Friday File: SPACs, Big news from GAN, and a new Watchlist Stock

Quarterly news from NVIDIA, Keysight, GAN and Sea... and updates on YSAC, Pershing Square, Altius, Roku and more...

By Travis Johnson, Stock Gumshoe, November 20, 2020


We won’t be posting a Friday File next week due to the Thanksgiving holiday, and publishing will be light in general for the next few days for the same reason (though we will, of course, feature our annual Turkey of the Year) … so perhaps you can take some solace in the fact that this week’s installment turned out to awfully long. Shall I start off today with something I’m thankful for?

First on that list is you, of course.   I’m very thankful that so many Stock Gumshoe readers have stuck with us through thick and thin, even when I screw up the website temporarily from time to time, or offer up ideas that turn out to be terrible.  This is strange work, digging through ridiculous marketing pitches and SEC filings and sitting here, mostly in solitude, thinking about investments all day… but I enjoy it, I think we help a lot of folks, and I’m thankful for having the opportunity to share my thoughts with you.  And double thanks to those of you who’ve been with us for a very long time — I just checked, and almost a third of our subscribers who were paying members in 2010, when Stock Gumshoe’s readership was much smaller, are still paying members of the Irregulars today, ten years later.  That’s humbling, that support is really what has made it possible for Stock Gumshoe to survive for so long in an ephemeral world, and I really appreciate your long-term commitment to our group.

(Don’t worry if that sounds like an old man being maudlin, we’re not going anywhere… and in fact, I’m hoping to do a major investment in rebuilding the foundation of the website to speed things up and improve what we can offer you in the new year, fingers crossed that our programming folks will be able to make it work smoothly — some of the software we relied on as new and best-in-class back in 2008 is now held together with duct tape, so it’s time for a bit of renovation work.)

And I’ll offer up one more bit of “thanks” that’s not about you (sorry).  I’ve been a movie buff my whole life and I’ve really enjoyed the fact that there are still new movies trickling out, and that movie theaters, in their attempt to survive, are willing to offer up private screenings… we got ...

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