Can Anyone Stop Amazon?
As I combed through Amazon’s first-quarter earnings report, I couldn’t help but think: how does anyone compete with these guys? The...
Twitter Beat on Earnings, But What About the Valuation?
The great internet cesspool, known in the common tongue as Twitter, reported its 1st quarter earnings on Tuesday, April 23rd, and Wall...
iRobot Looks Fine if You’re Playing the Long Game
Robotic vacuum maker iRobot reported its 1st quarter earnings on Tuesday and got absolutely roasted in after-hours trading. Shares are...
Remember, Nobody Else Thinks Full Self-Driving is Close to Possible
Note: I’m writing this while the live stream is still going on, so if an Elon bomb drops don’t yell at me for not mentioning it Like...
Disney is Treating Streaming as a Loss Leader
At a media event on April 11th, 2019, investors finally got some information on the highly-anticipated Disney+ streaming service. It is...
Getting Real With Tesla Stock
Please note I do own a minuscule amount of Tesla put options that shouldn’t but probably will make you think I am biased against the...
Is Activision Blizzard a Forgotten Gem?
For those unfamiliar, Activision Blizzard (ATVI) is one of the largest gaming conglomerate in the world by market cap, worth around $36...
Why did iQIYI Raise Money?
On Friday, March 29th, Chinese video streaming platform iQIYI announced it had closed its convertible bond offering of $1.2 billion. It...
Zoom is the IPO to Watch, Not Lyft
Lately, the financial media has been talking a big game about the Silicon Valley Unicorns finally going public. Uber and Lyft have...
Has Apple Conceded to Roku?
Apple TV+ This week Apple unveiled a variety of new services in the Steve Jobs theater. If you weren’t able to catch everything they...
What To Make Of Boeing
The Crash: Two weeks ago, a Boeing 737-8 Max airplane crashed in Ethiopia. The crash killed 156 people and after an investigation it was...
How to Successfully Invest for the Long Term
This is the fourth and final piece from a series called “Investing for the Long Term.” You can read the first post here, second post...
Being Biased to the Long-Term
This is the third post in a series I am calling “Investing for the Long Term”. You can read the second post here and the first post...
Nvidia Trying to Buy Itself Some Growth
On Monday morning Nvidia announced that it would be buying Mellanox, a supercomputer chipmaker, for $6.9 billion. They will be paying in...
Sunday Finds From the 1 Comma Club 3/10/19
Due to a busy week, we weren’t able to be as active as we would’ve hoped. We pre-recorded all our shows and ended up having to push back...
All In On Roku
Roku is up 84% this year and deservedly so. Roku burst onto the scene, in the digital streaming and smart TV’s space after its 2017 IPO....
Target is Finally Starting to Win Again
Target shares are up 4.5% today, and for good measure: the big box retailer is starting to grow its sales again. The company released its...
How Compound Interest Affects Every Part of Life
“The best investment you can make is an investment in yourself…the more you learn, the more you earn.” – Warren Buffett. This is the...
Highlights from Lyft’s S1 Filing
Ride-sharing company Lyft filed its IPO and S1 on Friday, beating rival Uber to the public markets. The offering is one of potentially...
Buy the dip on Teladoc Health?
Teladoc Health’s stock is getting crushed after-hours, down as much as 21%. The company just released its 4th quarter and full year...