Archive

CROX

Coinbase in the S&P 500, Crocs and Tariffs, & Joby Aviation Update

May 13, 2025

Coinbase was up 10% after hours on Monday.

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Long-Short-Term Investing on Wall Street

May 12, 2025

The oddest conundrum of investing.

LYFT

Let's Celebrate Some Big Investing Wins

May 9, 2025

These 3 stocks are up 76%, 47%, and 29% in a month.

GOOG

Google Search and the History of "Dying" Tech Businesses

May 8, 2025

Apple wants to replace Google search in Safari and the market thinks search's days are numbered.

How to Spot a Good Buyback

May 4, 2025

Lots of companies buy back stock, but few do it well.

SoFi and Robinhood Earnings

May 3, 2025

Fintech's growth is off the charts.

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MGM

MGM Resorts & Spotify Earnings

May 2, 2025

A value stock and a monster performer that's getting a little expensive.

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What I'm Buying: May 2025 Asymmetric Portfolio Update

May 1, 2025

I'm buying 4 stocks, including a new position.

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Who Stole Christmas?

Apr 27, 2025

Retailers are thinking about Christmas, and so should you.

GOOG

Alphabet's AI Chapter

Apr 26, 2025

The future of Google is artificial intelligence.

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MBLY

Mobileye's Robotaxis Are Coming to Lyft AND Uber in 2026

Apr 25, 2025

"Thousands" of Mobileye-powered robotaxis could be on the road in the next two years.

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The Game Is Rigged

Apr 24, 2025

So, play a different game.