We don’t just uncover all the teased stocks from those hyped-up newsletter ads we all see each day… we also keep track of those teased stocks, look for trends, and monitor performance, and the biggest story and the biggest driver of stock prices over the past year has been our newfound fascination with artificial intelligence. […]
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
This article was originally published on January 24, it has not been updated but new versions of the ad with different headlines are driving questions our way so we’re re-posting here. If you’re looking for Stansberry Innovations Report’s “#1 AI Stock for 2024” that was covered separately here. Today I thought we’d look into a […]
February 9, 2024
Friday File: Brookfield, WESCO, Pershing and China
We’ve got a couple trades this week in the Real Money Portfolio, as well as some updated thoughts on portfolio companies who reported recently, so let’s just skip the jibber-jabber about the S&P 500 hitting a new round number (closing above 5,000 for the first time) and get into the details. Brookfield Asset Management (BAM) […]
February 8, 2024
“Inception” — Tiny Stock teased as “Next NVIDIA” by Tim Bohen?
Here’s a little excerpt from the email I’ve been getting recently: “What does Bill Gates know about this tiny company that we don’t? “From the outside, it looks like a worthless $2 stock… “But according to Bill Gates… “This company is working on a unique technological innovation that is going to change the world as […]
This article was originally published on April 27, 2023, when Mizrahi’s ads started running. The ads have started running again recently, with emails saying that the weakness in oil prices recently has created a good buying opportunity, but the teaser pitch remains unchanged and is still dated “April 2023.” What follows has not been updated […]
This one’s going to sound a little familiar, but we’ll give it a quick once-over for the folks who haven’t been with Stock Gumshoe for long. The Motley Fool is pitching their flagship Stock Advisor newsletter ($59 for the first year, renews at ?) with a pitch about a company that they have “bet” on […]
Marc Lichtenfeld has a new promo out for his Oxford Income Letter ($49 first year, renews at $79), and much of the first part of it is focused on the strategic petroleum reserve (SPR)… and how desperate things will get if we need to tap that reserve in an emergency. Here’s how the ad begins: […]
OK, so my Detroit Lions aren’t going to win the Super Bowl this year, thanks to that teeth-gnashing final loss last weekend. But it was a heckuva ride, my son and I had a great time and built some great memories watching the season and going to a playoff game in Detroit, and it’s been […]
Eric Fry is teasing us about the coming “A.I. Wars,” and the necessity of building more and more advanced AI-ready chips in the United States and reducing our reliance on Taiwan and South Korea, and the heart of his pitch is that some companies will see huge profit opportunities as semiconductor capital spending grows to […]
January 30, 2024
Junior Resource Speculator
Upgrade letter for junior mining stock picks that is for “professional stock pickers” and mirrors Gerardo Del Real’s personal speculations in the resource space. (“Entry level” for his junior mining strategy is the less expensive Junior Resource Monthly)
January 30, 2024
What’s Porter’s Controversial “A.I. Keystone?”
A quick aside: I’m experimenting with an AI-generated video service, so I put together this quick sort-of-a-summary video about this teaser solution, in case you’re interested in checking it out — let me know what you think: And here’s the actual article, with the more sober assessment of it all, and much more the actual […]
January 26, 2024
Friday File: Berkley, Bro, Deere and more…
Sheesh, Netflix (NFLX) reports a great quarter, enthusiasm for AI remains high, and we get new record highs for almost everything again this week. Things were especially lusty for most of the big tech names, including AI darling NVIDIA (NVDA) and Alphabet (GOOGL) in our portfolio, but also Microsoft (MSFT), which just bumped up against […]
January 25, 2024
Musk’s “Project Dojo” and the “#1 AI Stock for 2024”
It’s a little unusual for me to be covering the same pundit and the same newsletter for two days in a row, but, well, sometimes we’re unusual people here at Stock Gumshoe. And when readers clamor for answers, we aim to provide. So today’s pitch, like yesterday’s, is from Eric Wade at Stansberry — we […]
This is one of several ads we’ve seen over the past few months that basically say, “AI is awesome, but NVIDIA is going to collapse and some other secret stocks will be the next big winners.” Here’s how the pitch of this presentation begins: “FORMER MICROSOFT EXEC: ‘Nvidia Could CRASH on February 28’ “The AI […]
January 19, 2024
Friday File: Dino, Berk, McCormick & Acacia
Sounds like the name of the world’s strangest law firm, right? Car accident? Call Dino, Berk, McCormick & Acacia, justice will be served and we’ll make you rich! Maybe not. But those are the things that caught my eye this week — that’s Dino Polska, some more mild updates on Berkshire Hathaway, a slouching dividend […]
We’re starting this week a little late, dear friends — mostly because I’m coming off of an incredible high and some rough winter travel, I just got back from seeing my Detroit Lions win their first playoff game in thirty years, in person, in the loudest and happiest crowd I’ve ever celebrated with. Wow, what […]
January 12, 2024
Friday File — Creeping into Earnings Season
I’m getting this Friday File out to you a little earlier than usual, because I’m bringing one of my kids to Detroit for the first Lions home playoff game in 30 years (well, I’m trying to bring him, at least… crossing my fingers that the weather allows planes to land in Detroit tomorrow). The city […]
January 10, 2024
Answers: Jovine’s pitch about “Israel’s Brand New Weapon”
Dylan Jovine has been pitching a few different defense-related stocks for several years now, including some A.I. companies tied to the war in Ukraine as well as some aerospace and missile companies… but I haven’t covered one of those in a while, and we’ve got a new take on the spiel from his Behind the […]
This article was originally published on September 18, when we first saw this Teeka Tiwari ad circulating… it is still in very heavy rotation, and still has a “September 2023” date, so the ad has not been updated. What follows has also not been updated, but questions are still rolling in so hopefully this will […]
This is an ad that has circulated off and on for about 18 months now. It’s making the rounds again as we begin the year, and as “tech stocks” are in vogue (and as perhaps the upcoming Apple Vision Pro gives the “metaverse” and gaming another shot at an investor mania). I’ve updated our thoughts […]
Recent Author Comments
Posted on May 31, 2024
Posted on May 31, 2024
I do t think human culture really changes that fast, but I could always be wrong.[...]
