Discover Financial Services: DFS
Credit card products are the most profitable products in the financial services industry. I am also the most volatile. When the economy is chugging along, defaults are low and profits…
Is Disney Turning the Corner?: DIS
When it comes to disappointments, there is no greater disappointment than Disney. Disney is a company that cannot shoot straight. That being the case, we suggested a bearish trade on…
Is Alphabet in the Soup?
Challenges Facing Alphabet's Business in 2025 Alphabet Inc., the parent company of Google, remains a dominant force in technology, with a market capitalization of nearly $2 trillion and a business…
Office Hours
In this weeks episode Mike and Mark discussed accounting, Pfizer, Apple, investing, Charlie Munger, the trade deficit, tarrifs, McDonalds, Cheezecake Factory, Microsoft, GM, valuation and capital intensity, Delta Airlines, etc.
What’s Next for Copper
The electrification of everything is proceeding on schedule. Copper is in demand as the electrical grid gets upgraded to deliver power ot vehicle charging stations and the buildout of data…
The S&P has made no progress over the past six months, and Warren Buffett is stepping down.
The S&P 500 total return, including dividends, is essentially unchanged since November 4th, 2024, the day before the presidential election. Given the attention given to market volatility in those six…
Growth at a Reasonable Price? Amazon.
Let's keep this quick. Amazon reports after the close, the stock is essentially where it was four years ago. It's growing faster than Walmart but is trading at about five…
Biotech: XBI
If there is one sector that has been left behind in the bull market in stocks, it is Biotech. It has been dead money since 2015. One can only wonder,…
Starbucks Earnings May Make Investors Jittery
Starbucks’ new CEO said the company is making progress on its turnaround plan. However, Brian Niccol, now almost 8 months into his new role, acknowledged, “I’d be remiss if I…
Microstrategy Update: MSTR
Microstrategy, a company that was originally known for making business intelligence software used os of that intelligence to redirect its business to become a Bitcoin treasury business. This article is…
Bath & Body Works: BBWI
Today we will talk about one of my wife's favorite companies. Bath and Body Works. This is a company that was spun off the Victoria Secretes Franchise when management decided…
Starbucks Earnings
“When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact.” -Warren Buffett This…