The theory going into tech earnings season was that business spending would offset a consumer slowdown. The opposite has been true...
Continue ReadingHome Depot workers in Philadelphia rejected the first store-wide labor union at the world's largest home improvement retailer Saturday night, a loss for a fledgling movement to organize at major U.S. companies...
Continue ReadingAre these two tech stock good long-term stocks to buy now?...
Continue ReadingClick here for charts from this week that have reached levels I have never seen before. Some of these charts have even reached levels not seen in the history of US markets...
Continue Reading1Life Healthcare has recently been the target of an acquisition by Amazon for $18/share. See why I would suggest AMZN has overpaid for ONEM...
Continue ReadingAmazon stock has already seen a freefall to a level similar to the 2008 recession. Read more why AMZN is a buy...
Continue ReadingGoogle Shopping is failing to effectively challenge Amazonâs marketplace. Read more to see my thoughts on YouTube Shoppingâs potential growth...
Continue ReadingIn the short-term, it seems that value investors, after more than a decade of underperformance, are finally taking a victory lap. Find out if FANG is dead...
Continue ReadingWe made our initial Seritage Growth Properties purchase in 2018. Why do we now think that SRG stock is good on paper but impossible to execute? Find out...
Continue ReadingPayPal shares are down 4.2% after Q3 results overnight, taking them to the lowest since 2017 and 18x 2022 EPS. Read my earnings analysis of PYPL stock...
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