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T&C | Tea and crumpets…Literally

tmoore2021-02-09T13:55:05+00:00

Will and Adam welcome Jennie Ripps, co-founder and CEO of Owl’s Brew, an emerging leader in the rapidly growing hard tea category. The three talk about the history of the company, its pivot to boozy tea, the challenges and opportunities of running a business during a pandemic, and why ingredients matter if you want to drink wise. They put the latter to the test with an impromptu taste comparison, and conclude with an analysis of the relative perceived sagacity of spectacles versus monocles.

T&C | Tea and crumpets…Literallytmoore2021-02-09T13:55:05+00:00

Market Commentary – Fight Club – February, 2021

tmoore2021-02-05T20:08:53+00:00

We looked at 2020 through the lens of 1999, specifically its worst music. Strangely, while the music from 1999 was dreadful, the films released that year were truly outstanding. This first month of 2021 reminded us of several classic films from 1999. With that, let’s Go (underrated cult classic).

Market Commentary – Fight Club – February, 2021tmoore2021-02-05T20:08:53+00:00

Market Commentary – War Games – January, 2021

tmoore2021-01-30T05:13:05+00:00

What is clear is that this year has been widely regarded “unprecedented”, an overused term Recently, we have seen many instances of “unprecedented” behavior and this last two weeks of market trading is another chapter in this unprecedented time. In order to enjoy this “meal of information” we are going to now “set the table,” and try to explain what is happening in the stock market.

Market Commentary – War Games – January, 2021tmoore2021-01-30T05:13:05+00:00

The Big Short Squeeze: Is the Juice Worth the Squeeze?

tmoore2021-01-28T15:22:19+00:00

One of the books on our recent reading list was a fantastic biography on Winston Churchill. A quote of his we use often is, “You will never reach your destination if you stop and throw stones at every dog that barks.” Recently, dogs, so to speak, have been barking.

The Big Short Squeeze: Is the Juice Worth the Squeeze?tmoore2021-01-28T15:22:19+00:00

Lithium Americas: After Approval, What’s Next?

tmoore2021-01-18T20:46:56+00:00

In September, 2020, we initially presented our thesis on Lithium Americas (NYSE: LAC), which was on sale thanks to Battery Day. Much has changed with the story, punctuated by the Bureau of Land Management (BLM) approval of LAC’s Thacker Pass project in Nevada

Lithium Americas: After Approval, What’s Next?tmoore2021-01-18T20:46:56+00:00

T&C | Do I Know What Orwellian Means?

tmoore2021-02-09T13:45:53+00:00

While Will and Adam may, a lot of people have been misusing the term lately. We discuss how all stocks are equal, though some are more equal than others, where we see (and do not see) inflation, and what that means for equities, especially small caps, and bonds. We close with some perspective on what has been driving the outperformance in certain frothy areas of the market, why it may continue, and what risks are being overlooked.

T&C | Do I Know What Orwellian Means?tmoore2021-02-09T13:45:53+00:00

Market Commentary – Parallel Universe – January, 2021

tmoore2021-01-05T22:19:10+00:00

Though Neil DeGrasse Tyson would reprimand us, probably in a condescending manner, about ascribing significance to an arbitrary day commemorating one revolution of the earth around the sun, people, in general, put stock in the “new year.” The level of excitement associated with the arrival of 2021, closing the books on a year that will certainly live in infamy, is rivaled, at least in my lifetime, only by the mania associated with the end of 1999 as we stared into a new millennium.

Market Commentary – Parallel Universe – January, 2021tmoore2021-01-05T22:19:10+00:00

T&C | No Answer

tmoore2020-12-18T17:32:36+00:00

Like the Electric Light Orchestra, Will and Adam have no answer for what is happening right now, but a lot of questions. They cover similarities and differences between now and the late 1990s, discuss valuation for various parts of the market, where they see relatively unattractive risk versus reward, and delve into specifics on a few names in the news.

T&C | No Answertmoore2020-12-18T17:32:36+00:00

Market Commentary – Action Park – December, 2020

tmoore2020-12-08T17:25:32+00:00

The film: Class Action Park, demonstrates the sometimes-tragic consequences of not properly evaluating risk. . Located in New Jersey (everything is legal in New Jersey, per Hamilton), the park was the vision of a Wall Street veteran, Gene Mulvihill, whose firm was suspended by the SEC for fraud.

Market Commentary – Action Park – December, 2020tmoore2020-12-08T17:25:32+00:00

Imbed Biosciences Chases Nasal Spray to Combat Covid-19 Spread

tmoore2020-12-04T14:53:22+00:00

Imbed’s nanoparticles were found to inactivate or kill about 99.9% of SARS-Cov-2 viruses in an experimental study run by Virology Research Services of London, according to a report seen by Bloomberg. To be sure, those results came from a study in a controlled lab and have not yet been replicated in a follow-on or human trial.

Imbed Biosciences Chases Nasal Spray to Combat Covid-19 Spreadtmoore2020-12-04T14:53:22+00:00