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Looking for a way to profit of the Street's (and my own) disappointment

With shares down over 60% over the last 4 years, earnings declining and a CEO set to retire Target had a chance to make dramatic changes. Instead, the discount retailer made the most obvious, timid, decision possible, announcing 20-year company...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
Macke's Retail Report
earnings
$TGT
Members Only
d
Expectations are high for Amazon tonight. Here's what to expect

Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn. 

Put more simply, 18 months ago the question was whether or not...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
Macke's Retail Report
earnings
$PTON
report card
Members Only
Building Cash into Earnings Season

Quick Update for Members: Portfolio Changes!

In Friday's video, recorded during the meat of a stock market battering, I announced that I'd be selling two of our portfolio holdings. I closed the positions at yesterday's close....

The Jeff Macke Portfolio Plus
Jeff Macke
Macke's Retail Report
earnings
$SBUX
$CHWY
Members Only
Amazon fails to explain AWS relative underperformance

Yesterday I wrote, "Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do".

Boy, is that biting me in the ass this morning. Amazon looks set to open 8% lower despite yet another quarter of...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only
a
Expectations are high for Amazon tonight. Here's what to expect

Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do.

With the Everything Store set to report tonight on the heels of blockbusters from Microsoft and Meta, and $AMZN shares underperforming...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only