Travis Johnson, Stock Gumshoe

Author Bio

Travis Johnson, Stock Gumshoe
Travis Johnson is an individual investor who founded Stock Gumshoe in 2007 as a way to air his dissections of overhyped marketing pitches... and to share the "secret" stocks that stock newsletters hype to get your attention and your subscription dollars. His thinking? If you already know what the "secret" stock is, you can make a much more reasonable and thoughtful decision about whether or not to commit to an expensive newsletter subscription. (And if you don't pay for the info, you'll be more free to think for yourself about whether or not the investment is worth your money.) In his charmed life he has been, among other things, a university faculty member, a fundraiser, a writer, and a world-champion ice-cream scooper. Now he runs Stock Gumshoe for you, allowing us all to discuss and dissect the latest overheated stock ideas... as well as review and talk about investment newsletters and enjoy the commentary and opinions of Stock Gumshoe's other special contributors and the discussion with our unusually attractive, erudite and polite readers. He lives with Mrs. Gumshoe and all their little Gumshoes in the wilds of Western Massachusetts.

Author Archives

The Motley Fool has really been ramping up their weekly “Investor Digest” ads that focus on pitching their higher-end portfolio services, and we’ve covered several of those in the past few weeks… but lots of readers keep asking, so we’ll throw another one on the pile today. What’s this “Small-cap 5G stock” they’re pitching? Ahh…. […]

I’ve gotten a bunch of questions about Teeka Tiwari’s “Trump Tower” teaser pitch recently, so although the ad is actually very old now (it’s still got a January 29, 2020 date under the signature) I thought I’d re-share our solution. It is still circulating heavily, and it’s an ad for Palm Beach’s “entry level” newsletter […]

We got lots of questions over the weekend about the latest Microcap Insider teaser pitch, so that’s how your friendly neighborhood Gumshie is starting his week… Alex Koyfman’s ad about the “oil killer” starts out like so… “A Little-Known Fuel Is Set to Revolutionize the Energy Sector in the Coming Years — This has NOTHING […]

Things have been a little slow here as your favorite Gumshoe puts in some sweat equity for our kitchen renovation project this holiday week, so please accept my apologies for not having written for a couple days. But I’m not completely drowning in dust, so I thought I’d take a moment to get a teaser […]

I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]

The lead-in to the latest pitch from Andy Snyder touches on a few “hotter than hot” themes — so it’s no surprise that several folks have been asking about it recently. The ad is dated January 2021, and it promises both a next-wave telecom opportunity in 6G, and a hot exposure to Space, which is […]

I got a question from several readers about this fairly quiet pitch from Eric Fry over the weekend, and it rang a little bell so I thought it was worth a little check-in… this is what Fry says about the business of asset management… “‘Gather assets under management… and bill them.’ That’s how a money […]

Website says that this “aggressive” service “uses Eric Fry’s proprietary ‘Green Light System’ to spot global megatrends, just as they begin to unfold — and cash in with LEAPS options, small-cap stocks, bonds, currencies, commodities….”

It’s been a phenomenal couple years for the Real Money Portfolio, but I should also note that this has been to some degree a “monkeys throwing darts” kind of market — as long as you did more buying than selling over the past couple years, and as long as you kept your exposure to some […]

Nick Hodge and Gerardo del Real did not disappear for long when their newsletters stopped being published by the Outside Club… they’re back with new letters from a publisher they’re now calling Daily Profit, including Gerardo del Real’s Junior Resource Monthly (currently “on sale” for $99, this is effectively a restart of the Junior Mining […]

Recent Author Comments

On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

Not usually, I write about those much less often... but if you’ve got questions, fire away![...]

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On Microblog: The Fools newsletter

Indeed, it’s pretty easy to make the “overvalued” argument about almost every stock I look at these days. Doesn’t mean they’ll go down right away, valuation is a terrible timing tool, but it does mean the risk is elevated.[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

Thanks Rick![...]

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On Fool's "Small-Cap 5G Stock Targets 40X Potential"

Haven’t looked at the specifics, but insider selling is not generally a reliable signal for “stock that will go down” — insider buying is a positive signal, but selling, on average, is pretty neutral. The conventional wisdom is that insiders sell[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

Hope you get a great chance to put that cash to work![...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

Cisco and Intel were both excellent, profitable and growing companies that were easy to love in 2000, at some point the price you pay matters. I don’t know if Grantham will be right, or when, and I agree that a predisposition for optimism is generally[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

My thoughts and the progress of the company haven’t changed. insurance pricing in general and interest rates might matter in a few years for them, but right now it’s all about speculation on whether or not their business model will let them grow quick[...]

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On Microblog: "Will This Ceramic Tile Transform Global Energy"

That ad has been in heavy circulation for many months, with occasional changes to the headline. Covered most recently here: https://www.stockgumshoe.com/reviews/strategic-trends-investor/the-next-stock-of-the-decade-from-strategic-trends-investor/[...]

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On Fool's "Small-Cap 5G Stock Targets 40X Potential"

I bought Gilat as a merger arbitrage, and sold when the merger failed. Haven’t looked very closely at it recently, sorry, but all of the space stocks have gone a little bonkers in recent months.[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

It’s good to have a disciplined system you can stick with, hope it continues to work out for you.[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

You don’t need conspiracy theories for this stuff... if one antelope thinks they see a cheetah and starts to run, causing a thousand others to chase them, and it turns out it was just a hyena, that doesn’t mean the first antelope was manipulating its p[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

Nope[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

The old trader response would be, “stocks take the stairs up, and the elevator down”. It’s all human reactions and herd behavior in the short term —- really hard to resist, since we’re hard wired to want to be part of the herd (safer that way,[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

I have not sold any crypto in the last week, I sold about a third of my holdings in Bitcoin and ethereum over the past month or so. I was a net seller in general this week on the equity side, but only marginally. Sold a little, bought a little... the [...]

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On Teeka's "The Investment of the Decade" -- Digging into "Genesis" and the "Three Must-Own Stocks that Will Power Blockchain’s 295,000% Revolution"

She’s had an extraordinary couple years, don’t know how she’ll do from here but the history of hot money managers who beat the market dramatically has always eventually been “reversion to the mean”[...]

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On Teeka's "The Investment of the Decade" -- Digging into "Genesis" and the "Three Must-Own Stocks that Will Power Blockchain’s 295,000% Revolution"

Sounds like he has updated the report since last year, without updating the date for the ad -- interesting.[...]

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On Motley Fool's "Goosebumps" Pitch for a "Hidden 5G Superstar"

All of our articles are dated, though it's true that newsletter pitches are often used over and over for years once they find a spiel that works -- sometimes without any update at all to the "story" they're selling.[...]

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On Microblog: Paul Mampilly's 100x deal

Yes, treasuries are down because yields are up. If you own a Treasury Note with a 1.2% coupon that you paid $1,000 for, and suddenly the market decides that it will demand a 1.5% yield on the secondary market, then the Note you paid $1,000 for is worth $8[...]

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On Microblog: Large FSLY drop

Nobody knows. Either this is a little weakness as sentiment shifts and people become more aware of risks, a little blip that will be forgotten in six months, or it's an indication that a 60% market drop is beginning. Or something in between. There are[...]

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On Friday File: New SPAC, Annual Review pt. 4, and more...

Trade Note: Two partial stop losses triggered today in the Real Money Portfolio, so I've sold roughly 10-15% of my holdings in both Roku (ROKU) and Teladoc (TDOC). Similar to risk-reduction sales I've made in highfliers like PAR and TTD in the recent[...]

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