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

    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 mins
  • Disney Does Offense
    Aug 12 2021

    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 mins
  • You Can Go Your Own Way, but Should You Stay Home?
    Aug 11 2021

    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 mins
  • Could US Steel be a Steal?
    Aug 10 2021

    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 mins
  • Hair Today. Gone Tomorrow.
    Jul 30 2021

    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 mins
  • The Parts May be Greater than the Whole in Big Tech and Music
    Jul 29 2021

    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 mins
  • Apple, Google, and Microsoft Take the Mound
    Jul 27 2021

    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 mins
  • You Can Only Use Your Illusion for So Long
    Jul 21 2021

    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 mins