Travis Johnson, Stock Gumshoe

Have covered both many times, neither has impressed me enough to buy them at this point. Lack of business for AKTS and lack of real growth potential for INSG were my primary concerns, though it’s always possible I’ll end up being wrong. Haven’t loo[...]

A different kind of company, though quite similar in terms of revenue and valuation. Like Gilat, Orbcomm has been in a "failure to grow" mode for a while. Orbcomm does have a satellite constellation but they use it primarily to offer global "asset tra[...]

Globalstar did have a constellation at a somewhat higher orbit, as I recall, though they were more of an Iridium competitor with sat phones 20 years ago and that still seems to be their primary business. Almost every satellite company works with the gove[...]

A123 went bankrupt in 2012 thanks in large part to the recall they did and their partnership with the first iteration of Fisker, wiping out investors... their assets were acquired by Wanxiang shortly thereafter.[...]

I suppose it's theoretically possible that there's risk involved in trading suspect stocks, though I've never heard of anyone getting in trouble for that unless they were engaged in illegal promotion or publicizing a stock without disclosing their personal[...]

Have written about it, but never owned it.[...]

Branson's satellite launch project, Virgin Orbit, is a private company that was spun out of Virgin Galactic (SPCE), not sure if Virgin Galactic owns any of it anymore -- SPCE is focused on human spaceflight currently, they are not trying to get any satelli[...]

Yes, always read the disclaimers! Those impressive-sounding pitches for penny stocks are so often paid advertisements, and they will always disclose that in the small print -- they know you won't read it, and as long as you tell someone you're screwing th[...]

Yep, I do have a small crypto portfolio (mostly just bitcoin and ethereum), but tend to stay away from the heavily touted little guys -- it's so hard to see a business case for most of them. Which probably means that I'm an old fuddy-duddy now, and I ju[...]

Thanks! Yes, anyone focusing on growth stocks, especially tech and biotech, has probably had an insanely successful year. It's terrifying to hold some of these "50X revenues" stocks, but it was also terrifying at 15X and 30X... hopefully we'll all find[...]

Charlotte's Web would surely have been a good candidate for 2019, don't remember if they were on the short list or not. They've been a little stronger this year, though still awfully weak, the "failure to launch" for mainstream branded CBD stuff with the[...]

Another housecleaning after a few ugly games... who knew that we'd spend decades longing for the consistent mediocrity of the Fontes era?[...]

That ad has been blanketing the internet since early this year, and I don't think it has been updated or changed -- so the story is probably still the same as when we covered it in detail here: https://www.stockgumshoe.com/reviews/empire-stock-investor/wha[...]

There are plenty of startups trying to take this market at the moment, but it's a terrible business so far -- huge infrastructure spending required, very low revenue opportunity in the near future. I suspect we'll need to see a heavy hand from the governm[...]

I expect there's a short-term impact from interest rates normalizing post-election, which might have cut into the trading volume of bonds (over the past three months, the sock has traded more or less in line with the 10-year note rate). Just a guess, I h[...]

Everything holds risk. The dollar has been depreciating and losing value for at least 100 years, and will likely continue to do so -- but when you buy companies that have actual value, that provide a service or product that is in demand and likely to [...]

Rush Street is likely to be bigger and a little cheaper at this point, given what we know from the initial SPAC disclosures. Haven't dug into the business in any detail yet, personally. Rush Street is building consumer-facing brands, it appears, not ju[...]

We covered Brown's "next antibiotic" pitch back in April -- that stock has done quite well so far, though there's abundant reason to be skeptical of "next generation antibiotics" as investments. I haven't looked to see if he's still talking up the same [...]

Really? Most of the article above is about WNDW.[...]

I don't think it's a loser, I just think the EV and related stocks have been traded up to bubble valuations... and in Quantumscape's case, it seems to me the business is still at least several years from generating meaningful revenue. Sounds like cool tec[...]