Orange Peel Investments
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Past articles by Orange:
Twitter Could Easily Be Acquired In 2018
We think 2018 is the year Twitter finally is scooped up. Our thesis is relatively simple: it's cheap, it's valuable, it can stand alone on its own now and it ca → Read More
Did Wal-Mart Just Move Ahead Of Amazon In The Race To 'Retail 2.0'?
Wal-Mart rolling out autonomous shopping. The race for brick and mortar Retail 2.0 is on. Wal-Mart is formidable competition, and is neck and neck with Amazon. → Read More
After The Snyder's-Lance Acquisition, Our 4 Favorite Food And Beverage Acquisition Targets For 2018
LNCE officially taken out for $50/share by CPB, as rumored and reported would happen last week. Food and beverage companies remain hot commodities after a year → Read More
Will Costco's Great Earnings Be A 'Sell The News' Event?
COST reports December 14. Its an interesting proposition, as the market already knows that the quarter has started off great and the stock trades with a PE of 2 → Read More
Bitcoin Futures Will Push Bitcoin's Price Higher, Faster
Bitcoin futures started trading this past Sunday night. The price of BTC was up about 20% in response. We think futures trading will help push BTC higher, faste → Read More
Amazon's Holiday Shipping Bluder Could Benefit Costco And Other Brick-And-Mortar Retailers
Amazon customers are furious that holiday orders are being delayed. This is a nice reminder to those customers that brick and mortar shops are still open this h → Read More
Why Did The Greyscale Bitcoin Trust Crash On Tuesday?
The GBTC sold off in grand fashion on Tuesday before bouncing. The stock went from over $1850 to $1350 in minutes. We explain why we believe such a big move hap → Read More
Kohl's And Macy's Still Have Plenty Of Room To Run
Kohl's and Macy's have led brick and mortar retailers higher over the last week of trading sessions. Rotation continues out of technology and into the lower pri → Read More
These 2 Things Will Push Bitcoin Higher In 2018
Bitcoin is the standard for the digital currency asset class and being the first on the scene is a massive advantage. Futures will accelerate price discovery an → Read More
This Week Could Set The Tone For 2018
Meaningful news hits the wire over the weekend. Senate pushes through tax bill while ABC retracts key parts of a story that sent the Dow plunging 350 points on → Read More
Costco Posts Astronomical November Comps, Belongs Over $200
COST posts incredible November sales comps. The company has proven consistently that it's Amazon proof and the best name in brick and mortar retail hands down. → Read More
Stop Congratulating Janet Yellen, She Doesn't Deserve It
Yellen's tenure comes to a close as she is praised in political and financial media for a job well done. The truth is that with low interest rate policy while e → Read More
Is The Debt Market Tightening Up On Tesla?
High-yield markets continue to see large outflows which indicates Tesla may face more difficult financing terms the next time it raises capital. Opinion is divi → Read More
Twitter Moves To 52 Week Highs Despite Major Shareholder Arrest
One of Twitter's major shareholders, Price Alwaleed Bin Talal was arrested in early November. Generally when a major shareholder of a company faces such circums → Read More
Wal-Mart's Lightning Quick Online Sellout Is A Good Problem To Have
Wal-Mart sold out of many Black Friday items online before the end of the day on Thursday. While customers are complaining, this is ultimately a great problem f → Read More
The Price Is Right For Amazon To Bid For Macy's
Macy's is cheap by any standards, just put out respectable guidance, and has great real estate value combined with a continued free cash flow stream. Dealreport → Read More
The Market Pressure Cooker Intensifies
Skittish markets in the U.S. and overseas over the last 48 hours. Worries persist about the global economy and the current administration's chances of getting t → Read More
Is This The One Caveat That Could Slay Bitcoin?
We are Bitcoin bulls and have been writing about Bitcoin positively for more than a year. Given the recent volatility, we thought it would be a good time to add → Read More
The Case For A Holiday Retail Rally Gets Stronger
Earlier this week, we predicted that brick and mortar retail would rally into the holidays. One of our main catalysts was a tailwind from better than expected e → Read More
Santa Could Bring A Retail Rally
Brick and mortar retail has a nice tailwind behind it after M and JCP results last week. Heading into the holiday season, the brick and mortar retail space coul → Read More