Verizon - $VZ

Software gets broader, semis get narrower next year, says Hedgeye portfolio manager

14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…

10 hrs ago • The Scuttlebutt

Getting a kilogram to orbit went from $18,700 to about $150, says Baron Capital's CEO

12 numbers: The $71B his firm has made clients and the $30B of it that came from Musk, the 100,000-satellite Starlink plan he values at $14T, and why he…

Sep 17 • The Scuttlebutt

Life360 founder: going public stops the worst decisions and the generational bets too

17 lessons: Why he listed in Sydney before Nasdaq, the freemium bet he says made the app impossible to disrupt, and why he thinks almost nobody actually…

Sep 16 • The Scuttlebutt

Jack Pitcher: What the Rollerkospi did to Korea's leveraged retail ants, and why buying the country index is really a bet on two chipmakers…

A sound engineer put his severance into the index and lost almost half of it in a week, the Kospi is still far below its peak, and how to buy a…

Aug 29 • The Scuttlebutt

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