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DE: Farming Is Fundamental

DE: Farming Is Fundamental

February 17, 2023 Reading Time: 3 minutes

While I was waxing lyrical about the app economy yesterday afternoon, I did include the caveat that these companies won’t come to the forefront until the current macro clouds blow over. In addition, the app economy depends on a sound…

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Brave New World: The App Economy Is The Future

Brave New World: The App Economy Is The Future

February 16, 2023 Reading Time: 3 minutes

Imagine this: A rich entrepreneur in his vacation rental (AirBnb), running his business with Shopify’s (SHOP) online store platform and Zoom (ZM) meetings, being chauffeured around in UBERs, eating Chipotle (CMG) burritos delivered to him by Third World immigrants via…

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So Many Narratives, So Much Confusion

So Many Narratives, So Much Confusion

February 16, 2023 Reading Time: 3 minutes

I have to admit it: I have no clue what is going on. The market has essentially been chopping around for the last two weeks as you can see in the tweet above by Jim Bianco. From a narrative standpoint,…

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You Can’t Go Wrong With KO

You Can’t Go Wrong With KO

February 14, 2023 Reading Time: 1 minute

While the market sorts out what appears to be a slightly hotter than expected January CPI Report, Coke (KO) reported an excellent 4Q22 earlier this morning. Organic revenue was +15% and they guided 2023 organic revenue to +7-8% and comparable…

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Market Preview Week of Feb 13-17: Leaders of the Future: ABNB SHOP DASH DKNG

Market Preview Week of Feb 13-17: Leaders of the Future: ABNB SHOP DASH DKNG

February 11, 2023 Reading Time: 5 minutes

The main event next week is the January CPI Report on Tuesday morning (for more on this see “Icahn’s Puts And The January CPI”, Top Gun Financial, February 10). In addition to the CPI, a number of what I have…

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Dead-LYFT And The Perils Of 2nd Rate Companies

Dead-LYFT And The Perils Of 2nd Rate Companies

February 10, 2023 Reading Time: 3 minutes

It’s better to own a wonderful company at a fair price than a fair company at a wonderful price – Warren Buffett Most of us have an inclination to root for the underdog. We want to believe that David can…

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Icahn’s Puts And The January CPI

Icahn’s Puts And The January CPI

February 10, 2023 Reading Time: 2 minutes

While the price action still favors the bulls, the market has been marginally weak over the last five trading sessions since Apple (AAPL), Google (GOOG/GOOGL) and Amazon (AMZN) reported 4Q22 earnings on Thursday afternoon February 2nd. One of the more…

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PEP K: Boring Is Beautiful

PEP K: Boring Is Beautiful

February 9, 2023 Reading Time: 3 minutes

While it’s always nice to hit home runs, I prefer to hit singles in the current environment. Pepsi (PEP) and Kellogg (K) are not sexy stocks but boring is beautiful as far as I’m concerned. Both reported excellent quarters this…

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Why I’m Betting UBER Is Crushing LYFT

Why I’m Betting UBER Is Crushing LYFT

February 9, 2023 Reading Time: 2 minutes

UBER reported an excellent 4Q22 before the market opened on Wednesday and shares rose 5.32% on the day as you can see in the chart above. However, note that shares of LYFT fell 6.58% on the day. What does it…

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UBER Is Crushing It But The Stock Is Short Term Overbought

UBER Is Crushing It But The Stock Is Short Term Overbought

February 8, 2023 Reading Time: 2 minutes

UBER reported another strong quarter this morning and I now believe the stock will be a long term winner – but it’s overbought in the short term. 4Q22 Gross Bookings increased 19% compared to a year ago to $30.75 billion….

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I dropped out of Philosophy graduate school to start Top Gun in 2006 to profit from the bursting of the housing bubble. The stock market peaked in 2007 and Top Gun beat the S&P by more than 50% in 2008... Learn More

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