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The Wrap – Yes, the Market is Rigged
Plus, leverage, greed and a reminder that contrary to growing popular opinion, fundamentals still matter.
Oct 25
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Herb Greenberg
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Special Situation – Clear Channel's Stealth Turnaround
Why one investor, amid takeover chatter, is hoping the company doesn't get sold.
Oct 22
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Herb Greenberg
3
Special Situation – A Different Angle on the Weight Watchers Long Thesis
This one comes from the credit side of the ledger.
Oct 21
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Herb Greenberg
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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.
Oct 19
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Herb Greenberg
15
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.
Oct 14
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Herb Greenberg
16
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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!
Oct 12
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Herb Greenberg
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Update – Turning Point Getting Smoked?
What bull George Baxter has to say about the tumble in its shares.
Oct 6
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Herb Greenberg
2
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.
Oct 4
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Herb Greenberg
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Links to Turning Point Slides
As promised, here are the links.
Oct 4
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Herb Greenberg
1
September 2025
With CoreWeave, It’s All About the Headlines
Who needs proof of annual recurring revenue when you have recurring purchasing orders?
Sep 30
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Herb Greenberg
Update on Two Oldies but Goodies
In the year since I wrote about Erie and Corvel, both stocks have been hammered. But the fun may have just begun.
Sep 30
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Herb Greenberg
Weekly Wrap – Speculation on Steroids – Are We There Yet?
Also, I just finished recording an interview I think you will want to hear/see. And catch me on a short-selling panel in San Diego this week.
Sep 27
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Herb Greenberg
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