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

Friday File: “Trophy Assets”

I’m off to spend a couple weeks walking in the woods with Mrs. Gumshoe and the Little Gumshoes (though they’d probably want me to note that they aren’t so little these days), so we won’t have much in the way of new content at Stock Gumshoe for the next two weeks, and the next Friday […]

Friday File: Markman’s $5 “Next Cisco”

Happy Friday, friends! I don’t have any big news on the Real Money Portfolio to dig into at the moment (though the updated portfolio is here, FYI), so I’ll spend my Friday time with you sifting through another teaser pitch and getting you some answers… then we’ll get to a couple quick updates and thoughts […]

Notes from the Boston Omaha Annual Meeting

I don’t usually make a point of meeting or interviewing executives, mostly because I don’t want to be swayed by personal impressions of people who probably wouldn’t be in their position unless they were personable and appealing… but when you’re really dealing with a “bet the jockey” stock like Boston Omaha (BOMN), it is important […]

Recent Author Comments

On Looking into Nick Hodge's "Crypto66" and a "Bizarre Crypto Opportunity"
Scandinavia generally has very low electricity costs, thanks to both hydro and nuclear (depending on country — Sweden is hydro)[...]
On Motley Fool's "'Total Conviction' Stock Looks to Us Like Facebook Before Its IPO"
Hindsight gives us powerful wisdom, no? Everyone looks like a fool in retrospect close to half the time.[...]
On Yastine's "$5 Biotech Stock Revolutionizing Health Care"
You're welcome! :)[...]
On Looking into Nick Hodge's "Crypto66" and a "Bizarre Crypto Opportunity"
Great and detailed comment, thanks -- glad to hear from folks who clearly know more about the sector than I do.[...]
On Yastine's "$5 Biotech Stock Revolutionizing Health Care"
Not sure what you're looking at, the price did not come anywhere near doubling in two days. The stock closed at $3.02 yesterday, I published my look at the ad/stock this morning and it got as high as about $3.25 for a few minutes this afternoon. The shar[...]
On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties
I update them regularly, usually about once a week (though some of them have been roughly the same for a long time).[...]
On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties
Relatively minor update, but a larger "borrow" did show up for KERN so my short position was filled in a bit. Will update the details in the Real Money Portfolio at the end of the week.[...]
On Looking into Nick Hodge's "Crypto66" and a "Bizarre Crypto Opportunity"
Indeed, a typo -- sorry. I do mention Hive in the article, but just to offer a comparison to the valuation of Hydro66. I don't own either one.[...]
On Looking into Nick Hodge's "Crypto66" and a "Bizarre Crypto Opportunity"
Didn't know that, thanks for the info.[...]
On "The Death of Silicon Solar cells" pitched by Oilprice.com -- they say "This Under $3 Stock Will Unleash the Greatest Leap in the History of Electricity."
Ouchies for Nanoco investors -- that "big U.S. customer" who investors persisted in guessing was Apple decided not to go forward with larger-scale production. Stock down 75% or so. https://www.ft.com/content/08a9340a-93fa-11e9-b7ea-60e35ef678d2[...]
On Looking into Nick Hodge's "Crypto66" and a "Bizarre Crypto Opportunity"
Cooling is a major cost for all data centers... so if you operate in a cold place, that expense is far lower. Yes, if you think about it that way, cryptocurrencies are almost like a way to turn electricity into "money" -- and the huge energy cost relati[...]
On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties
Could be, I can't say that I've often been successful at choosing an "all in" point for any investment... always better to scale in and out if you're focused on something long-term in nature (like the telecom investment cycle).[...]
On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties
Margin should scare us all, for sure -- and yes, puts are safer, though not available on all stocks.[...]
On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties
KERNW are 5-year warrants on KERN at $11.50 per share. There’s probably an early exercise clause of the stock trades above $15-20 or so for an extended period of time, not sure. The MTech Acquisition prospectus would have other detailed fine print if y[...]
On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties
Indeed, though gradually getting some of the assets out of S.A. Listing could ameliorate that over time.[...]
On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties
Good points and perspective, thanks.[...]
On Friday File: My "Top Ten," plus Some Adventures in Shorting and A Check-in on Gold Royalties
No, PHUN warrants didn’t trade to parity while the price was wacky — the elevated price persisted for a bit longer probably because the registration of shares took longer than usual due to the govt shutdown.[...]
On Brown's "The First AI Stocks I'd Recommend to anyone..." pitch
It’s pretty easy to buy now through most brokers, the ADR is pretty actively traded - HNHPF I think.[...]
On Friday File: Pot Dividend Surges, plus thoughts on gold and "bargains"
True, the only really clear advantage they have is cheap financing and a head start. Though sometimes it feels like just “not being a corporate governance disaster” is somewhat of a relative advantage in weed world.[...]
On Friday File: Pot Dividend Surges, plus thoughts on gold and "bargains"
Definitely agree that I wouldn't short IIPR :)[...]

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