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He’s right. When we look back in 2030, we’ll be astounded we weren’t talking more about this. Kind of like saying “COVID won’t matter” in February 2020

If you're curious why $MELI is down, this is likely it. Cutting shipping charges and making more products available for free delivery. It is both a KNOCK against the low-cost production moat, and a SMART defensive move to keep the competition at bay. In essence, the low-cost

good explanation on $meli dip this morning for the handful of meli fans that follow me

I owned $ISRG for a looooong time. Don't anymore, but that was likely a mistake on my part. Anyway, why is it down today? Analysts are concerned the razor/blades model (daVinci/consumable instruments) could be disrupted with remanufactured goods. Hard to see how this plays out

Few charts look better for an investor. Can anyone guess the company? From FinChat

You all know that I use Fiscal.ai (formerly FinChat) for most of my research. Today, they're changing their name to Fiscal AI. Same awesome service, just a new name. As always, you can use here: fiscal.ai/brian

A snippet from today's newsletter. You can sign up (FREE) here: brianstoffel.com

While I get the broader point, this is missing HUGELY important context. 5 Years ago, we were in the middle of lockdowns. $PFE was developing vaccines $CLX was killing COVID viruses $VZ kept people locked inside connected to one another.

YouTube is great -- and DANGEROUS This vid is case-in-point * 2008 bubble: supply outstripped needed demand * Today: supply is nowhere near meeting demand Key stat: 1⃣ In 2009, up to 16% of all homeowners were under-water 2⃣ Today, just 1% are under-water