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AMZN

The Fatal Flaw in Peloton's Turnaround Strategy

The pandemic has given Peloton (NASDAQ: PTON) a severe case of whiplash. The connected fitness company went from being unable to keep up with demand for its pricey stationary bikes to being overloaded with inventory it can't sell...

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AMZN GOOGL

Saga Partners – The Trade Desk: A Volatile But Likely Very Lucrative Journey

The Trade Desk does trade for a high multiple. But how many ad dollars would have to go over TTD's platform to justify a $20B market cap? Find out...

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AAPL AMZN GOOGL MSFT

Saga Partners Q2 2022 Investor Letter

The decline in the Saga Portfolio during 1H 2022 has been surprising. What is going on? Are these declines permanent or an opportunity? Click here to find out...

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AMZN

FedEx On Sale For A Limited Time Only

FedEx is trading 18% below its recent highs. I explain why this is a good opportunity to buy the stock on the cheap. Click here to read more...

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AAPL AMZN GOOGL TSLA

Wall Street Breakfast: What Moved Markets

Listen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify...

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AMZN MSFT

HashiCorp: Driven By The Platform Catalyst For Enabling Multi-Clouds

HashiCorp managing to increase customer retention and drive up recurrent revenues. Click here to read its growth catalysts and my PT for HCP stock...

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AMZN

Weekly Roundup

This week was all about the Fed chair's speech at Jackson Hole, but before that, we made moves in Verizon, AMN Healthcare, and PSQ...

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AMZN

Nordstrom, Twitter Peloton: Stocks That Defined the Week

A company that is trying to improve its shaky quality record plans to appeal an Aug. 19 jury verdict in Georgia that determined punitive damages of $1.7 billion should be imposed on the auto maker for selling 5.2 million F-250 Super Duty trucks from model years 1999-2016. One month after agreeing to buy a network of health clinics, the e-commerce giant is now bidding for home-health-services provider Signify Health The Wall Street Journal reported Aug. 21...

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AMZN

Stock Stories With a Motley Fool Senior Analyst

Why his search for "the next Warren Buffett" ended badly. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. Chris Hill: How would an investor react if the company they bought shares of went bankrupt?...

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AMZN

HBO renews ‘House of the Dragon,’ Amazon places big bet on ‘Rings of Power’

HBO's "Game of Thrones" prequel series "House of Dragon" has been renewed for a second season after its massive debut, Amazon Prime's "The Rings of Power" becomes most expensive series ever made, and NBC is reportedly considering trimming its primetime hours to cut costs...

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