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...
Below is the replay of today's Office Hours. Thanks to all those who stopped by. As I said at the top, this was a test. Next time I want to have back and forth with subscribers beyond email - adding the option of live calls...
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...
Both rate horribly on quant screens and have dubious fundies, but one may be worse than the other.
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. ...
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. ...
Plus SITE, SEDG, ENPH, LRN, TMO, CARR and updated Red Flag Alerts list
If only I could get to every intriguing idea I hear...
With my relaunch, I’m restarting the Red Flag Radar, which lets you know what I’m seeing, hearing and even working on. I go out of my way trying not to...
Why one short-seller calls Turning Point the best long of his career.
▶ I never know where a good idea is going to come from...
I’ve gotten good short ideas from people who were rabidly long stocks, sold them and went short... And from people who wanted to be long, but after doing their...
There’s more to the story than merely losing Calvin Klein and Tommy Hilfiger.
I want to give a personal welcome to all the new subscribers to Herb on the Street. I hope you’re enjoying the content and will consider becoming a premium member of my Red Flag Alerts. Find out more...
Not yet a paid subscriber to Herb on the Street and my Red Flag Alerts? Join the growing club of investors who want to avoid the biggest mistake investors make…Find out more and how to subscribe...
Update on the Red Flag Alerts List. Among stocks mentioned: HIMS, OKLO, MP, GFL, ENPH, SEDG, MARA, QXO, NRG
Not yet a paid subscriber to Herb on the Street and my Red Flag Alerts? Join the growing club of investors who want to avoid the biggest mistake investors make…Find out more and how to subscribe...
Not yet a paid subscriber to Herb on the Street and my Red Flag Alerts? Join the growing club, now in the hundreds, who want to avoid the biggest mistake investors make… or just want to...
