Broad investment commentary and/or asset allocation topics.
Buying and selling in the Real Money Portfolio -- adding exposure to India and the Montney, Selling some Insurers, and updates on small speculations
Checking out some teased cobalt ideas, plus updates on Delphi, Lending Club, Shopify and more...
International Capitalist teases an online travel agency and a large mobile telecom provider... who are they?
Some thoughts and notes from this week's conference that included Ray Dalio, Jeff Ubben, Leon Cooperman, Mick McGuire, Stephen Schwarzman, Tom Siebel, Julian Robertson and more
Ian Wyatt pitches "secret IPO" investments that let you buy private companies before they go public -- what are they?
Including notes on Berkshire Hathaway, Markel, Fairfax, Axis, Yatra Online and Walt Disney
A few small transactions for the Real Money Portfolio, plus thoughts on Sandstorm, Maverix, GE, Berkshire Hathaway, Fairfax and Axis
Louis Navellier's Emerging Growth ad says "Early investors stand to reap windfall profits as electric car sales hit $7 trillion by 2050" -- what's the "secret" stock he wants you to buy?
An excerpt from a month-ago Friday File for everyone to enjoy...
Notes on AAPL, CRTO, SHOP, SWKS, YTRA, MMX.V and more
Checking out Louis Basenese's pitch for The Takeover Alert
Reading into Tom Dyson's Palm Beach Letter pitch for “The Secret Investment Account: How to Fund Your Own Worry-Free, 100% Tax-Free Retirement.” This was originally pitched as the "770 Account" and is now also being touted as a "702(j) Account"
Checking out the teaser pitch for Stansberry's Big Trade service
Last Friday File until July 21
Can you really "claim a portion of the historic $206 billion tobacco settlement?"