Trees Don’t Grow to the Sky | April 23, 2022

Trees Don’t Grow to the Sky Netflix was down almost 40% this week as paid subscribers declined Q-to-Q for the first time It wasn’t hard to see this coming, although it was very difficult to time precisely The larger a company becomes, the harder it is to maintain rapid growth But Wall Street doesn’t change; […]
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Are Soaring Growth Estimates Already Priced In? | April 10, 2021

Are Soaring Growth Estimates Already Priced In? GDP Growth is expected to soar based on vaccination progress, consumer recovery and an easy comparison with last year. With a fresh run of stimulus checks delivered, or about to be delivered, and pandemic fatigue rampant, it isn’t hard to imagine at least a mini-boom over the next […]
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