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Topic Archives: Friday File

  • Friday(ish) File: NVIDIA, Teqnion and more…

    A few quick notes from the (chilly) Florida beach

    12 Comments Read More
  • Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall

    Hipgnosis is reportedly in talks to buy Pink Floyd’s music catalogue, with most of the investment coming from the fund they manage for Blackstone, for as much as $500 million (no confirmation or detail yet, but usually the publicly traded vehicle, Hipgnosis Songs Fund, co-invests when they buy something for Blackstone). I’ll be curious to […]

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  • “Energy Armageddon Coming to America” and some updates on old favorites

    Friday File look at a Peak Energy Strategist teaser

    4 Comments Read More
  • Comments

  • Completely agree that Warren Buffet's letter is a lovely read as is your Friday file....

  • Fantastic Friday file again Travis. I really like your calm dissection of companies, it really helps calm my nerves when...

  • I wrote some about that in ...

  • Yep, brief comment on that today in the Friday File.Short answer: Doesn't really mean anything....

  • On Qurate - I think it is entirely a question of when they go bankrupt vs. turnaround anything. A positive outcome would...

  • Our ads haven't changed recently, though they're handled by Google automatically so they do look different on every page...

  • Travis, again, thank you for the great Friday File. Your take is much appreciated!I did buy into CNSWF back in Feb ...

  • Thank you Travis for yet another insightful and thought provoking Friday File. I for one should very much appreciate mo...

  • Thanks wazuzu! Yes, the weak tenants have started to have an impact. Their biggest Tenant, Parallel, stopped paying re...

  • Yes, gold has been a very proven store of value for sure for millenia. It will end once we get automated asteroid mining...

  • Travis, this post was great, deserving of its own Bonus Edition to a Friday File. I'm one of the original architects of ...

  • I wrote some about that one in today's Friday File....

  • Here is a comment from Stock Gumshoe's Friday File from 9/30/22: "...most of today’s Friday File is about a teaser fr...

  • Dear Travis, Friday File this Friday the same as always: good thoughtful analysis. Here's my anecdotal observations on...

  • $OPEN from this link a nd also seven HYPERSCSALE stock in Friday File https://www.stockgumshoe.com/2022/05/microblog-...

  • This was a really great Friday File...

  • For some reason this latest Friday File entry doesn't show up under "Premium Content", had to find it under "Recent Art...

  • Hi Travis, I like reading your Friday file and deep dives. But I don’t understand buying into some European software ...

  • Great Friday file Travis. I'm intrigued about what you wrote about Constellation, and other great stocks you've missed o...

  • New sub'er here... I'm very impressed by the thoroughness of this write up, Travis. Well done. I'll be making an m1 pie ...

  • Good day Travis, I saw your Friday file and your comments on $SE and almost decided to close out my position but I got s...

  • Perhaps I did not make it clear. I would love to subscribe to the comments of th Friday file, but there is no subscribe...

  • Herbalix, When U subscribe to Gumshoe, the Friday File is included....

  • Well done again, Travis. I really enjoy reading your Friday File Articles. Your knowledge, candor and wit set you apart...

  • There seems to be no way to subscribe to the Friday file. Would love to do that. Thanks for all the good work Travis. ...

  • Hi Travis... as always your Friday File is a most interesting read... each time you've written about "SAND" I question w...

  • Last I saw, they have one small producing royalty but everything that looks appealing in their portfolio is is in "devel...

  • Hi Travis, Great Friday file as usual. I love your general musings and I'd love a take on the increasing narrative that ...

  • Greg, Travis did a good discussion of this in the first set of comments of the Friday File, 3/4/22. It includes: 'It ...

  • Been a subscriber for a lotta years - "Friday File" by itself is worth much more than the price of admission... it's alw...

  • Thankyou Travis.I can say gently and with confidence that you are the opposite of an idiot. :) (in response to yo...

  • Just posted my updated take on GOOG in today’s Friday File — in short, I think it’s a very reasonable buy here....

  • Very objective Friday File Travis. Your comments about Jeremy Grantham reminds me of that sage from the 1980's, Joe Gra...

  • Hi Travis, thanks for another great Friday File. I was wondering how you track your companies/stocks other than a watc...

  • Hi Travis Happy new year to you and everyone here Glad to see you add to upst, how about afrm and pypl which have sign...

  • This week? Not particularly, I don't imagine it's GAN-specific -- more interest in names that are part of the short-ter...

  • Hey Travis, I see that you didn't cover SE this time around. Would love to hear how you feel about the Hedgeye short ca...

  • The market has never been as expensive as it has at times been this year, so we should certainly have lower expectations...

  • Posted my thoughts on that in today's Friday File: https://www.stockgumshoe.com/2021/12/friday-file-docusign-craters-wha...

  • I don't make recommendations, I just reveal and explain what I'm doing with my money. If I buy or sell a stock in meani...

  • Same -- Friday File not received by email. I assumed that Stock Gumshoe was still feeling under the weather!...

  • … I just read the Friday File, which answers my question....

  • Thank you for your reply. Who knows we'll see some Friday File action on CPNG soon! Have a great day...

  • Thanks Travis, I enjoy reading your Friday file after I just became an irregular. Liked your coverage on toast, maybe ...

  • Good choice becoming an Irregular. Honestly worth it for the Friday File alone. Also nice when you can read the quick ta...

  • I saw a graph! I think every Friday File should include, at a minimum, one interesting graph....

