Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

New Source of Electricity

Good Stocks

Intuit Growing with the Freelance Economy

If Intuit can avoid more security problems with its software and marketing stumbles, it could be a good long-term software play. I say this because it looks like Intuit has a winner and a potential huge moneymaker with QuickBooks Online Self-Employed

Read More
You Missed It

Musk Is Still Involved in the Hyperloop Wants to Build Test Track

A high-speed ground transportation system like Hyperloop could be enormously profitable if somebody actually built it. A customer for it would be United Parcel Service (NYSE: UPS), which reported a TTM revenue of $57.31 billion on Sept. 30, 2014, a $2.28 billion increase over September 2013, when it posted a TTM revenue of $55.03 billion.

Read More
Long Ideas

GM’s Chevy Bolt the First Car Built for Ride Sharing

That means GM will have to get the base price of an electric vehicle down to around $25,000 to be competitive in the ridesharing market. If it did that, General Motors could become the market leader based on fuel economy alone.

Read More
Good StocksThrift

Why Sprouts Needs to Grow and Grow Fast

The only way Sprouts would be able to compete with Kroger, Costco and Wal-Mart in deep discounting is to match their wholesale buying power and distribution networks.

Read More
Long Ideas

Is Musk Ignoring Important Revenue Streams at the Tesla Superchargers?

The Superchargers seem to violate one of the basic rules of business and investment as outlined by Benjamin Graham: Don’t lose money! Graham, as value investors know, once famously said that “don’t lose money” was Rule #1 for investors; Rule #2 was see Rule #1. The Superchargers don’t make money—they cost money—and the disturbing thing is that they could make money.

Read More
Politics

America’s Shortage of Multifamily Housing a Growing Crisis

It looks as if we have a housing crisis in the United States; the most affluent nation in the world can no longer meet some of its citizens’ basic needs. Unfortunately, our political and business leaders don’t seem to be willing to address the situation.

Read More
Long IdeasMarket Insanity

Questions Musk Needs to Answer about the Tesla Superchargers

Mr. Musk has some real explaining to do about the Superchargers. How is constructing infrastructure that does not seem to generate any revenue and costs money to operate supposed to help his company? Investors deserve some answers here, Elon.

Read More
My Thoughts

Are Digital Wallets a Threat to Banks?

The threat to banks is best shown by PayPal’s growth rate. PayPal’s mobile payment volume increased by 72% between the third quarters of 2013 and 2014, growing to $12 billion. Mobile payments now make up 20% of PayPal’s payments. Venmo, a mobile payment App offered by PayPal subsidiary Braintree, saw its payment volume grow by 50% between the third quarters of 2013 and 2014.

Read More
You Missed It

How Lower Gasoline Prices Could Affect Big Retail

Energy is not the only industry that would be disrupted by falling oil and gas prices. The effect of cheaper gasoline on big retail could be just as profound and wide ranging.

Read More
Long Ideas

Lockheed-Martin is working on Compact Fusion

The device would put both the coal and traditional nuclear power out of business fast if it works. Lockheed Martin’s engineers claim that the fusion reactor would be one million times more powerful than any chemical reaction and three to four times more powerful than fission, yet it would not create any pollution.

Read More