It’s Time To Short Salesforce.com [DIRTY DOZEN]
It’s Time To Short Salesforce.com [DIRTY DOZEN]
“Remember this: When you are doing nothing, those speculators who feel they must trade day in and day out, are…
“Remember this: When you are doing nothing, those speculators who feel they must trade day in and day out, are…
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Remember these headlines from a few months ago? This was the consensus hot-take following the March 23rd bottom in the…
Top Glove (BVA) is the world’s largest manufacturer of nitrile, surgical, and natural rubber gloves. The company cranks out…
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Our Collective members receive new investment ideas every week. Whether its a well-known (but forgotten) large-cap US company or an…
Rightmove plc (RMV) operates a property portal in the United Kingdom. The company operates through Agency, New Homes, and Other…
We’re cognitively wired to latch onto single or binary outcomes when thinking about the future. Reality is much messier than…