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The Handmade Tale
And have you ever been told you have a 'heart murmur'? If so, check out "the backstory" below...
5 hr ago
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The Handmade Tale
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The Bigger Mania: Blockchain or AI? Plus a Walk Down AI Memory Lane
I’m from the school of thought that “every picture tells a story...” I wish I had included the charts and screenshots I’m about to show you in something…
Jun 2
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Herb Greenberg
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The Bigger Mania: Blockchain or AI? Plus a Walk Down AI Memory Lane
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May 2023
AI Hits 'Mania' Phase
Artificial intelligence ('AI') is everything, everywhere, all at once, and it's happened so fast that it's hard to keep up... In writing these missives…
May 31
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AI Hits 'Mania' Phase
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Does Nvidia Take the Money... Or Wait to See What's Behind the Curtain?
Bubble bubble, toil and trouble...
May 30
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Herb Greenberg
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Does Nvidia Take the Money... Or Wait to See What's Behind the Curtain?
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Case Study – What Happens When a Great Brand Has an Outdated, Broken Business Model
Or Why Tupperware Investors Are Not Having a Party
May 27
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Case Study – What Happens When a Great Brand Has an Outdated, Broken Business Model
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Red Flag Alert – A Surging Med Device Company
Welcome to another edition of the Red Flag Alert... Before we get going, I’d say, “read my lips,” but since that’s not possible, read the words I’m…
May 25
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Herb Greenberg
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Red Flag Alert – A Surging Med Device Company
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Case of Mistaken Identity...
Can create great inefficiencies in price
May 22
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Herb Greenberg
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Case of Mistaken Identity...
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Case Study – A Shell Game of Projections
The late Maya Angelou had this great saying... When someone shows you who they are, believe them the first time. That goes for companies, too, which is…
May 21
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Case Study – A Shell Game of Projections
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IBM's Identity Crisis
Everybody knows IBM (IBM), but ask anybody what IBM does, and you're likely to get a blank stare, stammering, or the wrong answer... Yes, it's a "tech…
May 15
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IBM's Identity Crisis
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Why Google and Costco Have More in Common Than You Might Think
First mover doesn't always win the race...
May 11
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Why Google and Costco Have More in Common Than You Might Think
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Revenge of the Plumbers, Carpenters, Tile Layers and Welders. And a Red Flag Alert Update
While everybody is looking here, there's a case to be made that there has never been a better time to look there... The "here," of course, is artificial…
May 10
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Revenge of the Plumbers, Carpenters, Tile Layers and Welders. And a Red Flag Alert Update
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Red Flag Alert: 3 Stocks to Avoid
Warren Buffett's first rule of investing is, "Never lose money"... Rule No. 2 is, "Never forget rule No. 1." Welcome to The Red Flag Alert, a rolling…
May 9
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Red Flag Alert: 3 Stocks to Avoid
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