RIVN Is A Speculation Not An Investment
While there are no precise definitions for investment versus speculation, I think the distinction is useful for understanding the amount of risk you are taking....
Author : Top Gun Financial Planning
The Easy Money Has Been Made
Another sign for peak inflation: US headline consumer price for Jul rose 8.5% YoY and was flat MoM. Economists were expecting increases of 8.7% and...
COIN Is In Trouble
The Wall Street Journal ran a feature story over the weekend on Coinbase’s (COIN) overreach during the crypto boom – and how that has left...
UPST May Not Survive
While I have written a fair amount about the “Leaders of the Future” – stocks who have been beaten down but that I believe will...
DASH: RIP Jim Chanos
I was sitting at my desk eating my lunch of Black Pepper Fettucine from Spasso via DoorDash (DASH), reviewing DASH’s excellent 2Q22 results and waiting...
Love And Money In The Time Of COVID
Growth stocks, crypto and hookups. YOLO. If only I was Dan Bilzerian. Online dating leader Match (MTCH) and online brokerage Robinhood (HOOD) reported 2Q22 earnings...
PYPL Is Not Going To $0
After going straight down for the last year PayPal (PYPL) is showing signs of life. 2Q22 Total Payment Volume (TPV) rebounded to $340 billion. Revenue...
Everybody Knows It’s A Bear Market Rally
We don’t think the market has bottomed. We clearly have not priced in a recession – David Spika, CIO GuideStone Capital Management (quoted in “Investors...
Is UBER Turning The Corner?
I have never owned Uber (UBER) and thought I never would but after reviewing their 2Q22 earnings I asked myself for the first time: “Should...
MOS Is A Juggernaut
Fertilizer producer Mosaic (MOS) reported 2Q22 earnings after the close Monday. While earnings missed estimates and the stock is -3% as a result, I couldn’t...