Latest Insights on PPA
How Uber Lost $5.2 Billion In 3 Months With This 1 Trick
August 12, 2019 Great Stuff
How to Lose $5.2 Billion in 3 Months: The Uber Story My flippant attitude and punny sense of humor are both a blessing and a curse. Just ask my wife of 20 years. She’ll tell you the same thing. It appears that you, dear readers, are now in the same boat as my wife — […] 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 […] Dark Phoenix Torches Disney’s Earnings, But Investors Can’t See the Endgame
August 7, 2019 Great Stuff
Dark Phoenix Torches Walt Disney The Walt Disney Co. (NYSE: DIS) is known for gobbling up franchises. When Disney consumed both Marvel and Star Wars, there was much gnashing of teeth from both respective fanbases. But the results have been stellar … if you ignore Solo: A Star Wars Story. (Seriously, you had plenty of […] Pot Stocks Are High, Jobs Are High, Trump Tweets … Not So Much
August 2, 2019 Great Stuff
Friday Four Play: Pot, Pins, Jobs and Tariffs There are two words that can put the fear of God in any investor these days. Just two simple words: “Trump tweeted.” Those two words turned yesterday’s Fed recovery rally into a panic-stricken retreat. I’m not exaggerating here, either. Remember way back on Monday when the Great […] The Fed Gives In, but Not Enough for Wall Street
July 31, 2019 Great Stuff
Wall Street Needs a Bigger Pacifier Do any of you have kids? I have two. That period around age 3 to 4 is just hell. They ask for everything under the sun and cry when they don’t get it — or even when they do get it. That is the perfect analogy for Wall Street […]