Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Remember when shorting Chipotle (CMG) was as stupid as shorting Nvidia (NVDA) today? I sure do. Boy, have times changed. Chipotle is finally getting the treatment it deserves, since the purveyor of overpriced, mediocre burritos never deserved its lofty valuation. It is worth a small fraction of its former peak.
Just yesterday, I did a post about a new short position in Carvana. It didn’t occur to me that earnings were coming out the very next afternoon, but they were, and so far, the results are encouraging.
Here’s an interesting one – – EEM – – whose lifetime high was way back on February 16, 2021, at 56.38. Well, we’re just a tiny bit below that now, on the heels of all the life-is-great-for-everyone optimism.
This is a big, beautiful top!
