Herb Greenberg | On the Street

Home
Notes
Chat
Red Flag Alerts
Case Studies
On Life
Bluesky
Archive
About

January 2025

Why Yeti Deserves a Red Flag
It may very well be a victim of its own success as competition hits from all angles.
 • 
Herb Greenberg
Best Part of the DeepSeek Story
The humbling of the hubris of the tech bros was worth the price of admission.
 • 
Herb Greenberg
7
Random Thoughts – Short-Sellers, Fraud, Fakery and Other Stuff
Plus for premium subs, an updated copy of my Red Flag Alerts list. Let's just say: While stocks seem unhinged, some things have gotten worse.
 • 
Herb Greenberg
Why Investors Should Tread Carefully
Also, a peek back at the performance of my long-biased newsletter if the stocks had been held until today.
 • 
Herb Greenberg
2
The White House Wild Card
Also, what you may have missed from yours truly on Signet, Symbotic, Erie, GFL, Dolby.
 • 
Herb Greenberg
Why Red Flags STILL Fly Over Signet
The company can't seem to make up its mind on which metric is most important... or makes it look best.
 • 
Herb Greenberg
Red Flag Alert - Round-Tripping
Symbotic's deal with Walmart this morning raises more questions than it answers.
 • 
Herb Greenberg
Beyond Baffling
The arcane but significant accounting drama simmering beneath the surface at Erie Indemnity.
 • 
Herb Greenberg
Quick Hit: Listen Up...
Is THIS the emerging competition that will break Dolby's stronghold on immersive audio technology?
 • 
Herb Greenberg
2
Cockfight
Changes with Meta's new ad policies could hit Hims & Hers hard as its stock turns into a giant game of chicken among investors.
 • 
Herb Greenberg
Quick Hit: Garbage In, Garbage Out
Even GFL acknowledges financial smoke-and-mirrors in its long-awaited deal.
 • 
Herb Greenberg
© 2025 Herb Greenberg
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture