Latest Insights on WBA
Roku’s Horror Picture Show; Crouching Kroger Hidden Publix
November 4, 2021 Great Stuff
Sweet Streams Are Made Of These Who am I to disagree? I’ve streamed ‘round the world and the seven seas (thank you, VPNs). Everybody’s streaming something … well, except for that one guy on our team who watches absolutely no TV. What’s up with that? Great Ones, Great Stuff Picks investors, newbie readers just joining […] Big Tech’s Breakup, China’s Latest Gamble & Oh, How The Meatless Have Fallen
September 16, 2021 Great Stuff
Too Big To Break Up? September has been the month of soap opera theatrics. Last Wednesday, we were regaled by the pilot episode of Keeping SECrets … you know, when the SEC and Coinbase Global (Nasdaq: ) got into a tizzy? The SEC ghosted Coinbase’s requests to try and comply with crypto regulations … then […] Don’t Let NIO’s Dilution Become A Bearish Delusion
September 11, 2021 Great Stuff
What’s The Deal With NIO Stock? One EV’s obscenely larger, and one EV’s obscenely small. And the ones that GM makes you don’t do anything at all… Go ask Tesla when it’s 10 feet tall. And if you go chasing EVs and you know the stock’s going to fall, tell them a hookah-smoking Great Stuff […] CrowdStruck, Ambarella Reigns & Canadian National Embarrassment
September 1, 2021 Great Stuff
CrowdStrike Thunderstruck I was caught … in the middle of a cyberattack. (Thunder!) I looked ‘round … and I knew someone had my back. (Thunder!) You’ve been … CrowdStruck! Now that you’ve got that guitar riff stuck in your head, too, let’s take a gander at Great Stuff Picks holding: CrowdStrike (Nasdaq: ). (It actually […] Household Disorder, Stay On Target & The MedMen Machine
August 18, 2021 Great Stuff
Disorder In The House There’s a flaw in the system … and the fly in the ointment’s gonna bring the whole thing down. — Warren Zevon Did you see the July housing starts report this morning, Great Ones? I’m not surprised if you didn’t. The financial media took one look at this report, blanched in […]