Subscriber jryan (below) delivered some reasonable comments and criticism yesterday in the Comments Section. Basically he said he is “getting sick of reading about cannabis and Fin TV commentary” — and he wants more (long) stock suggestions, etc. I wanted to respond in the first column of the day. * Few longs have represented value …
Read in context ›Boeing Stock (BA)
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51 mentionsA Fair Criticism Deserves a Response My Comment of the Day Dougie Kass 3m ago The tide is going out and now you understand my resentment towards Fin TV. Look at their favorite stocks – $BABA $UBER $NFLX $SHAK $GEV $CAT Paramount, $BA, $RDDT the banks/brokers/private equity et al They are swimming naked. Memo to retail investors – they will not take ownership of their mistakes, …
Read in context ›Block's Layoff Announcement Is Misleading and Has Likely Been Misinterpreted by the Markets The tweet below about Block ( XYZ ) laying off about half its employees due to “AI” is exactly right, in my view. In my opinion, Block’s statements about the layoffs could be construed as materially misleading as well: h…
Read in context ›Space Command On Wednesday, President Trump signed an executive order that will ease regulation for commercial spaceflight. The statement released by the White House notes, "Inefficient permitting processes discourage investment and i…
Read in context ›Some Key Market Observations * Upbeat Consensus Profits Expectations Are Unrealistic 2025-26 S&P EPS expectations are too high ( WHR , UPS , SWK , etc.). In particular, the second half of this year is likely to result in year over year disappointmen…
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