How to avoid the biggest mistake investors make! Always flying red flags – and a few green ones, too!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 369 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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herbgreenberg.comLatest Issues
The Wrap: Talking Modine, GFL, UPS
Also, Vital's Humpty Dumpty moment, how ESAB is telling me to f*ck off, and analysts in "partnership" with companies they cover.
▶In last week’s Wrap, I said that in all likelihood there would be no Wrap this week, though I reserved my rig...
Red-Flagging a Hot Data Center Play
Why this 110-year-old industrial company is at risk.
▶Call me nuts, but I’m red-flagging a supplier to data centers.
Red Flag Update: The Games GFL Plays
This time, hoping to get bailed out by the magic of passive investing.
▶I swore to myself I’d never again write about GFL Environmental , the fourth largest waste hauler in North America…
Quick Update: The UPS 'Shocker' Nobody Wanted to Believe Was Coming
Amazon's entry into the shipping business, as a competitor, was there for all to see.
▶That Amazon might actually become a competing freight service to UPS and FedEx should come as no surprise.
The Wrap – The Truth About the 'GPU Utilization' Debate. And...'You Retire, You Die.'
Also, updates on Roku, Omnicom, Resmed, AXT
▶Before we get going, if you missed my report earlier in the week documenting what corporate users think of OpenAI – and why they’re defecting and where they’re going – you can read it here…
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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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