retiredrancher

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A pitch from Stansberry has showed up several times the past week – one from Steve Sjuggerud called True Wealth Real Estate. Heavy pitch for taking advantage of housing shortage as part of infrastructure push. One part of the pitch is a partnership ( or access ) to Crowdstreet. It appears to offer access to […]

Stock has always been volatile, but taken quite a hit the past few weeks. The last time it traded in the low 30’s was a good buy. Time to add?

Recent Author Comments

On "Mini-Berkshire?" Motley Fool Issues Rare Triple-Buy Alert

So I guess the question is -- why do you seem to prefer MKL for investment, particularly for what you describe as your core holdings[...]

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On Friday File: "Never go Down" Inflation Investments and Some Price Updates

I always liked the old saying about your investments -- they are like soap, the more you handle them, the less you have[...]

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On Friday File: Buying a Beaten-Down SPAC, Lock-Boxing a Changed Story

Could you comment on one of your other spac holdings - Yellowstone. I have not seperated the warrants - should I - but have not seen any big news here. Your thoughts[...]

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

Travis - excellent review of your portfolio as always . Your comments and incites are as instructive in portfolio management as an MBA class. You present a logical and methodical approach to all of your holdings. I look forward to your quarterly reviews[...]

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On Friday File: More on Coinbase and Bitcoin, Quarters from Crown Castle and Intuitive Surgical, and more...

Travis -Have you split out the warrants on Yellowstone? Is there a reason to or not, or what is a trigger to split out.[...]

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On Microblog: Coinbase

Travis - it seems so many newsletters are hyping crypto as the way to riches, I am transported back to George Gilder and the cosmos and the lemmings to the abyss. I do believe in an alternative currency that can't be manipulated and can eliminate the mid[...]

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On Friday File: Some Buys Beyond the Games

I agree that sometimes the numbers on short interest can be off -- what is your best source for short interest[...]

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On Friday File: Some Buys Beyond the Games

Excellent write up. You did not mention TDOC or TTD - your thoughts going forward with these two[...]

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On “New IPO Gold Royalty Stock Is My Next 1,000% Winner”

As you have said before, you are fond of these royalty companies - curious as to your recommendations where to hold these investments. In the past have owned several of the oil and gas royalty trusts, and the tax forms were a bear. Do you buy your gold r[...]

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On Friday File: This, Too, Shall Pass (but first, let's buy some stuff)

Good review of the Teladoc earnings on SA. Mirror many of your thoughts[...]

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On What's Empire's "Buy This SPAC on October 8" Pitch About? Enrique Abeyta says it's a "Pre-IPO deal that could make you 25 times your money"

Travis- what are your thoughts on the new spak etf[...]

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On Friday File: Earningspalooza, with a half-dozen buys and sells

Travis, thanks for always sharing your portfolio. Always instructive to slowly digest your investment thinking through your purchases. Kind of similar to Buffett's letters, in that it takes several reads to appreciate what he is saying. To the point, ov[...]

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On Friday File: A Light Trim for the Flyboys?

I hope I'm not reading something into your potential sell positions, after reading your column from the other day, I snagged some TTD at 450. Glad to see the opportunity. Watching SHOP also.[...]

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On Friday File: Buying Growth, Thinking about Retail, Tariffs and Panic

Speaking as one of those in the "investor class", I'm glad someone is looking out for me (ie the fed), believe me I need looking after[...]

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On What's Moors' "Electro-Wave Inversion?"

This really is a tough sell. After a quick review of their financials over the last several years, and comparisons to their peers, this doesn't even qualify as a good house in a bad neighborhood.[...]

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On Ask a Stupid Question...

How many employees do you have[...]

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On "Warren Buffett's Next Target" teased by Wealth Daily

GIS might have some appeal, but I think a better alternative is Smuckers. Less expensive and better quality holdings.. Smuckers is bargain hiding in plain sight.[...]

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