How to avoid the biggest mistake investors make! Always flying red flags – plus a few green flags, too, that are Off Everybody's Radar.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 379 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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The Wrap – Tech Vs. Oil: Irrational Extrapolation?
If you’re not currently a subscriber to my Red Flag Alerts, you can do so right here or get more info here.
Keeping it shorter/lighter than usual this week…
▶If you missed my report on why “Off the Radar” fave Roku is selling to...
Roku – Why NOW?
One thing's for sure, it's no longer off everybody's radar. But are they selling too cheaply? Answer: Follow the money....
▶This quick comment: I was going back/forth with a subscriber who first mentioned ROKU to me…
The Wrap – On Calling Out Fraud And Other 'Stuff'
Also, Roku takeover talk. Also, Extra! Extra! Plus, for premium subs: several new ideas I'm working on.
▶In response to my latest report the other day, headlined, “CoreWeave Capers – the Jane Street Edition,” my friend Francine McKenna, wh...
CoreWeave Capers – The Jane Street Edition
No doubt being the smartest guys in the room, and making more $$ than anybody. But still, what's really going on here?
▶While SpaceX, Anthropic, and OpenAI are busy with their IPOs, it’s easy to lose sight of what’s going on with CoreWeave...
The Wrap – Andrew Left's 'Bright Lines' Appeal
Also, Crypto, Bitcoin, Saylor's Strategy, G-III's tariff windfall. And for premium subs, updates on Modine, Signet, and Veeva.
▶A jury’s decision last week found activist trader Andrew Left guilty of securities fraud. I’m not going to reha...
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Authors
The writers behind this newsletter.
Longtime proprietor of Herb on the Street. Plus: Former CNBC senior stocks commentator, hype-buster, creator/owner of the ORIGINAL Hostile React-o-Meter™.
David Weidner is a longtime journalist and editor who has chased stories from Wall Street boardrooms to Silicon Valley think tanks. On Substack, he unpacks finance, AI, and investing.
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