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🔎Do we have a bubble in premium brick-and-mortar?
Their stocks are soaring. But it's primarily multiple expansion, not positive business inflection. Some of them are extremely well managed. But they are…
 • Rene Bruentrup
🔎The death of consumer brands?💀
The entire sector is haunted by social media, AI and the success distributors have with their own labels. Many large brands are struggling. But there is…
 • Rene Bruentrup
🔎Let's talk about oil.🛢️
Its price will likely stay elevated for longer. This will hurt everyone. But the US may be a relative winner. The next forced asset rotation cycle is…
 • Rene Bruentrup
🔎Nike back to 2014 levels?🤯
One of America's most iconic companies is now a restructuring case. Fundamentals don't incite optimism yet. But it's getting interesting from a…
 • Rene Bruentrup
🔎goeasy: Ouch! 🤕(incl. Excel workbook)
Rising delinquencies, rising refi costs, mistakes with risk management and accounting, what a mess! But it's actually not as dire upon a second glance…
 • Rene Bruentrup
🔎CBIZ: First 📉, then 📈?
White collar work has a future if it's not task-driven, but trust-driven. CBIZ has all the ingredients to recover when sentiment swings back. The stock…
 • Rene Bruentrup
🔎Short the banks?
Valuations are too stretched. Yield curve steepening expectations will likely disappoint.
 • Rene Bruentrup
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
Latest single stock research
Aurora Innovation
Airbnb
B Riley Financial
Better Home & Finance
Big Tech
BYD
Cal-Maine Foods
Carvana
Cerebras
CRISPR stocks
Eli Lilly/Novo Nordisk
EQT
goeasy
InMode
Meta
MicroStrategy
Nuscale/Oklo
Nutrien/CF Industries/Mosaic/FMC
NVIDIA
Opendoor Technologies
Peabody
Rocket Companies
Root/Lemonade
Sartorius
SQM/Albemarle
Summit Therapeutics
Tesla
Toyota
UnitedHealth

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