Three buys in the Real Money Portfolio this week, including two new stocks... plus we join the "is it a bubble" discussion already in progress...
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Friday File: Sweet Times
Friday File: Berkley, Bro, Deere and more…
Friday File: Dino, Berk, McCormick & Acacia
A "cheaper than its cash" buy in the Real Money Portfolio, plus a watchlist update and another add-on purchase
12 Comments Read MoreFriday File: Fill up your Snifter
Friday File: Best of 2023
Checking out the best buys in the Real Money Portfolio over the past year... what can we learn from them?
9 Comments Read MoreWhat’s teased in Tilson’s “Peace Profiteering” Pitch?
Checking out a "win from predicting the end of the Ukraine war" teaser pitch from Empire Investment Report
28 Comments Read MoreFriday File: Another Bet on Electrical Infrastructure
A new buy, plus some big-picture musings, 13F notes, and updates on KEYS and NVDA
20 Comments Read MoreDe-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
Friday File: ANOTHER Huge Dividend Jump Inspires Buying, plus Gold and Bio Nibbles
Real Money Portfolio Transaction Updates, plus thoughts on IIPR, GH, OR, SAND and others
8 Comments Read MoreWhat do you think About XYO that’s selling RFID tags for personal use that started as an IPO
on StartEngine has met it’s goals so far and has a few projects going that look promising. Curious as to what your thoughts may be. Thanks Travis.
Leave a comment Read MoreFriday File: Diving into another Marijuana teaser, plus several add-on buys
Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]
29 Comments Read MoreFriday File: Chinese Booze, Backwards Bananas, and more…
An Acquired Taste for the Real Money Portfolio, plus updates on Momo, Kennedy-Wilson, Omega, Estre, Maverix and more...
7 Comments Read MoreTop “Liberty Vouchers” Teased for “Relentless Income”
Tom Russo, “Global Value Equity Investing”
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. This presentation was not so much about presenting on one stock as it was about explaining his way of thinking, and the kinds of long-term decisionmaking he thinks is […]
2 Comments Read MoreCapone’s Legacy, continued … Booze and Gambling. Mmmmm.
Well, even the AP is playing along, trotting out the tried-and-true “people drink more during recessions” article yesterday … to go along with Karim Rahemtulla’s “Capone’s Legacy” stocks. We took a brief look at Anheuser Busch yesterday, which has a slight connection to Capone because the Chicago gangster bought a summer home that had been […]
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I have paid for Alpha 9 and the Money Weekly Call. After the great membership service support, the customer service is ...
Hello Alan, Assuming that Brexit wins tomorrow and there are tremors through the financial markets, are there any Briti...
Tragically, no! Diageo is another "missed it cheap" one fort list of regrets....
DEO - Diageo Brands. Their price is low right now but with the phenomenal market share they have with their top brands ...