Crocs is fresh off its Investor Day and rallied nicely afterwards (+7% since 9/14 when it held Investor Day). Its YTD performance (+152%) is amazing. The stock…
It has been a while since I updated you as the day job has been crazy recently. My portfolio has stayed mostly the same and…
TURN reported Q2 earnings Monday and did the call yesterday morning – story remains exciting as NAV is at a 6.5 year high and grew…
Quick Stock Talking note today – hidden in Cinemark’s Q2 2021 10-Q is actually NCMI’s 2Q revenue, operating and net income results: You can see this…
Charlie and I never spend a day talking about macro. Warren Buffett I spent a good chunk of Saturday catching up on Q2 earnings and…
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…