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Latest Insights on ZEN

Great Stuff 8-09-2019 Mattel’s Mysterious Whistleblower & Uber’s Über Loss
by Joseph Hargett 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 […]
U.S.-China Trade War Beat Trade War Meltdowns With This Defensive Asset No matter how worthy the goal, Trump’s “Tariff Man” approach to negotiating with China is going to cause a lot of pain before we see any gain. That puts a premium on defensive positioning right now.
These assets have returned double or triple the return of the S&P 500 since we acquired them in my Bauman Letter portfolio. And they deliver excellent annual yields. Tripling the S&P 500 Has Never Been Easier These assets have returned double or triple the return of the S&P 500, and they deliver excellent annual yields.
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. Netflix’s Kryptonite: A Low-Risk Buyout Opportunity 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.
Great Stuff 7-23-2019 The $1 Billion 5G Deal With Intel Won’t Save Apple
by Joseph Hargett 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 […]

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