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).

I’ve been doing my once-a-year assessment of every stock in the Real Money Portfolio over the past few weeks, and this documents pulls all of the quick summaries of those together into one file, to make it easier to keep track of them. What follows is in alphabetical order…. I think I got to them […]

I’ve gotten a few questions about this pitch from George Leong for Lombardi’s Special Situations (currently $195/yr) in the past several days, so I’m going to dig into it and see what they’re pitching — but I should warn you, when I looked back through the ol’ cluttered inbox I did find that this ad […]

Recent Author Comments

On What's Woods' "$20 Backdoor Bitcoin Trade?"

I expect it is, he Tweets often about Voyager... but I haven’t seen that ad.[...]

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On What's that teased "Largest Gold Find in the Last 30 Years?"

I don't know, that's why I put on my UBER speculation just with long-term options -- a robust reopening and heavy travel and urban work coming back would create a surge for Uber demand, but yes, there are also clearly issues with regulatory pressure on the[...]

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On Microblog: Thanks for the info on Bitcoin and Coin and also your input on Teladoc, I've had a few positions that I've moved in and out of where the timing has been wrong and painful. The one tip on Electric Glass reminds me of the

The “spray on” solar silliness is still a pitch for WNDW, I expect, we’ve covered that many times.[...]

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

Most brokers do a good job of explaining this rule, here's Schwab's: https://www.schwab.com/resource-center/insights/content/a-primer-on-wash-sales I'm not a tax expert, but if you're selling it all and don't buy back within 30 days you shouldn't[...]

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On What's that teased "Largest Gold Find in the Last 30 Years?"

Neither has fallen to my buy price at this point. My most recent target prices are updated semi-regularly in the spreadsheet at the bottom of this post.[...]

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On Friday File: Insurance and Tech Updates (and buys)

Trade Note: A couple Stop Losses A couple of the speculative positions in my Real Money Portfolio hit stop loss levels in recent days, though I had a trading embargo on both names and was not able to act on those stops immediately. Today that lifts, so[...]

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On May Miscellany – Some Covid-19, Some Otherwise

How awful, I'm so sorry to hear of your loss.[...]

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On What's that teased "Largest Gold Find in the Last 30 Years?"

Thinking about that today. My position has not changed as of this moment, but I'll update tomorrow.[...]

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On Friday File: Benchmarked Returns, Some Clunker Updates, and Coinbase

You can do whatever you like, of course. I have not changed my position — nothing really new in the earnings report, but I’m chewing on that and will have more to say on Friday (or before, if I buy or sell tomorrow).[...]

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On What's "Electric Glass" and why is The Wealth Advisory hinting that "One Tiny Company at the Center of it Could Hand Early Investors a Huge Windfall?"

And isn’t that unit actually nine separate square feet with mullions? That’s my memory, perhaps they’ve advanced since. Love the idea, hope it works in the end, I just don’t trust the company after so many years of over-promising.[...]

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On What's that teased "Largest Gold Find in the Last 30 Years?"

Always. Maybe not today, maybe not even next year, they’ve raised a lot in this first push in recent months... but hopeful mine developers are almost always thinking about raising money.[...]

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On What's that teased "Largest Gold Find in the Last 30 Years?"

Midas changed its name? Hadn’t noticed... that one was teased very heavily by a couple publishers for years.[...]

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On What's "Electric Glass" and why is The Wealth Advisory hinting that "One Tiny Company at the Center of it Could Hand Early Investors a Huge Windfall?"

WNDW is a great story, but has been overpromising (and has gotten overhyped) so many times over the past dozen years that I've grown some calluses on that one... fantastic sounding possibilities, but a commercialization process that has been agonizingly sl[...]

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On What's "Electric Glass" and why is The Wealth Advisory hinting that "One Tiny Company at the Center of it Could Hand Early Investors a Huge Windfall?"

IPOF is a SPAC, we just don’t know if or when they’ll find a deal to merge with a company, or whether it will be a good deal, and investors are getting a little more skeptical and selective with SPAC deals so uncertainty levels are higher than a few mo[...]

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On What's "Electric Glass" and why is The Wealth Advisory hinting that "One Tiny Company at the Center of it Could Hand Early Investors a Huge Windfall?"

Pretty much every tease uses that language, if they don’t have the urgency of a specific date they can come up with to pitch the stock idea (like earnings or an FDA decision or whatever else) they just have to build up a false FOMO urgency. Without urge[...]

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On What's "Electric Glass" and why is The Wealth Advisory hinting that "One Tiny Company at the Center of it Could Hand Early Investors a Huge Windfall?"

Yes, McCall has been touting Ilika for a couple years now -- remarkable run so far for a really tiny company, and it's still very small and R&D focused (revenue is very low), I think it's a more interesting strategy than QS, since they want to license and [...]

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On "Stock of the Next Decade" -- What's Kramer's "2,500 Mile Electric Car" Stock?

It's a great idea, it makes really logical sense, but I think it's unlikely to ever work unless a large government forces it -- the batteries are huge and heavy, so forcing them to be swappable causes huge tradeoffs in design of the car's chassis, with no [...]

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On What the Heck is an "Imperium" Machine? How Can it Make us Rich?

If you're logged in as an Irregular, the summary is at the very top of the page. If you mean, which company is being teased in that "Imperium" ad, it's Twist Bioscience (TWST), which is covered in the article above.[...]

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On What the Heck is an "Imperium" Machine? How Can it Make us Rich?

If you're logged in as an Irregular, the summary is at the very top of the page. If you mean, which company is being teased in that "Imperium" ad, it's Twist Bioscience (TWST), which is covered in the article above.[...]

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On "Stock of the Next Decade" -- What's Kramer's "2,500 Mile Electric Car" Stock?

Cars last a long time these days, too -- there are about 275 million cars registered in the US, and in a very good year there are about 14-15 million new cars sold. Turnover takes a long time. I've not looked at Rivian because I haven't seen numbers fo[...]

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