A newsletter empire comes public.The company that produces so many of these newsletters (Empire, Stansberry, Palm Beach Research) is coming public via SPAC. Here is a link to the deck: https://static1.squarespace.com/static/5e81e117fb7d1e1df699db5f/t/603e0fb502294d712192f822/1614679994587/BSG_PIPE_Presentation_Slim.pdf
FUBO is in a pretty bad spot. Last I listened to management; they don't have a content strategy - they say it's just "opportunistic" based on what they can afford. You can tell from some of the comments below that there might be an opportunity as a niche [...]
Seems like this could be a good one to buy when we see better energy prices coming. I don't know when that will be but I imagine at some point we will get there.[...]
Thanks for this! I have owned this for some time after seeing the CEO present the case. It’s so speculative I consider it a long-term option so don’t own a ton but the recent performance was puzzling. Now I understand what may have been driving it. I s[...]
I’ve been short NRGV multiple times. It’s quite a story stock. No position now but maybe it will get squeezed high enough to short again. Tough to trade in this market.[...]
Single digit “AI” stocks are going to be catnip for the newsletters to feed to eager retail investors. There will be so many angles for them to play. I did some research on one called Verses AI which is as speculative as any but I think has potential. [...]
Interesting. Seems like a smart guy. The electricity angle can help differentiate them from other cheap domestic energy plays. There seem to be many of those, from coal to oil to gas. They will pay off if you are patient and have high yields like UNTC. I'[...]
This is a rather well-known and "discovered name" in my circles. We rode it all the way up but it's now pretty expensive. There is plenty of work going on in finding substitutes for SiC so that's a risk. I think AEHR will continue to do well but it's a lum[...]
Lots of talk there, eager to see revenues.[...]
Whenever someone who knows very little about software tries to pitch you a software investment, especially a complicated one that serves enterprise customers, you need to close your eyes and ears. They have no idea what they are talking about.This ser[...]
So he recommended a dividend play stock that no longer has a dividend? Seems beyond bad even for an "investment" newsletter![...]
Two points - #1 is that this makes me sad. Whitney Tilson seems like a very nice guy and he spends a lot of his time and money on helpful activities like what he as done in Ukraine. But his involvement in the continuous shill of these newsletters is embarr[...]
I think MBLY has pretty good coverage of what you'll need to improve driving automation and better safety. They have cameras and LiDAR but, more importantly, a car-to-car and car-to-IoT communication method, laying a foundation for improvements. It's not o[...]
I give them credit for having a good story. I’m amazed at how bad cellular infrastructure still is. I can’t even do a conference call in the car driving on Rt 80 through Pennsylvania. Anyway… I’ve followed ASTS since the de-SPAC. It’s going to ta[...]
I'm not a fan of this hype service, but I think F is a decent investment. Also, note that the crazy fast battery charging technology he talks about at Purdue is an R&D project. They are talking about being able to test a prototype in TWO YEARS. It does hig[...]
I looked at this one many years ago. The CEO at the time was a chronic overpromising type which led to many stock surges. I remember that Intel was involved and they sold their stake. That made me wonder. It's not like INTC has a great record but why woul[...]
Ha! This is a rare case where I figured this one out on my own. I have followed the company since the IPO so I knew what she was talking about right away. I was surprised how much conviction she had so I took a fresh look and wrote it up. There's a paywal[...]
I like the EVEX design and team the best but it is very early. I bought some warrants at 20c which gives me a small bet that will pay off if things take off ;-). As an aside why use the "Rolls Royce" analogy? It's not like investors are looking for that. T[...]
I really liked $BFLY when they came public via the de-SPAC. So I did quite a bit of research on it - just the device really. Although they may have some advantages in how they use software to achieve different types of imaging results I found quite a few a[...]
I've never ponied up the cash to take the bait at Empire. They seem so very promotional it's hard to take them seriously. I do find the emails from Tilson on various topics to be useful though as some contain links to other research and investor letters. I[...]
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I didn't seen any news on STM/ATOM?[...]