Latest Insights on WRBY
New Streaming King: Disney Devours Netflix in Subscriber Growth
August 11, 2022 Great Stuff
I’m Going To Disney Land… Great Ones, I just ran away from Netflix (Nasdaq: ). Now I’m going to Disneyland. I just joined a new streaming service … I’m going to Disneyland. I just watched the multiverse … I’m going to Disneyland. I just flipped off Reed Hastings … I’m going to Disneyland. I just […] Carvana’s Losses In Bloom; Smells Like Spirit Airlines
May 16, 2022 Great Stuff
Smells Like Carvana Load up on cars, bring your friends. It’s fun to lose and to pretend. Carvana’s (NYSE: ) over-bored, self-assured … oh no, I know a dirty word. Hello, hello, hello, how low? How low will Carvana go? Nobody knows. With the job cuts, it’s less dangerous. Investors are here now, entertain us! […] MGM’s Merger Madness; Warby’s Still Wobbling; KSS Of Death?
March 17, 2022 Great Stuff
A Buyout. Shaken, Not Stirred When you were young and your portfolio was an open book, you used to say live and let live. (You know you did! You know you did…) But if this ever-changing world in which we’re livin’ makes you want to give in and trade … say live and let Amazon […] Astro’s Stairway to Heaven, Cal-Maine Cracks Up & Woah There Warby
September 29, 2021 Great Stuff
Amazon Astro: Ruh, Roh George! What falls down stairs (alone or in pairs), rolls over your family’s dog? What sees you as a snack? Better watch your back! It’s Amazon’s Astro! It’s Astro. It’s Astro. It’s recording your neighborhood. It’s Astro. It’s Astro. It’s better than bad, it’s good? (Anyone else watch Ren & Stimpy?) […] Cassava’s Quality Quagmire, Warby’s Weeble Wobbles & Pitching An Urban Outfit
August 25, 2021 Great Stuff
The Not-So-Perfect Drug? One pill makes you larger, and one pill makes you small. And the ones that Cassava Sciences (Nasdaq: ) gives you might not do anything at all… Or so a “statement of concern” from Jordan Thomas says. Thomas is a partner and chair of Labaton Sucharow, a whistleblower legal practice that specializes […]