COIN Is In Trouble

COIN Is In Trouble

The Wall Street Journal ran a feature story over the weekend on Coinbase’s (COIN) overreach during the crypto boom – and how that has left it scrambling to right size the business as crypto melts down (“Coinbase’s Rapid Rise Left…

UPST May Not Survive

UPST May Not Survive

While I have written a fair amount about the “Leaders of the Future” – stocks who have been beaten down but that I believe will come back and thrive down the road – not all stocks that are down big…

DASH: RIP Jim Chanos

DASH: RIP Jim Chanos

I was sitting at my desk eating my lunch of Black Pepper Fettucine from Spasso via DoorDash (DASH), reviewing DASH’s excellent 2Q22 results and waiting for Jim Chanos to tweet something wrong with them. (He’s in the process of a…

PYPL Is Not Going To $0

PYPL Is Not Going To $0

After going straight down for the last year PayPal (PYPL) is showing signs of life. 2Q22 Total Payment Volume (TPV) rebounded to $340 billion. Revenue of $6.8 billion also speaks to stabilization. As a result, PYPL was able to slightly…

MOS Is A Juggernaut

MOS Is A Juggernaut

Fertilizer producer Mosaic (MOS) reported 2Q22 earnings after the close Monday. While earnings missed estimates and the stock is -3% as a result, I couldn’t care less because they were phenomenal. Revenue increased 92% compared to a year ago and…