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Drama and Dysfunction
The GFL story goes from strange to bizarre
Oct 4
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Herb Greenberg
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Drama and Dysfunction
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September 2024
Uh-Oh
‘Corrupted’ jobs numbers, speculative bubble and simple common sense...
Sep 27
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Herb Greenberg
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Uh-Oh
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Trying Not to Cross the Line
Recap of recent posts plus an updated Red Flag Alerts list
Sep 22
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Herb Greenberg
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Trying Not to Cross the Line
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Red Flag Radar – Droning On
Press release on the good news, a mere 8-K on the bad
Sep 20
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Herb Greenberg
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Red Flag Radar – Droning On
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Why Tupperware's Party Was Bound to End
What Happens When a Great Brand Has an Outdated, Broken Business Model
Sep 16
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Why Tupperware's Party Was Bound to End
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Red Flag Alert – Shell Game
Will this consumer packaged goods story be another Oatly?
Sep 13
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Herb Greenberg
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Red Flag Alert – Shell Game
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Red Flag Alert Update – ERIE
One of our newbies is about to get added to the S&P 500
Sep 8
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Herb Greenberg
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Red Flag Alert Update – ERIE
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Buybacks to the Rescue?
For better or worse, they've been the market's backstop for years
Sep 6
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Herb Greenberg
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Buybacks to the Rescue?
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Red Flag Alert – Levitated by Lunacy
Live by the algo, die by the algo - 2 new stocks to watch.
Sep 2
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Herb Greenberg
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Red Flag Alert – Levitated by Lunacy
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August 2024
Symbotic – The Plot Gets Even Thicker
Actually, this time it's part of a subplot as the FTC tries to block a $20 billion deal.
Aug 25
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Herb Greenberg
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Symbotic – The Plot Gets Even Thicker
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Symbotic – The Plot Thickens
Beyond a salacious short-seller's report is simple earnings quality
Aug 22
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Herb Greenberg
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Symbotic – The Plot Thickens
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Full Updated Red Flag Alerts List
It's now at 27 names and counting...
Aug 21
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Herb Greenberg
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Full Updated Red Flag Alerts List
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