  • Happy birthday Travis. May you and your family keep well & safe. As always your Friday file and indeed your weekly comm...

  • Thanks Travis for your review after Q2. You reviewed MPW real state company focused on health facilities. Do you know OH...

  • Travis, great Friday File, as usual. You seem somewhat confident about holding PSTH, would you be as confident with PST...

  • Thanks Travis! Another insightful Friday File. I like royalty company business model, but I am just unsure about the un...

  • Yes, most brokers now will sell fractional shares — which means you can buy a set $ worth of shares, not a set number ...

  • Hi Travis Thanks for your honesty and giving me some peace of mind regarding all the mistakes I make. A great Friday f...

  • Great article (as always) - I loved Galaxy before you wrote this, and I love it more after. BRPHF has been carrying my ...

  • Hi Tim,Thanks for your question. It is always hard to write down very specific rules when one mostly trades discreti...

  • Thank you for the Friday file Travis, much appreciated!I have a question, where do you get your news from? I ask be...

  • I think this discussion thread has been more valuable and helpful than many of the paid subscriptions out there (except ...

  • Hi Travis. I’m always looking forward to your Friday File, and this annual review was very much appreciated. I was w...

  • Thanks for another excellent Friday File. You wrote about the US keeping cash, and one thing about having the US dollar,...

  • Just posted my thoughts in this week's Friday File. Short answer, I think this is about as good as the valuation has lo...

  • Is it possible to share the Lockbox entries separately in Friday File? I see this note that its #3 in that list and I'm ...

  • One again, GREAT work!!! Always look forward to the Friday file. One Question: Is it possible to download the spreadsh...

  • Yea, the Friday file which takes me a few hours on an off to read, ends with more articles to read.... Seriously though,...

  • Thanks, Travis, for another informative Friday File. I think a taste of TIPT will be good for my IRA. I think it was a ...

  • Another Friday file with the voice of reason and experience at the end of the crazy week that it was. I always look forw...

  • Hi Travis. Thank you so much for sharing your wisdom and experience in trading along with your investment ideas. When yo...

  • @Travis Johnson Travis, If you can fit it into your time table, can you briefly give your thoughts on Metromile (MILE),...

  • Damn, I love this community! Kinda feel like I'm getting first hand advice from Mayor Gumshoe;) All fawning aside, I' wo...

  • The annual review segments have been coming out every week for four weeks now, now, so in the list of Friday Files you c...

  • That sounds like it might be the relative strength index (RSI), which Travis describes briefly in the current Friday Fil...

  • Thanks again for the Friday File Travis! An enjoyable read as always. I have kind of a general question as a new (less t...

  • The most immediate reason was their earnings report — which was excellent, but included a forecast that was less optim...

  • Very good analysis I don’t own all of these but needed guidance on the ones I own such Roku, fsly etc. the analysis b...

  • If you just want to follow what I’m doing, then that info is in the Friday File and Real Money Portfolio update each w...

  • What shows on the RMP page are current positions, with my allocations and performance of those positions, including last...

  • The portfolio will be updated tomorrow, and I'll also share my updated thoughts on that and other positions in the F...

  • Thanks, acronym! I do write fast, but I jot down tidbits for the Friday File throughout the week, so it’s not entirel...

  • Travis, your newsletters, not only the Friday File, offer such good reading that I can only hope you feel how much we al...

  • Thank you for your usual sensible, wise but self-effacing screed. You really are a fount of measured, sound opinion....

  • Just an FYI The current Friday File ...shows via the most recent discussion link....but not the premium content link (...

  • Yep, will get to that in the Friday File if not before....

  • I send out a Trade Note email whenever I buy or sell an equity position that’s larger than ~0.1% of the portfolio. Ev...

  • Travis, I, for one, am indeed looking forward to far less absurd drama out of washington once Twittler is gone ... enou...

  • I look forward to your thoughts on TTD in the Friday file. After today, this is my first 3 bagger, but in less than a ye...

  • Hi Travis I look forward to your friday file every week . You are doing some 5 wonderful work, regarding Trump vs Biden...

  • Hi Travis, I enjoyed reading your Friday File as always. You wrote briefly about Amwell when reviewing Teladoc. Are y...

  • I'll have an update on that stock in the Friday File, coming out later today....

  • One is the stock itself, the other is the "right" that was stapled to the SPAC -- the rights are leverage, sort of like ...

  • Thanks Travis! Awesome Friday File! I’ve been an irregular for only several weeks. Haven’t bought much yet because (...

  • Travis, that introductory piece was so well-written. One paragraph flowed naturally to the next without straying from wh...

  • Today’s Friday File was masterful. Thank you for the great read....

  • Here's what I noted in a Friday File a few months ago -- as of now, Sila Nanotechnologies has not filed an S-1, which is...

  • Haven’t looked at that, but will throw it on the pile of questions for the next Friday File, thanks....

  • If you're an Irregular Member, I think we'll be hearing from Travis about this in today's Friday File this afternoon....

  • Looking forward to your Friday File. Thank you so much for all your hard work!...

  • MY experience?~!? That this 350 odd dollars into real education - is by FAR the best single investment i have ever made!...

  • If you are a paying member, Travis talks about this in his Friday File of Sept 11, 2020...

  • Yes, when there’s an equity trade in the real money portfolio that is of meaningful size (more than 1/10 of 1% of the ...

  • Maybe so! I do collect thoughts and write little snippets for the Friday File throughout the week, but it usually takes...

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