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

Blather alert… skip down a ways to the ***** if you want to get right to the specific investments I’m talking about today… The market feels very uncertain, despite the massive stimulus and reopening boost that we all expect to see in the real economy this year, and the doomsayers are clearly out in strength […]

The folks at Cabot are so often enthusiastic about great growth companies, often picking them and re-picking them as they soar higher, that they sometimes remind me of David Gardner and his Motley Fool Rule Breakers… and given their yen for growth, I imagine both probably are coming off of exceptional years with the explosion […]

Here’s the lead-in from a new Lou Basenese ad that got a lot of our readers asking questions: “URGENT BUY ALERT: “America’s Leading Technology Analyst Says Buy “LEO” Now! “This tiny company is poised to transform a $2.7 Trillion market with the single flip of a switch. “Its groundbreaking technology is already being used by […]

It’s been a little over a year since Whitney Tilson’s Empire Financial entered the world of big-time newsletter promotions with a teaser pitch for “TaaS” — and as that anniversary of a really successful teaser pitch comes near, they’re updating it today with some new stocks… and a tease for a different newsletter. The new […]

Markets are people, and people overreact — bull markets get too excited and people pay irrational prices for popular stocks sometimes, and bear markets get too fearful and people sell regardless of company fundamentals and drive prices down to silly levels at other times. We can come up with some assessment of what we think […]

Monthly newsletter that calls on Altimetry’s “Uniform Accounting” database to pull stocks with a large discrepancy between “real” and “as reported” earnings, and picks large caps among that group which also meet the criteria (including analyzing conference call voice patterns for CEO sentiment).

Recent Author Comments

On Microblog: Coinbase security and regaining entry to my account

Sounds frustrating, sorry. Haven’t had issues with that, but their support pages are here if you haven’t come across them yet: https://help.coinbase.com/en/coinbase/getting-started/other/how-can-i-contact-coinbase-support[...]

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On Fool's "Undervalued 5G stock with 268X growth potential"

I don’t know what the margins are, but one of the studies I read indicated that the optimum yield for tomatoes on CEA is about 500,000 lbs per acre per year. If that’s at all close to what AllHarvest is doing that’s maybe 30 million pounds of tomato[...]

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On Fool's "Undervalued 5G stock with 268X growth potential"

Spoken like a farmer! That's been one of the potential interests of Power REIT (PW), which like IIPR is a REIT I own that leases property to marijuana producers. They've often talked about wanting to expand into vegetables and such, beyond just marijuana[...]

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On OK, OK, Let's talk about that "ID Coin" Teaser Pitch

Thanks for the confirmation, JBW[...]

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On Fool's "Undervalued 5G stock with 268X growth potential"

Thanks for the confirmation, ronwill[...]

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On OK, OK, Let's talk about that "ID Coin" Teaser Pitch

This ad wasn't teasing a cryptocurrency or token, but a stock or ETF -- maybe that's one of the other picks they talk up in special reports or something, but not anything they hinted at.[...]

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On OK, OK, Let's talk about that "ID Coin" Teaser Pitch

This ad wasn't teasing a cryptocurrency or token, but a stock or ETF -- maybe that's one of the other picks they talk up in special reports or something, but not anything they hinted at.[...]

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On OK, OK, Let's talk about that "ID Coin" Teaser Pitch

It's not a cryptocurrency they're teasing, it's either a stock or ETF that can be bought through regular brokers.[...]

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On Fool's "Undervalued 5G stock with 268X growth potential"

When I find one. No promises.[...]

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On OK, OK, Let's talk about that "ID Coin" Teaser Pitch

I've been pondering that a bit and waiting to see if the company provides a more detailed response. Some good points in there, some hyperbole and misleading points, and INTZ is really in a "prove it to me" position while we wait to see if they're really g[...]

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On Friday File: Par-ty Time, or a World in Decline?

The company and a share of the company are the same, whether traded in NY or in Toronto. We don't know for sure if Galaxy will get a NY listing, only that they say they plan to try to do that later this year. Typically, when a company that has OTC trad[...]

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On OK, OK, Let's talk about that "ID Coin" Teaser Pitch

They own a lot of the same stocks, most of ARKF's differentiation comes from heavy bets on their favorite ideas -- so half of ARKF's assets are in its top ten holdings, while for BLCN it's much more conservatively spread out, with the top ten holdings onl[...]

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On OK, OK, Let's talk about that "ID Coin" Teaser Pitch

Sure. I don’t think it’s a high probability, but without many specifics it could match.[...]

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On Microblog: Paul Mampilly’s 100x deal- sEASON 2

Quite possible... the valuation is nutty and Coinbase is relatively expensive and restrictive, but it’s also true that Coinbase is a strong consumer brand, and is aiming for the 95%+ of US investors who aren’t really diehards or in the “community” [...]

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On "Apple Patent Could Ignite 20-Cent Stock?" What's Jason Simpkins talking about?

I'll put it on my list... what do you like about it?[...]

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On "Apple Patent Could Ignite 20-Cent Stock?" What's Jason Simpkins talking about?

The quiet advancements in surveillance are pretty creepy, no? I don't see any signs of it stopping, but they are pretty far beyond the capabilities that a lot of writers imagined 50 and 100 years ago. Huxley was the author of Brave New World, by[...]

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On Microblog: Coinbase

It's likely to start trading at a ludicrous valuation for such a big company... but the interest in Bitcoin is so high and rising that it will probably shoot higher. Great company, huge US leadership position, and there's something to be said for buying [...]

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On "Apple Patent Could Ignite 20-Cent Stock?" What's Jason Simpkins talking about?

That’s a Reg A offering, right? Haven’t looked at their financials, what does the order flow and revenue look like relative to the valuation?[...]

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On Friday File: Par-ty Time, or a World in Decline?

I'd make sure to think of that 20% as a block, and work out a scenario for what your plan will be if Bitcoin lost 75% of its value in a market rout or panic. How you'd feel about that, and what the real risk would be, depends a lot on your situation in li[...]

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On Friday File: Cheaper SPACs and a Year to Remember

Both merger arbitrage and SPAC arbitrage are fairly reliable ways to, on average, make a return that I'd typically expect to be in the 5-10% neighborhood annually, sometimes a little more, and this fund does both so that's somewhat appealing as a non-corr[...]

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