In the midst of the pandemic, many wondered if Uber (UBER) could survive... During the height of the coronavirus, no one was going anywhere or using Uber's ride-share service. Meanwhile, the company's food delivery service Uber Eats was substandard against competitors GrubHub and DoorDash (DASH), and it was still hemorrhaging money. Yet, in its recently […]

Abercrombie & Fitch (ANF) was the place to go for clothing in the early 2000s... From the late 1990s until the mid-2000s, the company was a staple at American malls. With shirtless male models standing outside stores along with dim lighting and thumping music inside creating a club-like atmosphere, shopping at Abercrombie was an experience. […]

The latest economic concern is consumer spending patterns...  When the coronavirus pandemic first spiked in the U.S., the country saw its fastest and most material contraction in a generation.  With folks staying home, fear of a complete spending shutdown had economists worried about a deep, long-lasting recession.  The government quickly put those fears to rest […]

While many investors were visiting Omaha, I went whitewater rafting in North Carolina... Last week was many investors' annual pilgrimage to Omaha, Nebraska that culminated in Warren Buffett and Charlie Munger, two of the greatest investors in history, conducting Berkshire Hathaway's (BRK-B) annual shareholders meeting. Meanwhile, I was on an executive retreat in North Carolina. […]