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The Wrap – CoreWeave Crosses a Line
Also, updates on Turning Point, Shake Shack, Veeva, plus the latest drama in Hims.
Mar 7
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Herb Greenberg
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February 2026
The Wrap – NoMo FOMO (For Now)
Also, updates on Vital, Super Group, Erie, Nordson, and new ideas in process, including one that is "Off Everybody's Radar."
Feb 28
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Herb Greenberg
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How Dangerous Is This Market?
So dangerous that a work of dystopian fiction – described by its authors as a "thought exercise" – could freak out investors.
Feb 24
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Herb Greenberg
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The Wrap – A (Blue) Owl In the Credit Mine?
Also, updates on Nordson, Omnicom, Savers Value Village, and an updated full Red Flag Alerts List.
Feb 21
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Red Flag Alert – Nordson's False Narrative
And what's with the stealth change in strategy? Is the company about to change its narrative, too?
Feb 17
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Herb Greenberg
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The Wrap – 'Playing' the Market
Things don't matter till they do. Plus, HIMS, SN, IR, CCO, WING.
Feb 14
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Herb Greenberg
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Michael Saylor, tl;dr: 'Just Trust Me.'
I've seen and heard a lot; this latest infomercial by Strategy for its preferred stock takes the cake.
Feb 11
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Herb Greenberg
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The Moral of the Story of Hims (So Far)
When I first wrote about Hims in May 2024, my mistake was trying to be rational at a point when the market was about to become irrationally unhinged…
Feb 9
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Herb Greenberg
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The Wrap – What I'm Working On
Plus, something for everybody: Hims, Adtalem, Strategy, and why 15 (ex) meme stocks remain risky even after plunging more than 50%.
Feb 7
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Herb Greenberg
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Why Investors Aren't Buying Blue Owl's 'No Red Flags' Comment
A quick trip down a quarter-of-a-century memory lane explains why.
Feb 5
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Herb Greenberg
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January 2026
The Wrap – But Aren't Stocks Supposed To Go Straight Up?
Plus, Corning as a canary? And just when nobody wants to hear about short-selling, along comes a book on how to WIN doing it... something the author…
Jan 31
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Herb Greenberg
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Red-Flagging Adtalem's 'Material' Yet Overlooked Risk
With the for-profit education company reporting earnings Wednesday, will analysts bring it up? Probably not, but here's why it's important.
Jan 27
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Herb Greenberg
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