Travis Johnson, Stock Gumshoe

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

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

Well put, thanks![...]

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[...]

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

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.[...]

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[...]

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[...]

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[...]

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

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

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[...]

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.[...]

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[...]

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/[...]

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[...]

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[...]

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

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.[...]

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[...]