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TSLA Deliveries, Too Many Crappy Small Caps To Count, And Much More
We're pretty sure the 2% deliveries miss from Tesla will not matter much at all in the long run, and we're sure seeing lots of interest today about small-caps with poor fundamentals but rapidly rising stock prices (that's not good!).
A Couple Quick Thoughts for 2025
Tech stocks had another incredible year. Here is what we need to do to be even better investors next year.
This Ain't Your Grandfather's Bubble
Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.