Latest Insights on PPA
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 […]
Friday Four Play — Google’s Not Afraid of the Fed: “It’s Not New to Us.” July 26, 2019 Great Stuff I just wanna stay in the sun where I find (I know it’s hard sometimes), pieces of peace in the sun’s peace of mind. — Ride, Twenty One Pilots It’s Friday, and it’s ramen night! Sitting in the sun relaxing, eating ramen and drinking a cold beer sounds nice after this busy week. It’s also […]





