Herb Greenberg | On the Street

Herb Greenberg | On the Street

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October 2025

Why I'm Red-Flagging SharkNinja
The ties that bind in a tangled web of related parties.
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Herb Greenberg
The Wrap – Yes, the Market is Rigged
Plus, leverage, greed and a reminder that contrary to growing popular opinion, fundamentals still matter.
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Herb Greenberg
Special Situation – Clear Channel's Stealth Turnaround
Why one investor, amid takeover chatter, is hoping the company doesn't get sold.
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Herb Greenberg
Special Situation – A Different Angle on the Weight Watchers Long Thesis
This one comes from the credit side of the ledger.
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Herb Greenberg
The Wrap: When the Music Stops
Plus more AI insanity, a quick hit on Hims, and Red Flag Alert updates on Bloom, Erie and Paycom.
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Herb Greenberg
Quick hit: The Reality of Those ‘New’ Data Center Press Releases
It’s one thing to announce a new data center deal, it’s another to actually build the data center.
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Herb Greenberg
Weekly Wrap – ‘Not Normal’ is the New Normal
I’m talking about the market, of course, but the ‘signs’ of stretch would appear to be everywhere, as they have been... all the way up!
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Herb Greenberg
Update – Turning Point Getting Smoked?
What bull George Baxter has to say about the tumble in its shares.
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Herb Greenberg
Video Extra – Why This Shortseller is Long This Stock
Insightful deep dive with someone who went from special ed classes to a law degree to starting his own fund.
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Herb Greenberg
Links to Turning Point Slides
As promised, here are the links.
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Herb Greenberg
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