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Braulio

Microblogs

Getting killed on wrap technologies. Anyone else feeling the pain and have some insight going forward?

Recent Author Comments

On Hypersonic "New 5G Weapon" Teased -- Who's First to Build the "5G Arrow" Teased by Dylan Jovine?

Same here. I own Leidos and it’s sitting around $90, unforced a few dollars below where I bought it. They do report soon so, I’m hoping for a small spike. Great company though, the stick has been unimpressive this year[...]

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On RiskHedge's "Next Big Thing to Change Computing"

I receive the risk hedge emails (not a subscriber though), and was hoping you’d tease this one out. Thanks Travis. It’s not what I was expecting. I made a list a computer vision tech companies I thought might be the one. Haven’t bought any yet bu[...]

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On Friday File: From Weed to Shining Sea

Damn, I sold 2/3 of my PW as well. I’m with you on this stinger of a sell. Still have a small piece though so I guess that’s the optimistic view. I’d have none if you didn’t bring it to my attention a while back[...]

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On Warm Bits for a Cold Month

Informative as always, “Doc”. Love your stuff.[...]

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On Friday File: Buying Beauty, Selling Ugly

Appreciate the updates as I too own many of the stocks you mentioned, including Okta, TTD, Docu, WRTC, and lamentably Largo. I’m going to hold largo longer as it’s in an IRA so no tax advantage to selling it. Was hoping for an Ulta pullback to get i[...]

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On Friday File: Two New Small-Cap Buys in Hated Businesses, Two (partial) Big Tech Sales

Thanks again for your insights. My only comment is that I believe the vaping debacle will get much worse. Prevalence of lung illness cases from vaping is skyrocketing. No BS. It’s truly astounding to see. I personally dealt with 2 cases yesterday in[...]

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On Friday File: "Trophy Assets"

Yeah, it’s down for a reason. I’m investigating further too. Will get back to you[...]

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On Friday File: "Trophy Assets"

Enjoy the woods. As a guy returning from a 2 week vacation tomorrow I’ll remind you to bring the bug spray/repellent. Any thoughts on GLRE before you go? It’s on my watchlist because of you and looks like it could be at a buy point?[...]

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On Will Trump Publicly Back "USACoin" to Become New No. 1 Crypto?

Well, I’d say this one deserves an update Travis.... in light of current events[...]

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On Frank Curzio shot with "Batman"/"Air Cuff" Device to tease a Stock -- which one?

Of course, the moment I buy a few shares, I see the secondary announced at $6.50/share.[...]

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On Friday File: India, China, the Big Picture for 5G, and a bit of Selling

Travis, I just looked up MINDX and see zero volume today. Doesn’t that concern you or am I missing something?[...]

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On What's the "Netflix's Worst Nightmare" stock teased by RiskHedge

Appreciate you teasing out this one. I’ve been bombarded with Risk Hedge emails and was wondering. I own a small amount of ANET. Will look to add more on dips but it seems like we have time to add on this name.[...]

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On Ten Major Threats to Global Health According to the World Health Organization

So, we have doc gumshoe and stock gumshoe. I just grasped this. Was wondering how Travis had such a good handle on medical topics. I’m slow I guess. Thoughts on GH as an Investment?[...]

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On Friday File: "Mysterious M-Boxes" and more

I have to admit I bought some Zayo then sold it shortly before this pop. I received the advice that “one should never buy a company hoping for a buyout.” So, I chickened out. Apparently I was wrong. It’s only a buck or so above where I first boug[...]

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On Short Bits for a Short Month

Indeed. I was trying to say that Doc did a very good write up. Clinicians often struggle to keep up with the latest science but experience, skill, and focus on the patient make up the bulk of quality care, IMO.[...]

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On Short Bits for a Short Month

Too well written for someone without a medical background. Hmmm, Doc gumshoe may be telling Strong write-up[...]

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On Microblog: Gold vs Dollar. Edelson vs Dent

I read the Sevens report daily and to summarize they say the trend for gold is bullish. Dow is bearish- based on Dow theory. “Gold • Technical View: Gold has been stuck in a compressing range since late 2016, but reg- istered a higher low in early O[...]

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On Microblog: The Coming Global Currency Realignment...Gold Standard in the near future ?

Could I ask for an update on Altius here? I’ve been a buyer here around $9. Looking for some insights, guidance[...]

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On Friday File: Annual Review completed, Plus a New Special Situation

Interest in buyout by private equity just as Gumshoe spoke of. I bought some yesterday a bit too high and added today. Small position. Will seehttps://finance.yahoo.com/m/1837d3bb-5485-392b-ac0f-9586ca9dc191/private-equity-firms-revise.html[...]

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On Will Trump Publicly Back "USACoin" to Become New No. 1 Crypto?

I’ve tried and mostly failed to make any gains in the crypto arena. I did buy ripple labs stock in 2017 privately through SharesPost. It seems like the ultimate disruptor to me. Only time will tell though. So far, it’s a rough space to be invested [...]

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