Berkshire Hathaway: BRK-B
We will probably like Berkshire Hathaway stock forever. We suggested a bullish trade on the stock back in September but suggested closing it a few weeks after the hurricane moved…
Novo Nordisk: NVO
Diabetes is a chronic illness that seems to keep getting worse. Some people are born with it. However, we think the primary cause is diet. In particular, we point to…
Extend & Pretend: IWM
We had trouble reading the tea leaves a few months back. We thought Kamala Harris would become president, mostly because of the press. We had a hard time accepting this…
Fox Corporation: FOXA
The cable network channels have been a good investment theme for the bulls to ignore. For at least a decade now and probably pushing on two, they have had trouble…
Bitcoin: iBIT
There are a few important days in the world of bitcoin. The first was on January 3, 2009. That is the day the bitcoin network began with Satoshi Nakamoto mining…
Campbell Soup: CPB
The Cambell Soup Company is one everyone knows and one that we have talked many times about here on the TOE pages. This article is for paid members - please…
Open Mike
In Monday’s episode of Open Mike, Mike discusses the PEG ratio, BJ Wholesale, Costco, NVIDIA, and Palantere.
Long Term Interest Rates: TLT
One of the aspects of trading that people do not appreciate is game theory. We like to think we do calculations that determine value and then trade accordingly. The question…
Open Mike (and Mark)
On Friday, Mike and I did a special episode of Open Mike discussing bitcoin.