Latest Insights on SHAK
Roku Investors out of Touch; Microsoft’s Handing out Cash September 19, 2019 Great Stuff Out of Touch on Streaming Shake it up is all that Wall Street knows. Using companies up as they go. But those companies really matter to me. Take a look around. Investors are out of touch with the streaming-device market, but they’re not out of time. (OK, I’ll stop paraphrasing Hall & Oates lyrics now.) […]
Beyond Nuggets – KFC Chicken-Free Chicken August 26, 2019 Great Stuff This Is the Song That Never Ends Yes, it goes on and on, my friend. Some countries started singing it, not knowing what it was. And they’ll continue singing it forever, just because… Boy howdy … we had one heck of a weekend. It started off with President Trump’s backlash against increased tariffs from China […]
Millennial Market Madness; Baidu’s Blowout; iQiyi’s Leftovers August 20, 2019 Great Stuff Millennial Market Madness We have a problem in the market right now. It’s driving massive amounts of fear and panic. No, not U.S.-China tariffs … the other problem. Not slowing global economic growth … the other problem. Not the potential for General Electric Co.’s (NYSE: GE) crappy accounting to bring Wall Street to its knees […]
Mattel’s Mysterious Whistleblower & Uber’s Über Loss August 9, 2019 Great Stuff Friday Four Play: Core Prices, Chips and Uber Hit the Skids Remember when Fridays were fun? You’d go out with coworkers or friends after work to relax and forget about the week. Lately, it seems that we’re going out just to maintain our sanity after all our hard investing work gets dashed to pieces by […]
Aurora Cannabis Is Smokin’ — and So Is Your Great Stuff Portfolio August 6, 2019 Great Stuff It’s Time to Buy the Dip Did you panic yesterday? I hope you didn’t panic. You’ll miss out on the rebound if you did. What rebound? Can’t you see all the green in the market today? Let’s look at some numbers, shall we? (Why are there so many questions today? Are we being tested?) Yesterday, […]





