Crocs more so than any company I own right now has executed spectacularly and smashed market expectations. When I first wrote up the stock in October…
I’m long MSOS (AdvisorShares Pure Cannabis ETF) because the cannabis sector has a sustainable growth runway with low market expectations and sizable buyers of multi-state…
Say it with me again – movies are back. Back as in as big as 2019. Bigger depending on what you want to comp Fast and…
It has been a while since I penned a Stock Talking update and I’m glad to say my portfolio remains the exact same as from…
It’s official – movies have returned to 2019 box office levels. Let’s go to Deadline for all the news from Memorial Day Weekend: Any major…
I’ve written about self-proclaimed anti-conglomerate Interactive Corp. (IAC) a few times in this newsletter, and it remains one of my favorite stocks. I think CEO Joey…
I wrote about 180 Degree Capital Corp (TURN) prior to quarterly earnings last week, recommending selling puts or outright buying the stock because the company was trading…
NCMI reported Q1 earnings after bell yesterday and the numbers look bad. I’m going to tell you why I’m not concerned with the print even if the…
Three quick Sunday items for today’s Stock Talking: 1. New podcast episode on strength of box office and why the puck is going to the…
180 Degree Capital Corp. (TURN) is a microcap ($75mm market cap as of 5/5/21) publicly traded closed end fund that owns public equities, cash and…