If You Missed It: The Apparently Less-Known Ties of Mark Walter and Carvana
I think I buried the lede on this one in my weekend wrap.
Herb Greenberg | On the Street
How to avoid the biggest mistake investors make! Always flying red flags – plus a few green flags, too, that are Off Everybody's Radar.
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And It's Just Monday Morning...
But I'm not sure anything will top Sunday's fun in the sun.
The Wrap – What I Learned in Flooring Hell
Plus a quick update on the earnings call evasion at Carvana and how management is creating an optical illusion in hopes of getting from here to there.
And it's Just Monday Morning...
There's something happening here, what it is is increasingly clear.
The Wrap – Vital's 'Turnaround'... And Evasion at Carvana, Post, HNI, and WillScot
Or as I like to call them: The Evaders... and why trouble could be headed their way.
Red Flag Update: LeMaitre Gets Cut; Quick CDW Comment
Proof yet again that in a roaring market, there are plenty of minefields.
The Wrap – Pickpockets, Grift, Greed and... Larry Ellison
Also for premium subs, updates on GFL and rollup roulette featuring SiteOne and Ingersoll Rand.
The Pickpocket Economy
The Golden Age of Grift
The Risk With Stocks Is Real...
... And why subscribing to my Red Flag Alerts will help you maneuver around it. And FAQs...
Red Flag Alert – The 'Pricing' of Success for LeMaitre
Valued as a growing, durable medtech compounder, but has its model met its match?