Open Mike
In this episode of Open Mike, Mike discusses the efficient market hypothesis and the wisdom of crowds. He then discusses individual companies and stocks, such as Costco (COST), Nvidia (VNDA),…
Berkshire Hathaway: BRK/B
The last time we talked about Berkshire Hathaway (August 2023), it traded at $360 a share. We thought that was cheap, so we suggested options enthusiasts sell a put spread…
Fifth-Third Bancorp: FITB
After witnessing Silicon Value Bank's carnage, we have been leery of dipping into the regional banks. Sometimes, we ask ourselves, "Is that fear overdone?" This article is for paid members…
Synchrony Financial: SYF
If you look at the broad market averages, as we often do, stocks look very expensive. But we have to remember that we live under the Magnificent Seven regime. These…
Humana: HUM
Health management companies have been under pressure lately, and the reason for this is not altogether surprising but, of course, difficult to predict ahead of time. This article is for…
Open Mike
In Monday’s episode of Open Mike, Mike discusses Disney ($DIS), Delta Airlines ($DAL), Uber ($UBER), Robin Hood ($HOOD), Lululemon ($LULU), and Blackrock ($BLK).
APA Inc: APA
The oil and gas market surprises us these days, but that does not mean there is nothing intelligent to do. We have been patient, waiting for the old trend to…
The Scariest Chart We See
The stock market has been in a bull phase since the bottom of the Great Depression of the 1930s. The scarcest chart suggests that the move could end at any…
Probability of Profit
In this video, we replay an old video of Mike discussing how one should think about the probability of profit when trading options. It is just as relevant today as…