Travis Johnson, Stock Gumshoe

I don’t worry so much about daily hedging, which is what those levered ETFs are good for, I prefer to have some longer-term hedges in place that I don’t have to watch as closely… but sure, it can work if you’re alert and can be more active. Just d[...]

Don’t know those, but I like the strategy. How are their production deals structured, are they paid for content or do they get per-view royalties?[...]

No idea on the timing, but I bet those AI models will be wrong about the future, too. There are rhythms to cycles of excess and collapse, if you look at the past, and the patterns can probably give you better odds of being accurate in your projections, bu[...]

It’s probably true that I don’t deeply understand the bull case, you state it well. We’ll see if they can execute on it, I remain on the fence.[...]

Those aren’t the most critical markets, but the impact investors seem to be worrying most about there is in mining — particularly copper and lithium. Who knew that investors might start to be happier with Argentina than with Chile?[...]

Sorry, I oversimplified -- but yes, I think you're right that most of the current smaller-volume cars use standardized pouch batteries in blocks instead of the standardized cylinders like Tesla pioneered.[...]

Never heard of it, but that's a true penny stock -- market cap below $5 million, administrative costs far higher than R&D spending, no cash on hand to speak of. Don't know what their business is, or whether they're doing anything unique in the psychedelic[...]

It's usually best to trade on the home exchange if you can, so UMG in Amsterdam would be best... otherwise, I'd generally go with the US OTC ticker that's more liquid, with more shares trading each day, that's where you're most likely to get a fair price a[...]

I can't believe that brand has any value at all, but I guess you never know.[...]

Definitely not qualified to really parse the merits of the different technologies, but CATL certainly has the size and scope to really jump start any new chemistry if they decide it’s worthwhile. SolidPower is a sodium tech as well, among others, don’[...]

Good one to look into, I haven’t written about it yet or done much research — it’s one of the companies trying to do a “stepping stone” to solid batteries, I think they use lithium metal but a liquid cathode. Every design seems to have tradeoffs[...]

Thanks for reading![...]

QTS was bought by Blackstone last year. Part of the rationale for Switch is that the little guys are disappearing — COR bought by AMT, CONE by KKR being the other dominos to fall recently. SWCH has a control founder/shareholder so may well not ever be[...]

That's a repeat of a "presentation" we covered here: https://www.stockgumshoe.com/reviews/near-future-report-the/25-could-let-you-profit-big-from-the-global-shift-to-tokenization-whats-up-with-jeff-browns-g-t-e-and-world-ipo-day/[...]

We just passed the one-year anniversary of that teaser pitch, but I guess he's continuing to update it with new dates -- the pitch is for Gilat, I covered it originally here: https://www.stockgumshoe.com/reviews/lou-baseneses-trend-trader/trend-traders-the[...]

Definitely not, you really can't recommend a penny stock junior mineral exploration company to a mass-market newsletter that has at least tens of thousands of subscribers (probably more)... and if Mampilly had done so, the stock would have gone bonkers (no[...]

No. The kinds of companies they’ve been buying are too small to easily go public and not sexy enough to be SPAC targets. Selling MKL at 1.2X book value strikes me as silly and impatient. It’s never going to be the most exciting growth story, but I [...]

I have, I think it’s a great product — opinions differ, I guess :)[...]

Oops, sorry about that. Update fail, will fix that.[...]

Will try to do that as I run through the Annual Review over the next month or so.[...]