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herb greenberg george baxter turning point
Insightful deep dive with someone who went from special ed classes to a law degree to starting his own fund.

Quick note: I’m dispensing with the usual Weekly Wrap to bring you my recent interview with George Baxter of Sabrepoint Capital. If you’re a regular reader, he’s the short-seller who believes Turning Point Brands is the single best long...

Herb Greenberg's Red Flag Alerts
Herb On The Street
Herb Greenberg On The Street
Turning Point
George Baxter
Who needs proof of annual recurring revenue when you have recurring purchasing orders?

 ▶Another day, disclosure from CoreWeave $CRWV of another deal with another giant...

This time it’s a $14.2 billion agreement extension with Meta $META or as I put it on social media....

...
Herb On The Street
$META
$CRWV
CoreWeave
Meta
Herb Greenberg's Red Flag Alerts
Herb Greenberg On The Street
Prep-DAX DAY
Also, I just finished recording an interview I think you will want to hear/see. And catch me on a short-selling panel in San Diego this week.

▶Just when you think things couldn’t get any more nuts... On the day before this market started to slip – after hitting yet another high – a tweet with...

Herb Greenberg's Red Flag Alerts
Herb On The Street
Herb Greenberg On The Street
And why its reliance on private credit has a familiar ring to it.

The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...

Herb Greenberg's Red Flag Alerts
Herb Greenberg On The Street
$CRWV
AI Bubble
Private credit bubble
Hyperscalers
Members Only
Weak management and poor strategies are.

The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...

Herb On The Street
Herb Greenberg On The Street
Bloom vs the others
And a quick comment on short-squeezes.

The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...

Herb On The Street
Herb Greenberg On The Street
Mr. Muggs the Chimp picks stocks
It’s Christmas in September for the elves as ‘the worst ones are starting to work.’

The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...

Herb On The Street
Herb Greenberg On The Street
Trip map
Also, one green flag gets a nicotine rush, one red flag gets taken out of its misery... and scam city.

▶ Greetings from London, enroute to parts unknown... We tend to avoid traveling during the summer, but this specific trip doesn’t come along often so we seized the moment when we saw it pop up... two years ago. The goal is to...

Herb On The Street
$TPB $STAA
Herb Greenberg On The Street
Align technology
Also, common sense, sham of a scam, the new gilded age and upcoming travel. 

▶ I know everybody has been giddy these days, until Friday at least. But just remember what goes up... Well, they all don’t come down, certainly not immediately, but stocks that get “extended,” shall we say, at some point have...

Herb On The Street
Herb Greenberg On The Street
ALGN
OST
GFL
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