Block Inc. | XYZ
In the company's Q4 letter to shareholders, CEO Jack Dorsey stated, "Today, we shared a difficult decision with our team. We're reducing Block by nearly half, from over 10,000 people…
Whirlpool Corp | WHR
Whirlpool's management has been put on notice. Shape up or ship out! This article is for paid members - please login or subscribe for access.
Wayfair Inc. | W
It has been a while since we discussed Wayfair, the fledgling online furniture and household products company growing revenue and poised to become profitable. This article is for paid members…
Emerging Markets & MercadoLibre | MELI
We are becoming more enthusiastic about emerging markets every day. It looks like the 15-20-year bear market is over, and they are about to get a tailwind as emerging-market economies…
“If Something cannot go on forever, it will stop.” -Stein
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Hut 8 | HUT
One of the positions running off on Friday was a cash-covered put on Hut 8. Hut 8 is a Canadian Bitcoin mining company making a big pivot into AI by…
Office Hours
In this week's episode of Office Hours, Mike & Mark take an in-depth look at PayPal and Palo Alto Networks. This article is for registered members - please login or…
Options Expiration
Standard monthly options expire on Friday, so we thought we would comment on the performance of a few of the trade suggestions we made. This article is for paid members…
Virtu Financial Inc. | VIRT
One of the companies behind Robinhood and other no-commission brokers is Virtu Financial. This article is for paid members - please login or subscribe for access.
United Airlines Holding Inc. | UAL
One industry decimated by the COVID-19 lockdown was the airline industry. They were doing very well before the lockdown, as the industry matured and semi-monopolies emerged through control of landing…
Voya Financial Inc | VOYA
Today we are going to return to VOYA, the big 401k manager. The stock has been trading sideways with a slight upward bias, even as the company yields about 9%.…
PayPal | PYPL
PayPal just reported earnings a week ago, and investors did not like what they saw. The punishment was swift and severe, as the share price fell $12.50, or nearly 24%.…