📈STOCKS TO WATCH Expedia ($EXPE) ▪ OTA (online travel agent) ▪ $13.9 billion mkt. cap Brief: Expedia and its rival TripAdvisor reported disappointing …
| Nov 18 |
👋Hello friends. Here’s to a great weekend. 📚WHAT WE READ Pure gold😂😂😂 Matt Levine parodies Adam Nueman’s first encounter with Masayoshi Son: Son: …
| Nov 9 |
⚡Announcement⚡ We compiled a spreadsheet so you can easily follow the stocks we are watching. STOCKS TO WATCH Grubhub ($GRUB) ▪ Food-delivery🚗 ▪ $3.18…
| Nov 6 |
Which app looks like it was made for 2019? If you said the top one, congrats! The top one is Square’s Cash App, the bottom one is my bank’s app. If pre…
| Oct 31 |
👋Hello. Every Saturday morning we’re going to send our favorite listens, reads, and watches. Have recommendations? Feel free to shoot me an email at t…
| Oct 12 |
🔥American Tower ($AMT); iShares Cohen Steers ($ICF)
Listen now (11 min) | American Tower ($AMT) ◾ Wireless infrastructure REIT ◾ $98 billion market ◾ 1.99% div yield Brief: American Tower has crushed the…
| Oct 9 |
👋Hi everyone. I decided to make today’s issue of the newsletter free. If you like what you see, sign up below. Today’s Newsletter: Data center REITs. …
| Oct 2 |
Companies to Watch Stitch Fix ($SFIX) ◾ Online retail ◾ $1.84 billion market cap Two reasons why I like this company: The youngest female founder to ta…
| Sep 27 |
Companies to Watch HealthEquity ($HQY) ◾ Healthcare Insurance ◾ $4.34 billion market cap Brief: Since peaking above $100 in November 2018, HealthEquity…
| Sep 25 |
The Consultants Bob and Rick were two consultants from Detroit. Their business was helping bakeries and snack-food companies develop new products. Thei…
| Sep 23 |
⚡Important⚡All entries, exits, and profit levels are meant to be guides; not set in stone. 🛢Energy ($XLE), ($XOP) & ($AMLP) ◾ Fossil fuels Energy has …
| Sep 6 |
Papa John’s ($PZZA) ◾ Quick service restaurant (QSR) ◾ $1.39 billion mkt. cap Brief: Since hitting $90 per share in December 2016, Papa John’s fell ~58…
| Aug 28 |