Articles

  • 6 days ago | herbgreenberg.com | Herb Greenberg

    Not yet a paid subscriber to Herb on the Street and my Red Flag Alerts? Join the growing club, now in the hundreds, who want to avoid the biggest mistake investors make… or just want to understand the concept of risk. You can find out more and how to subscribe right here. If you would prefer to pay with soft dollars, or participate in an upper tier, please contact me directly.

  • 1 week ago | herbgreenberg.com | Herb Greenberg

    Not yet a paid subscriber to Herb on the Street and my Red Flag Alerts? Join the growing club, now in the hundreds, who want to avoid the biggest mistake investors make… or just want to understand the concept of risk. You can find out more and how to subscribe right here. If you would prefer to pay with soft dollars, or participate in an upper tier, please contact me directly. After watching a few Red Flag Alerts Focus List stocks rip yesterday, I posted on social media...

  • 1 week ago | herbgreenberg.com | Herb Greenberg

    If you missed it, today Hims & Hers announced that it was hiring “a global operations expert and Amazon veteran” as its chief operating officer. Never mind that the announcement came the morning before the company’s post-market earnings release... just as it’s wrestling with a number of different issues, including the realities of its GLP-1 business.

  • 2 weeks ago | herbgreenberg.com | Herb Greenberg

    Not yet a paid subscriber to Herb on the Street and my Red Flag Alerts? Join the growing club, now in the hundreds, who want to avoid the biggest mistake investors make… or just want to understand the concept of risk. You can find out more and how to subscribe right here. If you would prefer to pay with soft dollars, or participate in an upper tier, please contact me directly. MP Materials – Follow-up with the story everybody is missing. Erie Indemnity – Not indemnified from reality.

  • 3 weeks ago | herbgreenberg.com | Herb Greenberg

    As if the noise surrounding rare earths could get any more deafening…It has reached the silly bordering on irrational stage at MP Materials, which operates California’s Mountain Pass mine – the only active rare earth mine in the U.S.It has been chatted up to me as an idea – long and short – since the day of its post-bankruptcy re-emergence as a public company, via the SPAC route, a bit over four years ago.

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Herb Greenberg
Herb Greenberg @herbgreenberg
10 May 25

$QXO, the latest incarnation by biz whiz Brad Jacobs –who just wrote, “How to Make a Few Billion Dollars" – may be a fantastic company to own long-term. But don’t be surprised if at first it stumbles. I explain… (the good stuff IS paywalled.) https://t.co/KnbIlMUUE0 https://t.co/VHmaA99i00

Herb Greenberg
Herb Greenberg @herbgreenberg
7 May 25

Have fun while it lasts. Here’s a news flash: Fundamentals still matter. My latest, with comments on HIMS, OKLO and an update on Otter Tail – one worth watching! https://t.co/FejNZZCahL https://t.co/lnlX6DMFyl

Herb Greenberg
Herb Greenberg @herbgreenberg
6 May 25

Trying to talk fundamentals in a market like this, especially on heavily shorted stocks, is like trying to use reason to stop a street fight. Waste-o-time.