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Trey Thoelcke

Why These 2 CEOs Just Bought Millions in Their Own Stocks

Two CEOs filed the same rare SEC disclosure on the same day, each spending their own money to buy shares in their own company without a prearranged trading plan. What they signaled about GameStop…

Trey Thoelcke · 4 weeks ago

Kraft Heinz Moves to the NYSE. What Happened to the Breakup?

Kraft Heinz announced a blockbuster split into two companies, then a new CEO walked in and stopped everything. Now the question is whether a massive reinvestment bet can rescue brands that have been losing…

Trey Thoelcke · 4 weeks ago

Kroger and Macy’s: The Compounder vs the Turnaround

Kroger and Macy's report earnings on back-to-back mornings, and both stocks look interesting right now for completely different reasons. Understanding which kind of story actually belongs in a retirement portfolio changes how you read…

Trey Thoelcke · 1 month ago

Why Wall Street’s Breakup Fantasy Doesn’t Work for Netflix

Breaking up a $326 billion streaming giant sounds straightforward until you try to draw the lines. Netflix's financials reveal a business so deliberately tangled that carving out its studio, ads, live events, or games…

Trey Thoelcke · 1 month ago