesla CEO.
Making Swiss Cheese Out of Economist Ideas I’ve read a lot of books on the markets. Most won’t teach you anything you don’t already know. A rare few hold insights you’ll never forget. And some books are so wrong, they unintentionally lead you to an opposite strategy that actually works well...
Driving Lithium Albemarle earnings feels like that meme Lithium Living Large, Croc’s Crackback & Peloton Pushing Posies
by Joseph Hargett November 3, 2022 Great Stuff
Albemarle In A Lithium Daze Great Ones, I’m so happy, ‘cause today I found my friends … they’re in the Great Stuff Picks portfolio, of all places. “Lithium” lyrics and Great Stuff Picks? It can mean only one thing! Right you are, Ken. Lithium giant Albemarle (NYSE: ) stepped into the earnings confessional last night […]
How I Countertraded the Dot-Com Bubble I like to give Warren Buffett a hard time. He says “buy fear.” I say “buy greed”… But there’s one thing I can’t knock Buffett for: His integrity in the face of exuberant market conditions...
Lisa Su AMD do you trust me meme AMD’s Data Center Darling, Match’s Dry Tinder & Paramount-ing Losses
by Joseph Hargett November 2, 2022 Great Stuff
AMD: In Su We Trust Hey, Great Ones! You ever see a company miss on earnings, miss on revenue, cut margins and miss on guidance and still get a rally in the stock market? Impossible. There’s no way that happens. Impossible? Nothing’s impossible … merely improbable. And in this case, very highly improbable. But “highly […]

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