Latest Insights on EVA
Financial Feudalism, Sick Trips Sink Ships & Chewy Chomps Comps June 11, 2021 Great Stuff Friday Four Play: The “Financial Feudalism” Edition Great Ones, have you ever heard the saying “Safe as houses?” My grandmother used to say this occasionally, and it means exactly what you’d think it does — that houses, or homes in most cases, are the safest places on earth. I’ll let you argue the veracity of […]
Biogen’s $56,000 Question, Tangled Up In Tesla & Fastly Goes The Internet June 8, 2021 Great Stuff Biogen: Before I Forget Great Ones, I don’t usually get personal in Great Stuff. But this news on Biogen’s (Nasdaq: ) Alzheimer’s drug has me on edge today. You see, my grandfather died of Alzheimer’s. It’s been more than a decade since he passed, but some wounds never fade. I still remember watching Indiana Jones, […]
Analysts Agape, Space Bezos, Cemented Deals & RIDE Like The Wind June 7, 2021 Great Stuff Wall Street Analysts: ¯\_(ツ)_/¯ Great Ones, if you’ve kept up to date with your Great Stuff, you know that I’ve taken quite a few digs at the analyst community this earnings season. In fact, I’m pretty sure you can read any Great Stuff article from the past two weeks and find something like: “C’mon, analysts. […]
Here’s What I Learned at Bitcoin 2021 June 7, 2021 Cryptocurrency, Winning Investor Daily I traveled down to Miami this weekend for Bitcoin 2021, an annual conference hosted by Bitcoin Magazine.
Three’s A CrowdStrike, Ford Maverick Buzzes Street & DOCU Till You Drop June 4, 2021 Great Stuff Friday Four Play: The “Stop! Don’t Click That!” Edition Natural resource security was the primary concern of the 20th century — with oil’s massive role in the global economy, it’s safe to say that’s true. But, as Bob Dylan said: “The times they are a-changing…” For the 21st century, cybersecurity is now the biggest concern. […]





