Herb Greenberg | On the Street

Herb Greenberg | On the Street

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?
 • Herb Greenberg
The Wrap – 'Playing' the Market
Things don't matter till they do. Plus, HIMS, SN, IR, CCO, WING.
 • Herb Greenberg
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.
 • Herb Greenberg
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…
 • Herb Greenberg
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%.
 • Herb Greenberg
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.
 • Herb Greenberg

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…
 • Herb Greenberg
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.
 • Herb Greenberg
The Wrap – Is Short-Selling Dead?
Also, the main event: Why Shake Shack hit the Red Flag Radar.
 • Herb Greenberg
Why Vital Eggs Has Cracked
Hell hath no fury like a feeling of betrayal on social media.
 • Herb Greenberg
The Wrap – A Funny Thing Happened On the Way to Cloning My Voice...
(An audio version of this report is linked lower in the report.)
 • Herb Greenberg
Red Flag Alert – Why Veeva's Big Bet May Not Pay Off
And why the company appears to be increasingly on the defense ahead of tomorrow's JPM presentation.
 • Herb Greenberg
© 2026 Herb Greenberg · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture