Updated buy levels for a bunch of Real Money Portfolio companies, including some big movers this week... plus one sell and two buys

Updated thoughts and price targets for some of our favorites, including AMZN, GOOG, EA, BR, WCC, AMD, MKL and more...

Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]

I’ve been doing my once-a-year assessment of every stock in the Real Money Portfolio over the past few weeks, and this documents pulls all of the quick summaries of those together into one file, to make it easier to keep track of them. What follows is in alphabetical order…. I think I got to them […]

Another chunk of the Annual Review as we look at Metromile, Lemonade, Stitch Fix, Tiptree, DocuSign and many more...

Thoughts on Risk Reduction, plus Annual Review pt. 5

Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]

More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...

Updates on some Insurance Disruptors, and part two of the Annual Review gets to PW, IIPR, MPW, CHWY, SFIX and more...

A couple new Real Money Portfolio positions, plus Part One of the Annual Review (and, yes, some GameStop comments)

Hi Travis, I’m referring your Real Money Portfolio and the annual review summary (March 2020) for making a call to buy the stocks in the dip. With today’s market sell-off, the numbers for the ’Buy Below’ and ’Stop Loss’ needs to be updated. It would be great if you can revisit the annual review and […]

For those who like brevity, I just posted a spreadsheet version of the Annual Review, with a very brief comment on each stock along with a “buy below” price for all of the stocks I own and the “stop loss” price (some of which disagree with each other, since I use human decisionmaking on top […]

Finishing up the Annual Review, including some buys and sells and updates on The Trade Desk, Tiptree, Keysight, Fairfax, Kennedy-Wilson, Innovative Industrial Properties, II-VI, Guardant Health, Fibra Uno, Disney, Crown Castle, Africa Oil and more...

More Real Money Portfolio re-analysis, including thoughts on Okta, DocuSign, Fastly, Elekta, Wrap and more... plus a new one to watch

Checking in on Real Money Portfolio holding ANET, SHOP, CCI, PW, SAND and more...

Checking in on more Real Money Portfolio holdings, including thoughts on GOOG, TTD, SPCE, MKL, DIS, COR and SLP

Part two of my annual look at all of the Real Money Portfolio holdings... including thoughts on Apple, Amazon, Berkshire, Facebook, Boston Omaha and Tiptree

Kicking off the Real Money Portfolio annual review with a few new buys, plus looks at MTG-B, ALS.TO, IIPR, MPW, SPCE, WRTC, IQ, NVDA, KEYS and more

I haven’t yet gotten to a few of my largest holdings in our Annual Review, so that’s where I’ll begin today — with the insurance conglomerates Berkshire Hathaway (BRK-B), Markel (MKL), and Fairfax Financial (FFH.TO, FRFHF), as well as the somewhat related names Fairfax India (FIH-U.TO, FFXDF) and Boston Omaha (BOMN). I should be clear […]

I’m going to get to several updates on Real Money Portfolio stocks at the end, including those questions “What to do with Qualcomm (QCOM)?” … but first, I’m going to go through the stocks where I’ve completed my Annual Review this week. Each year I promise to re-analyze and reconsider my opinion about each stock […]

Checking in on MPW, COR, OHI, LGND, SWKS, FNV and SQ

Annual Review: Insurance and related stocks

Taking a quick look and updating my thoughts on (almost) every stock in the "Gumshoe Universe"

A new way of organizing and reporting on our favorite stock ideas in 2013