By Sam McBride Netflix (NFLX) stock dropped 11% yesterday after the company reported its lowest quarterly subscriber growth numbers in three years, and …
As the market reaches record levels despite no real profit growth, diligence matters more than ever. Irrational exuberance can drive stocks to dangerously high levels in …
By Sam Mcbride It appears that the Netflix (NFLX) micro-bubble might finally be bursting. We’ve been bearish on Netflix for a long time, but our conviction …
In early 2017, as Snap, Inc (SNAP) prepped for its IPO, CEO Evan Spiegel received fawning profiles in the pages of prominent papers …
By Kyle Guske II As we wrote in our recent report, “Bursting the Micro-Bubble – Part 1”, a bubble exists in certain stocks …
We originally featured GM as a Long Idea on 3/15/18. At the time of the report, the stock received an Attractive rating.
By Kyle Guske II It’s no secret that Wall Street research is conflicted. For a perfect example, look at the coverage of the Snap IPO.
By David Trainer The biggest challenge Spotify Technology (NYSE:SPOT) faces is simple. It doesn’t own the music that consumers listen to on its platform.
Very few companies combine steadily increasing revenue and a high return on invested capital better than GOOGL.
Previously, we noted that Tesla Inc (NASDAQ:TSLA) CEO Elon Musk’s executive compensation plan raised significant red flags. Since then, proxy advisor Glass Lewis recommended investors …
