I figured Peloton was dead, but nope, subscriptions have created a sustainable business for them.
Product Cycle
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.
SoarMoreWeave
As a follow-up to my post from last month………another huge pusher higher, and remember, when you’re dealing with lifetime highs on young stocks, there’s really no meaningful way to define resistance. Everyone’s just racing around the chairs, listening carefully for the music to stop.
Biotech Opportunities (by Xerxes)
In a world where everything is so overvalued (only relative to fundamentals like P/E ratios if you follow that sort of thing), what’s left to actually buy?
Well, I’ve always found that when in doubt, you can go back to wading through the OGs of meme stocks, i.e., biotech. There’s been a lot of action lately that, to those paying attention, there is a lot of short-term quick “opportunities”.
I put that in quotes because playing bio tech stocks can be very addictive if you aren’t following appropriate rules. These are essentially lottery plays, hence the title of this post. That is not to say that true opportunity doesn’t exist. But you need to keep a book level mentality when playing them because some may not work out at all. They are volatile and susceptible to sudden gap downs if/when some products may not get that FDA approval they were waiting on or some lawsuit comes out against their primary (or sometimes only) product.
(more…)Profiting From The (Court-Imposed) Tariff Pause
SoarWeave
One of my favorite sites to read is Where’s Your Ed At?, which does deep-dives into sectors (like AI) or companies (like CoreWeave), often with a cynical angle. Ed does extraordinary research into his topics, and unlike Slope, which has a hundred rat-a-tat posts every week, Ed might come out with a few articles each month, tops. One of those that made a big impression on me back in March was the not-at-all subtly titled CoreWeave is a Tomb Bomb.
