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It’s amazing how many investment thesis fall apart with a simple question. What’s the catalyst? Why now? When you pull the answer back, it often comes back to hope. They hope the valuation will rise. ...

People are funny. If you tell them that you buy and hold a basket of stocks that isn’t the S&P 500, they look at you like you are crazy. Yet, someone who adds gold to ...

Quick thoughts on 4 stocks I’ve got stuck in my head.

My views with Netflix have been evolving with the company. I never loved the stock in the past, it always felt like they wanted to be a content company and they were terrible at it. ...

I’m a bull, but sometimes you see things so silly that you can’t ignore them. For me, that is Celsius stock right now. Growth investors are going crazy and Celsius has been on a monster ...

I’ve got to get back to posting more, but for now I wanted to do some quick hits.

I usually miss quite a bit on these, but that is the point of crazy! Here we go.

The market is heading back to stupid levels, with stocks going on crazy runs. I’ve seen a lot of people say everyone is making the same mistakes as the last bull run, so as an ...

I’ve always had a different view of Elon than most people. You either love him or hate him. I’m sort of in the middle. My take has generally been: Elon’s a bullshitter who delivers. Given ...