エピソード

  • Renovation vs. Inflation with Home Depot and Lowe’s
    2021/08/17

    Home Depot and Lowe’s love that we got hooked on renovation in lockdown, but, even if demand persists, inflation may put a dent in forecasts with delayed purchases, higher inventory, and lower margins.

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    7 分
  • Disney Does Offense
    2021/08/12

    Baseball fans and shareholders may disagree if there's a must-win game in August, but, regardless, Disney is positioned to win the long game.

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    6 分
  • You Can Go Your Own Way, but Should You Stay Home?
    2021/08/11

    Who do you listen to — Stevie Nicks or interest rates? Stevie puts on a better show, but Covid threw a Monkey Wrench into her concert plans, and it's more than Rumours to Southwest Airlines.

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    5 分
  • Could US Steel be a Steal?
    2021/08/10

    The infrastructure in Flushing may be collapsing (and we don’t mean roads and bridges), but, elsewhere, companies like US Steel are standing strong.

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    9 分
  • Hair Today. Gone Tomorrow.
    2021/07/30

    Great hair will only take you so far. It’s what’s under that matters. Robinhood’s brand looks good, but it isn’t as innovative as some may have you believe — especially compared to a Coinbase.

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    9 分
  • The Parts May be Greater than the Whole in Big Tech and Music
    2021/07/29

    The Traveling Wilburys was a supergroup that failed to fully exploit the potential of its individual parts. Big tech companies like Amazon and Facebook have a lot in common.

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    6 分
  • Apple, Google, and Microsoft Take the Mound
    2021/07/27

    It’s a different kind of Moneyball when Microsoft, Apple, and Google pitch earnings, and they’ve all got great arms, but the long game may be in Google’s favor.

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    8 分
  • You Can Only Use Your Illusion for So Long
    2021/07/21

    We used to love them, but we had to kill them. Stocks like Netflix and Tesla don’t have the following they once had — but is it better to burn out than to fade away?

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    10 分