More Mouse, Please

This is just a quick note to let the Irregulars know that I’ve added to my holdings in Walt Disney (DIS) after their somewhat tepid quarter and negative investor reaction. I still consider this to be an extremely high quality franchise — the worries about relative weakness in the media networks, particularly ESPN (which typically […]

Motley Fool’s Television 2.0 Stocks Revealed — “The $2.2 Trillion War for your Living Room Begins Now”

Today, we take you back to 2012… The Motley Fool is promoting it’s “$2.2 Trillion War for your Living Room” stocks again, and the ad is almost identical to the version that first started circulating in the Fall of 2012. That’s not all that shocking, of course — once a newsletter publisher finds an ad […]

Friday File: ‘Cuba Portfolio Foundation Stocks,’ Venture update, REITs, and What I’m Thinking of Buying

I’ve got a few thoughts to share with you about GSV Capital and a few other areas where I’ve seen questions or interest from readers recently, but first I want to get a quick teaser solution or two out for my favorite Irregulars…. One pitch that’s sent a lot of questions our way of late, […]

February Idea of the Month

As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]

Irregulars Annual Review

Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]

Idea of the Month: Buy What Buffett Won’t

We were talking about Warren Buffett just yesterday, and I also recently was looking into flights to go to the annual meeting in the Spring, so everyone’s favorite avuncular billionaire was on my mind this week… and it was almost like he was talking in my ear as I was plotting this “Idea of the […]

Friday File: Checking in on SharesPost, plus some updates

A fairly quiet week in Gumshoedom — we’ve also got a new column from Dr. KSS today, which you can see here, and what follows is my “Friday File” thoughts on a few investments I’ve written about recently. I spoke with Sven Weber, manager of the SharesPost 100 Fund (PRIVX) on the phone earlier this […]

Friday File: Altius, Disney, REITs and More

Apparently Apple had some sort of news this week, and I guess the Federal Reserve is supposed to do something next week, eh? Well, there are thousands of market pundits who will tell you all about those things — and dozens who will tell you that the world is going to start coming to an […]

When to “buy the dip?”

When looking into “buy the correction” ideas, a key problem is getting your head around when a stock has finally “blown off” any excess valuation — fundamentals aren’t falling for most stocks, at least not for the stronger, growth-oriented names in the market, but the stocks are falling anyway… why? Well, obviously we have the […]

Why did Grenville drop 20%? Are we Triggering Stop Losses Now?

It’s been a heckuva week, eh? I have no idea whether this is really the “capitulation” washout that so many investing pundits have been looking for, or whether we’ll keep falling on Monday or will bounce back after the week ended so roughly, but I do have a couple thoughts to share with you about […]

“The best Motley Fool investing idea since AOL and in the 1990s”

That’s our pitch today — that the new “themed” technology investments being teased by the Motley Foolians are as good as David Gardner’s push for AOL and back in the days before the Motley Fool published their current Stock Advisor newsletter. The ad letter actually comes in from a different Fool employee, Todd Etter, […]