“I’ve been unimpressed with management’s execution and vision on the consumer side of the company”
Goldman Sachs profits plunge 58% as dealmaking dries up
“[POOL] Investors are not accustomed to back to back poor quarters”
3-Stock Lunch: LEN, POOL & CVNA
“Credit in general is likely to underperform because it is priced for absolute perfection and absolute disinflation which is not happening very quickly”
Disappointing Credit Market Returns Add Fuel to Bearish Bets
“I see some short-term headwinds after the most recent price movement and that Microsoft is threatening Google’s dominance in the search engine market. However, that it is a good stock for the long run”
Alphabet Exuberance Is Cooling on Wall Street After Stock’s Strong Run