Posted on May 31, 2024
Nope. If you don't want to do research and follow stocks and make decisions, it's extremely easy (and probably better) to just buy diversified index funds. Which is a perfectly rational choice, not everyone wants to have the same hobby.[...]
Posted on May 30, 2024
Interesting... Luka Lango had a similar tout a few weeks back: https://www.stockgumshoe.com/reviews/luke-langos-innovation-investor/de-tease-lango-sez-buy-before-june-30-to-profit-from-musks-project-apollo-what-is-it/[...]
Posted on May 30, 2024
Probably so -- we covered their "next Mag 7" pitch in March, and CRWD was similarly discussed at th[...]
Posted on May 30, 2024
Quite true (and I owned SAND before then, and still own it now, they shot themselves in the foot a few ways over the past five years).[...]
Posted on May 30, 2024
Could be, there will definitely be some big losers in that portfolio, particularly among the stocks that I bought in 2021 (though the most recent one is also doing poorly, with a bad earnings release very soon after I bought it). I generally intend to che[...]
Posted on May 28, 2024
People do love stock splits, even though there's not as much point to them as there was 20-30 years ago.It will, at least, make options trading a little easier for NVDA, given the lower cost of 100-share lots... so bring out the gamblers and the hedgers.[...]
Posted on May 28, 2024
Sounds like perplexity.ai read my article... :)[...]
Posted on May 28, 2024
The industry definitely goes through cycles, and I set my buy prices (and asset allocation) at levels where I'm willing to own for a long time with my current outlook. That's why my positions in WRB and KNSL are relatively small.We're probably closer to[...]
Posted on May 26, 2024
Glad you find it useful, thank you![...]
Posted on May 26, 2024
Beats me, but those parent awards are vastly larger than they've been reporting in revenue over the past few years. The latest award in the Micron trial is about as large as their market cap.Don't know anything else about them, or whether their patent[...]
Posted on May 26, 2024
Sounds like it might be a repeat of the one I covered here: https://www.stockgumshoe.com/reviews/paradigm-mastermind-group/whats-altuchers-nvidia-backdoor-company-big-news-coming-on-march-21/[...]
Posted on May 25, 2024
I don't pretend to be able to predict the weather... but I know Markel and Nephila were studying the same kind of data before NOAA released their prediction.In general, bad catastrophe years bring higher rates to absorb those losses, and it works out f[...]
Posted on May 25, 2024
He has pitched a few, but most of his ads have pointed at Palantir (PLTR) over the past 18 months.[...]
Posted on May 25, 2024
Thanks Peter![...]
Posted on May 23, 2024
I would guess that in any objective, long-term study the answer would be that letting your winners run is the best answer, on average. Water the flowers, pull the weeds.But we're not studies, we're human beings, so we need to establish whatever guard[...]
Posted on May 23, 2024
I've never owned Microsoft, sadly, so I'm mostly being bitter when I say that I think it's too expensive, given the growth rate.But Microsoft, Amazon and Alphabet are the likely winners of almost any big technology shift, given their current dominance,[...]
Posted on May 23, 2024
Don't remember ever really looking into either of those, what makes them stand apart?[...]
Posted on May 22, 2024
Looks like NVDA has endorsed the notion that AI spending is still growing fast. I guess beating estimates by 10% is "table stakes" when you're as richly valued as NVDA, so it's up only a little... but their 10:1 stock split will probably get some folks e[...]
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In that case, I offer my apologies to all and admit that I was foolish with this decision and didn't confirm what my accountant told me... probably mostly because it was a small position, though that's not much of an excuse. Sorry if I misled anyone by [...]