Travis Johnson, Stock Gumshoe

Author Bio

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

Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]

Chris Wood at RiskHedge is selling one of his higher-end newsletters, Project 5X ($2,497 for the first year, 30-day refund period), by teasing that he will reveal “My #1 Play of the Psychedelic Medicine Revolution”… largely because, like many pundits, he believes that psychedelic drugs might follow the path worn by marijuana over the past […]

This article was originally published on June 29, 2020, when Alexander Green was first touting this as the “#1 Microcap for 2020” — that ad has been repurposed and lightly updated as they pitch the same stock as the “#1 Microcap for 2021,” so we’re re-posting this here to answer reader questions. We have not […]

Portfolio service pitched as a higher-end “upgrade” from the Motley Fool and in the family of Everlasting Portfolio services, launched with a dozen recommended growth-focused software as a service (SaaS) stocks in 2021 and and aims to maintain that portfolio with updates and additions.

Happy Friday! We’re coming to you pre-open instead of after the close today, for a little change of pace. I’ve mostly got some relatively optimistic comments to share, including a bunch of small purchases I made as stories shifted a little, so I thought I should start you out with some pessimism from someone else […]

I’ve gotten a bunch of reader questions over the last week or so about Alex Koyfman’s latest teaser pitch for a “Plastic Killer” out of Canada, so that’s where the Thinkolator is pointed today. The ad is for Angel Publishing’s Microcap Insider (currently being sold for $1,999, 90-day refund period), and this is the part […]

Jeff Brown is pitching something he calls a “global token exchange” recently, abbreviating it “G.T.E.”, and reader questions are piling up on the doormat here at Gumshoe Manor, so it’s time to take a look… The basic spiel, which takes the form of a long presentation/interview between Jeff Brown and a hired talking head that […]

Two of our companies got some good news on Monday, Brown & Brown (BRO) and Match Group (MTCH) will be joining the S&P 500 index, along with Ceridian (CDAY), replacing Unum Group (UNUM), NOV (NOV) and Perrigo (PRGO), which will be bumped down to the MidCap 400 (I don’t own those other four, to be […]

There’s been a little stirring of interest in real estate among the newsletter crowd again in recent years, most visibly with the launch of the Motley Fool’s Millionacres projects — investors are clearly interested in both publicly traded investments in the real estate space, and in “real world” real estate investments like rental properties (which […]

Real estate-focused advisory from Steve Sjuggerud, recommends the stocks of leading companies that are directly and indirectly benefiting from the growth in the housing market and also recommends direct investments in real estate for accredited investors through the CrowdStreet platform.

The hardest thing to do is nothing, and I again failed in that task this week. I added a new position to the Real Money Portfolio earlier this week in Match Group (MTCH), added a new position in a new company to the Lock Box at the close yesterday, and I’ll get to all of […]

I need to warn you, before I begin, that today might not be the most auspicious day for Gumshoeing or investing. I’m no astrology buff, and enjoy poking fun at the astrology-based investment strategies as much as anyone else (yes, they exist), but the outlook for Leo this morning (my astrological sign) caught my eye […]

Trend-focused trading services that says it’s “engineered to focus on the market’s most cutting-edge industries,” aims to recommend both equity and options positions on growth stocks in hot sectors. Carr heads half a dozen trends-focused stock picking services for Oxford Club with slightly different aims.

Today it’s a pitch from Lou Basenese that graces our pages here at Stock Gumshoe… he’s talking up an “iPhone Killer” idea, a notion we’ve certainly heard teased many times. This is how he gets the idea into our heads; “Kill the iPhone, you say? “Few companies have the guts to kill an iconic… admired… […]

Recent Author Comments

On Friday File: Freaking Out

About 2-1/2 years now.[...]

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On IKCoin, EKCoin and ICoin -- De-teasing Manward's "three most important third-generation cryptos to buy right now"

Anytime you say “uttermost certainty” to yourself, you’re setting yourself up to take more risk than you think… tread cautiously.[...]

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On Friday File: Freaking Out

Well put, thanks![...]

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On Friday File: Freaking Out

BOMN bought their DFH position years ago, when it was private, they’re up more than 500%. What’s going on now? Nervousness about a slowdown in housing, to some degree, anxiety about their big acquisition perhaps, I don’t know. I think the drop[...]

