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Surge Pricing: Uber Shares Take Off
Plus: The Signal & The Noise
28 mins ago
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Surge Pricing: Uber Shares Take Off
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Beta ≠ Risk... in charts!
Plus: Peloton is less terrible but the Jobs Report is
Feb 8
19
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Beta ≠ Risk... in charts!
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4
Mag7 Reality Check
Plus: US GDP fails to outweigh inflation.
Feb 1
25
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Mag7 Reality Check
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January 2025
A Simplified Model For Valuing Companies
(Downloadable Spreadsheet Included)
Jan 25
40
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A Simplified Model For Valuing Companies
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9
The Consumer Discretionary Sector is Weird...In Charts!
Plus: January Sucks For Investors, And The Market is Top Heavy
Jan 18
24
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The Consumer Discretionary Sector is Weird...In Charts!
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5
Meme Stock Recap...in Charts!
Plus: Yield Curve is 'normal' and TSMC keeps AI dreams alive
Jan 11
27
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Meme Stock Recap...in Charts!
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Wall Street's Weight-Loss Hangover: Have Investors Binged Too Much on Obesity Stocks?
Plus: 2024 sectors in review, and much more!
Jan 4
27
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Wall Street's Weight-Loss Hangover: Have Investors Binged Too Much on Obesity Stocks?
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December 2024
Bulls on Parade: Earnings Estimates & Investor Euphoria
Plus: The S&P vs. The World
Dec 28, 2024
24
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Bulls on Parade: Earnings Estimates & Investor Euphoria
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The 'Other' Chip Stocks & Is The Stock Market Actually Expensive?
"There are two classes of forecasters: those who don’t know, and those who don’t know they don’t know"
Dec 21, 2024
26
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The 'Other' Chip Stocks & Is The Stock Market Actually Expensive?
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1
UnitedHealth & The Numbers Behind The Health Insurers
Plus: How to get fired as a CEO
Dec 14, 2024
18
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UnitedHealth & The Numbers Behind The Health Insurers
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Peak Apple? And The Great Rate Relapse
"In the business world, the rearview mirror is always clearer than the windshield"
Dec 7, 2024
25
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Peak Apple? And The Great Rate Relapse
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November 2024
Are Dividends Lame? Plus: The World's Greatest Money Factory
"Do not save what is left after spending, but spend what is left after saving"
Nov 30, 2024
16
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Are Dividends Lame? Plus: The World's Greatest Money Factory
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