Latest Insights on WBA
Let’s Talk Turkey: The Real Inflation Villains
November 23, 2021 Big Picture. Big Profits., News, U.S. Economy
One thing I like about Thanksgiving is the opportunity it presents for stimulating conversation. I’m not talking about heated political debates. Over the years, I’ve figured out a clever way to avoid this entirely. No, I don’t disinvite people I disagree with. I simply prime myself with a couple of interesting, but little-known facts. I wait for the right moment, then drop the bomb … gently, of course. And just to make sure there’s no blowback, I focus on issues where everyone will agree. Republican or Democrat, it doesn’t matter. So, in service of your Thanksgiving table, allow me to offer 2021’s Bauman’s Diversionary Topic™… Palantir Palate Cleanser, Robbin’ Robin & GE Makes 3
November 9, 2021 Great Stuff
Sucker Punched Palantir It’s time to follow up on Palantir Technologies (NYSE: ) and this morning’s trip to the earnings confessional. But first … are any of you Great Ones familiar with Edie Brickell & New Bohemians? What? Sure, the “What I am is what I am is what I am” band, right? What does […] 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 […]