Archive

The Incestuous SaaS Cycle Is Getting Ugly

Even the strongest SaaS businesses are facing headwinds...

• AMZN
• CRM
• FIVN
• SHOP
• WDAY
• WK
• WMT

The Looming Opportunity From Past Corporate Excess

These companies need more capital... And they need it soon.

Investing Advice From Your Kid's Gaming System

New technology allows you to take stock ideas for a "test drive"...

Vaping Sank This Cigarette Company... Now, It Might Save It

The market is distracted by this e-cigarette debacle...

• MO

Watch Out for Patchy Repairs on This Sinking Private Equity Boat

Things are going to get hairy in this tough environment...

• BX

This Industry Will Buck Real Estate Struggles

These trends could help kick off a wave of more rational investing...

• AIRR

Banks Weren't Lending... The Collapses Made It Worse

Don't let the recent strength in the stock market fool you...

• BAC
• C
• JPM
• WFC

How to Tell When a Business Is Going 'Exponential'

Disruptive trends are changing the face of many industries...

• COST
• PYPL
• ZM

What Investors Are Missing as This Former Conglomerate Splits Up

The market views this company as a cog in the economic machine...

• GE

Blackstone's Veneer of Safety Is Cracking

The growing fault lines in real estate are only going to get wider...

• BX