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Market Recap: 10/14 - 10/18
<p>Welcome back to another market recap! This past week there was some AI news for chipmakers, a few data reports with jobless claims and retail sales and a few solid earnings reports! The next few weeks I would expect to be choppy due to earnings reports and the uncertainty of …
Deep dive into Abercrombie & Fitch ($ANF)
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F150037d6-cc9c-49d0-90ba-20b9562993d3_959x640.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Can Abercrombie & Fitch Successfully Weather The COVID Storm?" class="sizing-normal" height="640" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F150037d6-cc9c-49d0-90ba-20b9562993d3_959x640.jpeg" title="Can Abercrombie & Fitch Successfully Weather The COVID Storm?" width="959" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" …
Sezzle Removes Merchants Following The Bear Cave’s Investigation
<p>Sezzle recently cut ties with several illegal online pharmacy merchants following <a href="https://thebearcave.substack.com/p/problems-at-sezzle-sezl">an investigation from The Bear Cave</a>.</p><p>On January 2, The Bear Cave highlighted that Sezzle was the exclusive credit card payment processor for PharmStore, an online Canadian pharmacy on the National Association of Boards of Pharmacy’s “<a href="https://safe.pharmacy/buy-safely/?url=pharmstore.com">Not Recommended …
Market Recap: 11/4 - 11/8
<p>I'm finally back! Thank you for your patience as I took a long European vacation and an extra week to get back into the swing of things, but we have a big week to recap last week. We will be discussing the gains, election results & outcome & rate cuts!</p><p …
Deep dive into Nintendo $NTDOF $NTDOY
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd02696ec-917f-4da6-bbda-321c4392bd15_1024x341.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="File:Nintendo.svg - Wikimedia Commons" class="sizing-normal" height="341" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd02696ec-917f-4da6-bbda-321c4392bd15_1024x341.png" title="File:Nintendo.svg - Wikimedia Commons" width="1024" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 …
The Bear Cave #258
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/even-more-problems-at-b-riley-rily">Even More Problems at B. Riley (RILY)</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">Problems at Signet Jewelers (SIG)</a>” and our next special investigation comes out Thursday, February 6.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Independent researcher Lauren Balik <a href="https://www.thecaptainslog.io/how-applovin-nasdaq-app-gooses-revenue/">published</a> a new article on <strong>AppLovin</strong> (NASDAQ: APP — …
Market Recap 11/18 - 11/22
<p>Welcome back all! I apologize for the lack of updates recently. Since getting back from vacation, there was a lot to catch up on at work and now we are heading into the holidays. I will post here with recaps on Mondays and topics on Thursdays as much as possible …
Personal Budgeting Done Right
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F63aff0df-efaa-4675-8e7a-f7ad4490f887_1280x725.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Take control of your personal finances | by Colin Hewitt | Medium" class="sizing-normal" height="725" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F63aff0df-efaa-4675-8e7a-f7ad4490f887_1280x725.jpeg" title="Take control of your personal finances | by Colin Hewitt | Medium" width="1280" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" …
The Bear Cave #259
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/even-more-problems-at-b-riley-rily">Even More Problems at B. Riley (RILY)</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">Problems at Signet Jewelers (SIG)</a>” and our next special investigation comes out this Thursday, February 6.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Wolfpack Research <a href="https://x.com/WolfpackReports/status/1884623832842997930">published</a> on <strong>Mercury General</strong> (NYSE: MCY — $2.76 billion), a …
Deep dive into L'Oreal (EPA: $OR)
<div class="captioned-image-container"><figure><a class="image-link image2" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3debc0fe-0d53-4369-ab13-b7e73b1d3a70_528x95.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="File:L'Oréal logo.svg - Wikipedia" class="sizing-normal" height="130.9848484848485" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3debc0fe-0d53-4369-ab13-b7e73b1d3a70_528x95.png" title="File:L'Oréal logo.svg - Wikipedia" width="728" /><div></div></div></a></figure></div><p><strong>1.0 Introduction</strong></p><p>What if I told you that the world’s biggest beauty company started with a <strong>kitchen experiment and a chemist?</strong> That its founder wasn’t just a scientist but also …