Too Hard Pile
My too hard to understand pile is pretty big, but I don’t throw enough stocks in the too hard pile. Teladoc is an awesome company with an awesome mission, but in reality I don’t understand ...
Month: January 2022
Peloton: SaaS Plus a Box or Boxed In?
The tides changed and Peloton was swimming naked. Or were they purposefully skinny-dipping? Let’s dive in and figure it out. Connected Fitness Products Sales dropped substantially, while costs rose substantially. Not a good combination. Let’s ...
22 Wild Predictions for 2022
I love wild predictions. I expect most of these will be wrong but at worst it is a fun thought exercise. Coinbase hits $700 Amazon stock hits $5,000 Opendoor continues to successfully scale business during ...