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Value

The amount of people patting themselves on the back for Total wireless on LinkedIn is embarrassing and cringe. These fake MVNOs are the downfall of VZ. How about focusing on Verizon brand and not 10 other brands? Value teams are cringe.


Target: Activist Can't Save This Company From Amazon; Reiterate 'Sell'

Summary

Target faces intensifying e-commerce headwinds, particularly from Amazon, undermining its long-term growth prospects.
I see TGT’s recent activist involvement and 13x forward earnings multiple as a potential value trap, not a buying opportunity.
Management’s AI and infrastructure investments may not offset declining comps, margin pressure, and competitive disadvantages versus AMZN.
I reiterate my "Sell" rating, expecting further margin deterioration and negative top-line growth absent a credible turnaround catalyst.
https://seekingalpha.com/article/4856452-target-activist-cant-save-this-company-from-amazon-reiterate-sell


Difference between Boeing and Expand?

Number of people dying from bad management decisions. Both companies have deaths associated with managers ignoring senior technical personnel and violating company and industry safety standards. VP of drilling never drilled a well. VP of completions never completed a well. What could possibly go wrong with this logic? Hire more VPs and fire more engineers. Bankrupt the company using the CEO's playbook that has been finely tuned to make executive management rich. Life is karma. You can't keep this up forever.


The Next Bill Flynn

Bill Flynn saved the company. We need another Bill Flynn. Our execution sux. It takes forever for everything & anything. No efficiency. No competency. No urgency. Top brass don't care. Why ? B/C they will collect soon on $2.5M-$3M pensions & sail into the sunset w/no worries. Take away their pensions & who will crawling to daddy and mommy now ? The Board don't care. They collect $200K per year to listen to sugar coated versions of alternate reality. No checks. No balance. No accountability. No care in the world. Crony capitalism. Nepotism. When's the last time any board member had lunch with a rank and file employee ? When have the met in a roundtable setting with employees ? When have they led and attended focus groups of clients ? Never ! Board is not accessible. Not approachable. Doesn't truly care about the company employees or clients because they are silent and invisible.


Nike heritage is over

was in outlets and Nike stores during holiday shopping with family. And they all had tons of AJs, AFs, Dunks and other classic styles by the tons and in deep discounts.
After this effort by Nike, I don't think that anyone with correct mindset will pay outrageous and bloated Nike Classic products in the future.
JD and Nike management couldn't stand resellers and tried to get rid of them. They couldn't stand the fact that anyone was making money off their product. Well they succeeded!! Because no one will touch it!! Nike Classics RIP, you are dead and buried.

Nike management in their infinite wisdom tried to ki-l all the roaches but ended up burning down the whole farm. LOL what a joke.

I have talked to few of the resellers and afficionados that I know and they are all out of the business. And they are so burned, they will not touch Nike products with 10 foot pole.


Fidelity the generous

Just submitted my charitable donation matching request to Fidelity Foundation and happy to see my humble donation to my cause was tripled! Yes, Fidelity match 200% of your charitable donation.

2025 was a good year for me, a foot soldier who worked honestly as always and was rewarded fairly by Fidelity. I wish those middle managements who leech off my work and those coasters who steal their salary from Fidelity be cut off in 2026, so Fidelity becomes a even better work place!


Raising Revenue

In 2026, name 5 things the company will do to actually raise revenue. Not cut expenses. You can't cut your way to profitability but raise revenue. Company is chickens_hit & is scared as he_ll to raise revenue. Just do it. Figure out a way. Company must find a way to raise money quick. Adapt or D-ie !! Smart firms figure out ways to increase revenue. Why can't mutual figure this out ?


What’s happening with Belk

In my opinion here is what is happening with Belk. I believe they have saw what is actually work for Macy’s and Belk is going to give it a shot. Macy’s is opening up smaller format stores that seem to be doing quite well for the brand, but at the same time they are closing their stores that are simply not profitable anymore and putting more focus into their “go-forward” stores. This strategy is all too similar to what Belk is doing. I do believe we will see several more store closures with Belk in the new year but honestly if this can help the company I believe it should be done. I mean it is working for Macy’s as they saw their first sales increase and positive outlook for the first time in several years.


Coworker trained her own replacement

A teammate who got laid off in the last round spent weeks helping a new hire learn the job, showing him the ropes, answering questions, in essence, training the person who would take over. And then suddenly, she's gone, without warning. The new hire is now doing her old role. I can’t wrap my head around how companies actually do this.


Honestly, MUFG is a great place to work.

The people are smart, supportive, and easy to work with, especially offshore IT teams and there’s a real sense that everyone’s pulling in the same direction. Management gives you room to do your job without micromanaging, and the focus on long-term thinking makes the work feel meaningful instead of rushed. It’s a solid, positive environment overall. Five star company for sure.