Sitemap - 2023 - Herb Greenberg | On the Street

Red Flag Alert – Let it Snow

Jump the Shark Moment for Weight-Loss Drugs?

Talking Carvana, SPACs and... Greed

Quick Comment – Beyond U.S. Steel

'A Perish Risk'

Inflection Point

What’s Old is New Again: The Coming Boom in PCs

Special Report – Backdoor Play on AI

Quick Comment – Drug Industry, Disrupted

Red Flag Alert Update – Lopsided Boat

Intellectually Dishonest

Waiting for Godot

Special Report – The Company That Won My Heart

Some Personal News...

Dumpster Diving

Case Study – Why the Story of Newell Matters So Much

Hitting the Jackpot

Sounds of Silence

Special Report – A Backdoor Play on Longevity

Red Flag Alert – Caffeine Jitters

Medtech Carnage

Red Flag Alert – One Hand Washing the Other

Finding Treasure in Corporate America's Trash

The (Exaggerated?) Far-Reaching Effect of Miracle Weight-Loss Drugs

Reader Roundup: The 'Inspiring Longevity' Edition

The Reality of Longevity

Hiding in Plain Sight in the Name of ‘Transparency’

Red Flag Alert – How You Would Have Fared if You Had Avoided These Stocks

Red Flag Alert – Gutter Ball

Step Right Up, Folks... And Lose Money

Hunting for Illusions in IPOs

Memo to Investors: Beware of the 'Comfort Zone'

Two Battleground Stocks Hit the No-Buy Zone

The Hype, Hope, and Reality of AI

The Drug Industry Is Being Disrupted Before Your Own Eyes

Red Flag Alert – Solar Storm

Trying to Predict the Market's Next Big Move

Red Flag Alert – An Overlooked Risk at DexCom. Also, Updates on Past Red Flag Alerts.

Beware of the ‘Financially Fragile’. Also, Update on the Legal Drug Cartel

Just When You Thought It Was Safe to Go Back in the Water...

SPACs – The Implosion Continues. And... Where's the SEC?

Playing Investors for Fools

Tupperware – Hold the Confetti

This Time Will Be No Different

On Empathy, Money, Fame, Creativity, and Patience

Light Summer Reading: Stocks and Investment Themes for the Next Decade or Two...

Restaurant Roulette: 'Too Many Seats, Too Few Butts'

'Dash for Trash' – The Carvana Edition

Red Flag Alert – Rolling Out the Self-Kicking Machine. Two Stocks to Avoid, Two updates

When a Company Has to Constantly Tell You Its Dividend Is Safe

When AI-Driven Chatbots Really Work... And Proof We May Be at Peak AI Frenzy

Thank You, Elon Musk

Over-Mythologizing the Fed

Red Flag Alert – Two Former Short Activist Names to STILL Avoid. Also, a Yellow Flag and a Counter View on Penumbra.

Cracking Down on the 'Legal' Drug Cartel

IPO Insanity

The Truth Behind Weight-Loss, Diabetes Drugs

Welcome to Fantasyland

The Handmade Tale

The Bigger Mania: Blockchain or AI? Plus a Walk Down AI Memory Lane

AI Hits 'Mania' Phase

Does Nvidia Take the Money... Or Wait to See What's Behind the Curtain?

Case Study – What Happens When a Great Brand Has an Outdated, Broken Business Model

Red Flag Alert – A Surging Med Device Company

Case of Mistaken Identity...

Case Study – A Shell Game of Projections

IBM's Identity Crisis

Why Google and Costco Have More in Common Than You Might Think

Revenge of the Plumbers, Carpenters, Tile Layers and Welders. And a Red Flag Alert Update

Red Flag Alert: 3 Stocks to Avoid

What Really Caused the Run on Bank Stocks? (Hint: It Was NOT the Shorts!) And a Short Rant on the Fed

Microsoft’s (Not So) Hidden AI Warning

The Magic of Phantom Growth. Bonus Round: Still 'Cheap' After Nearly Doubling? And the Trap Door Under the Market's False Floor.

The World is Broken, Part 2 – Playing the Blame Game

The World Is Broken, Part 1...

The Next Shoe That Might Not Drop for Banks.

Why Talk of a Coming Recession Might Be Wrong

Conservative Investors, Bank Depositors Get the Last Laugh... And What Google and Microsoft's Chatbots Say about One Another

Why Chatbots May Cause Software to Disrupt Itself... and How to 'Play'​ the Crisis Du Jour

What It Means When Accounting Stories Start Making the Rounds

Don't Blame the Short Sellers for the Fall of SVB

A Dark Side of Mixing AI and Medicine

The Smartest Guys in the Room Weren't So Smart... And Supreme Irony at SVB and the SEC's Focus on Earnings Quality

1,000 Stocks to Avoid... Also, the Poster Child of AI Hype, and a Personal Note...

Why Olive Oil-Infused Coffee Won't 'Transform'​ Starbucks

No Matter What Anybody Says, the Markets Aren't Truly Efficient... And More on Buybacks

In Defense of Dual-Class Stocks... And Readers Weigh in on Buybacks and Reshoring

Alphabet Should Be a Magnet for Activists... And Paying for ChatGPT

Why Buybacks Are Just Another Form of Investing