WeWork Is the Most Ridiculous IPO of 2019
WeWork might not be the largest IPO of 2019, but it is easily the most ridiculous, and the most dangerous.
Sam McBride
Danger Zone
Sam McBride
Podcast: Why One of This Year’s Biggest IPOs Is in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: WeWork Is the Most Ridiculous IPO of 2019.
Kyle Guske II
Podcast: Why Netflix Is Back in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: All The Reasons Why Netflix Is Doomed.
Sam McBride
Uber Gives Investors the Worst of Both Worlds
Uber’s slowing growth and mounting losses reaffirm our belief that this stock has no viable path to justifying its valuation.
Sam McBride
All The Reasons Why Netflix Is Doomed
We’ve been bearish on Netflix for many years, and it seems as if the market is finally catching on to the issues with the business model that we’ve seen all along
Sam McBride
Avoid the Micro-Bubble Stocks
The Micro-Bubble stocks remain overvalued and we expect them to continue to underperform the market (outperform as shorts).
Kyle Guske II
Podcast: Why These Micro-Bubble Stocks Are Back in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Avoid the Micro-Bubble Stocks.
Kyle Guske II
More Broken Promises from Tesla
A decrease in investment helps produce positive cash flow in the short-term, but further decreases the chances of the company justifying its valuation over the long-term.
Sam McBride
Podcast: Why Tesla is Back in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: More Broken Promises from Tesla.
Kyle Guske II
Don’t Pay for Overvalued “Growth” Stocks
Despite its 3 or 4-Star Morningstar rating (depending upon share class), this is a mutual fund investors should avoid.
Kyle Guske II
Podcast: Why This Growth Fund Is in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don’t Pay for Overvalued “Growth” Stocks.
Kyle Guske II
Netflix’s Original Content Strategy Is Failing
The loss of licensed content, increased competition, and higher prices in the future mean investors should expect more disappointing subscriber numbers going forward.
Sam McBride
This Tech Laggard Is Back in the Danger Zone
This company’s earnings growth is an accounting mirage, its cloud prospects are overhyped, and its valuation implies an unrealistic level of growth.
Sam McBride
Podcast: Why This Tech Firm Is in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Tech Laggard Is Back in the Danger Zone.
Sam McBride
New Accounting Rules Limit Transparency and Harm Investors
We raise awareness for both regulators and investors of how recent changes in disclosures affect average investors.
Kyle Guske II
Podcast: Why SEC Disclosure Requirements Are in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: New Accounting Rules Limit Transparency and Harm Investors.
Kyle Guske II
Podcast: Why This FASB Accounting Standard Update Is in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: New Accounting Rules Limit Transparency and Harm Investors.
Kyle Guske II
Danger Zone: Misleading Operating Lease Discount Rates
The new operating lease rule is not perfect. These companies use unusually high discount rates to reduce and, perhaps, understate their reported operating lease burden.
Sam McBride
Podcast: Why Operating Leases Are in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Danger Zone: Misleading Operating Lease Discount Rates.
Kyle Guske II
Is Slack’s Expected Valuation Spot On?
Slack has impressive growth numbers and some real competitive advantages, but it also faces significant competition as it expands the breadth of its offerings.
Sam McBride