Random Candy
Kris TuttleSmall bits of candy that don't have a place on IPO Candy - some sweet, some sour, some hot, might even be gummies in here.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Weekly | Issues | 78 |
| Subscribers | Read | ipocandy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Shorting Tanger $SKT
This is not an event-based short. The company reports earnings today, and I do not know how they will be received. I’ve done pretty well with these secular shorts but am almost always wrong on timing, so do not consider this qualified inves...
The Conviction Mirage
[The context is that I was a stock analyst in the 1990s, and one of my top names, BEA Systems, which has created generational wealth for my family and many others, is under siege in the market. The stock is down sharply on news that IBM has...
Bubble Duration
I consider the 1995 to 2000 bubble to be my magnificent moment. What a time to be a technology geek and a stock analysis junkie. It was a glorious time that continued to surprise people with its power and duration. Even Stan Druckenmiller g...
Mr. Coffee Gets Bitter
A quote from the CEO of Newell Brands (maker of Mr. Coffee, among other consumer brands) sums it up.
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Founder of IPO Candy
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