Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Flushing Away the Best Years
What a stupid way to spend one’s life………….
The Heartbreak of Churn
The reality of a business like Slope’s……….
Utes Become Brutes
One of the most bizarre sideshows of the entire AI obsession has been the notion that utility companies are AI plays. The canard wrecked what had been one of the most fantastic setups I had ever witnessed, which was NextEra Energy (NEE), a stock I wrote about probably a dozen times. When everyone accepted the “fact” that the most boring sector in the world was the equivalent of NVDA, it was all over.
Adobe’s Money Spigot
This is truly a remarkable graph. I guess some companies don’t have to drop on their knees and beg for subscriptions! The “boxed product” days of Adobe are clearly a thing of the 1980s.