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On IKCoin, EKCoin and ICoin -- De-teasing Manward's "three most important third-generation cryptos to buy right now"

Apparently I'm going to have to learn something new every day -- thanks![...]

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On IKCoin, EKCoin and ICoin -- De-teasing Manward's "three most important third-generation cryptos to buy right now"

Oof, sounds terrible! There are plenty of hacking horror stories in the crypto world, for sure — as well as horror stories of people who pulled their coins offline or into a secure wallet and lost them just by forgetting or losing their key.[...]

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On IKCoin, EKCoin and ICoin -- De-teasing Manward's "three most important third-generation cryptos to buy right now"

Good point. I expect that lots of relatively new traders in both crypto and stocks are getting their first big tax shock either this year or next... even small dollar amounts of trading that generate fairly minor gains can add up quickly to surprising tax[...]

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On Friday File: Camping, Smoking and Dreaming

Indeed, no real business updates... that move is probably mostly from the little wave of attention flying into the shares after Barron's highlighted the Buffett connection on Sunday (https://www.barrons.com/articles/warren-buffett-berkshire-stock-516318147[...]

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On Uncovering the Motley Fool's "Era of Hypergrowth" Secret SaaS Stocks

The stock chart makes me feel a little dizzy, but I haven’t actually looked at their financials. That’s also a huge market, though there have been lots of “we’re going to make credit decisions better and faster” companies in the past, many of wh[...]

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On Uncovering the Motley Fool's "Era of Hypergrowth" Secret SaaS Stocks

Haven't looked at them since I posted this update in April... at that time I thought their marketing kiosk par[...]

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On Uncovering the Motley Fool's "Era of Hypergrowth" Secret SaaS Stocks

That certainly brought in some more interest... September 16 and 17 were among the highest volume trading days ASAN has had.[...]

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On Friday File: Camping, Smoking and Dreaming

The SEC requires at least minimal disclosure to make sure you’re not doing an undisclosed “pump and dump” — a lot of ugly things are legal if you disclose. We go beyond that, mostly to try to be clear and make sure there’s no conflict between wh[...]

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On Friday File: Camping, Smoking and Dreaming

I was surprised by that, since they’ve indicated they consider DFH a long-term partner, but not particularly worried. If I remember correctly, they sold about 10% of their position.[...]

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On Friday File: Camping, Smoking and Dreaming

Basic rules we go by are here: https://www.stockgumshoe.com/about/ The important ones are that I disclose if I own anything I write about, and won’t trade it for three days after publishing… and we never are paid to cover (or not cover) a stock or a n[...]

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On Microblog: It’s a technology I call “Imperium.” Adam O'Dell

We covered that one here: https://www.stockgumshoe.com/reviews/green-zone-fortunes/what-the-heck-is-an-imperium-machine-how-can-it-make-us-rich/[...]

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On Friday File: Camping, Smoking and Dreaming

I agree with you. The focused company doing one thing really well often has an advantage, and Roku’s OS is far superior to the other ones I’ve tried in streaming. The competitors will catch up, but Roku has the biggest user base and isn’t sitting s[...]

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On What's this "Plastic Killer Set to go Vertical" Stock?

Rivian should go public in the next few months, probably at a valuation which assumes their trucks will be huge hits. I might eventually be interested, I like the cars but it’s a high risk bet that will probably be wildly overvalued by people looking fo[...]

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On What's this "Plastic Killer Set to go Vertical" Stock?

Long-term potential hasn’t really changed in my eyes… will have a short update tomorrow.[...]

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On What's this "Plastic Killer Set to go Vertical" Stock?

Never heard of them… do they have meaningful and growing revenue? That’s the first indicator a company is doing something useful or valuable, at least for non-experts like me who can’t evaluate the real merits of the product.[...]

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On Microblog: Is SHOP a BUY or a SELL now?

For me it’s a hold, though that’s probably because I’m biased from following it since it was in the $30s, five years ago. The valuation is nutty, but it’s also a spectacularly excellent company and continues to grow at a ludicrous pace, so in th[...]

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