Archive

Backed Into the Corner of the Streaming Wars, This Tech Firm Is Playing Its Final Gambit

Backed Into the Corner of the Streaming Wars, This Tech Firm Is Playing Its Final Gambit

Roku is making one last play to stay relevant in the streaming wars... When movie theaters suffered immensely during the coronavirus pandemic lockdowns, home streaming services of all stripes picked up the slack. Even before 2020, the streaming market was already saturated in what has been called the "streaming wars." With so many competitors in […]
Mr. Market May Finally Push This Ride-share Company Toward Profitability

Mr. Market May Finally Push This Ride-share Company Toward Profitability

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 […]
Wall Street Has Given Up on This Once-Trendy Fashion Brand

Wall Street Has Given Up on This Once-Trendy Fashion Brand

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. […]
Consumers' Wallets are Stronger Than You Think

Consumers' Wallets are Stronger Than You Think

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 […]
When It Comes to Investing, EQ Matters More Than IQ

When It Comes to Investing, EQ Matters More Than IQ

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. […]
Despite the World's Best Efforts, We Just Can't Quit Coal

Despite the World's Best Efforts, We Just Can't Quit Coal

The crisis in Ukraine revived coal demand...  As the world has gradually shifted to greener energy sources, coal has taken a backseat.  For a few years, everyone was referring to the world's dirtiest power source, coal, as a power source of the past.  However, the war in Ukraine has forced many western countries to rethink […]
Spotify Wants to Break the 100-Year Music Industry Cycle

Spotify Wants to Break the 100-Year Music Industry Cycle

The music industry is a cutthroat arms race...  From vinyl and 8-tracks to CDs and Napster, the 20th century saw huge disruptions in music distribution... and the 21st century is showing no signs of slowing down. Each time a music format takes the world by storm, it's quickly thrown aside for the next in the […]
Panic in May, and Go Away?

Panic in May, and Go Away?

Editor's Note: We wrote this note to our premium subscribers yesterday and wanted to make sure all our readers heard these thoughts this morning after a rough day in the market and a challenging start to the year thus far. We have understandably been getting a lot of questions from our readers and institutional clients […]
Supply Chains Are Struggling Even as the Coronavirus Recedes

Supply Chains Are Struggling Even as the Coronavirus Recedes

The record number of ships waiting to dock is just scratching the surface of supply chain woes...  Struggling to find toilet paper and standing desks in the early days of the pandemic was only the beginning of the supply chain shortages we've experienced over the past two years.  Grocery store aisles continue to be sparse […]
The Self-Serving and Selfish Results of Great Acts of Kindness

The Self-Serving and Selfish Results of Great Acts of Kindness

Acts of kindness help make people better... A question I ask myself often is how do I, as a leader, build an organization that has the best chance to succeed for the long term? How do we make sure that our people, our entire global workforce, are motivated and want to work? How do we […]