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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...
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…
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Herb Greenberg
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…
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Herb Greenberg
2
Does Nvidia Take the Money... Or Wait to See What's Behind the Curtain?
Bubble bubble, toil and trouble...
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Herb Greenberg
Case Study – What Happens When a Great Brand Has an Outdated, Broken Business Model
Or Why Tupperware Investors Are Not Having a Party
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…
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Herb Greenberg
Case of Mistaken Identity...
Can create great inefficiencies in price
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Herb Greenberg
2
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…
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Herb Greenberg
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…
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Herb Greenberg
2
Why Google and Costco Have More in Common Than You Might Think
First mover doesn't always win the race...
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Herb Greenberg
4
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…
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Herb Greenberg
2
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…
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Herb Greenberg
8
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