Is anyone buying coupang, which supposedly is the Korean next Amazon?
Microblogs
March 10, 2021
SFIX a good buy at $50?
Travis, are you still bullish on SFIX long term after their recent bad news quarter, or has it become more risky bet?
February 18, 2021
Large FSLY drop
First time poster here. The last 2 days saw Fastly drop a ton, but other than the sector being down, there doesn’t seem to be a good reason for the large drop. What would be a good entry point?
Recent Author Comments
Posted on May 31, 2021
Posted on April 3, 2021
Hi Travis. I’m always looking forward to your Friday File, and this annual review was very much appreciated. I was wondering if you could add a link to this table on the homepage, like you have a link to the Real Money Portfolio. It’s a very useful r[...]
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More Info Please note that this is your publicly visible biography - we recommend not including any personal information (phone, email, address, etc.) and ONLY linking to any other pages or profiles you're comfortable sharing with everyone.
The whole Megillah spreadsheet seems to be running into problems. I'm getting the following error: "Google Docs encountered an error. Please try reloading this page, or coming back to it in a few minutes."I've tried reloading and waiting a few days to tr[...]