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Hi Travis, Have you revisited Mako now that it’s disappointed earnings twice in a row? The once darlings of Motely Fools having dropped tremendously since it’s 45$ high. Also any thoughts on CVV and SILU recent earnings? I noticed that CVV’s backlog had dropped 37%, and your analysis focuses quite a bit on the backlog […]

I’m a novice, but I really like this website. Anyway, I was trying to open a small position on lnaff @ .15. 500 dollars if anyone is curious to play a little of Travis’s picks! I thought about aoiff , but I needed to open up a different brokerage account to buy shares, and that’s […]

Recent Author Comments

On Another Look at COVID 19

I've been doing a lot of research *googling*, and I have not found anything negative about aviptadil by RLF or RLFTF. This might be the gamechanger therapeutic. I fully expect it to become huge news within the month. The financials are sucky with ov[...]

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On Friday File: A Light Trim for the Flyboys?

Can you give more insight into: "I consider the proceeds I get from lending out my shares to short sellers to be somewhat like dividends, and I reinvest them — the effective yield over the past year has been in the 10% neighborhood for me" I got an em[...]

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On Friday File: Music Royalties, Swedish Betting and Gold Speculation

In regards to the Trade Desk, does IOS 14 concern you with the crippling of IDFA. Maybe it's even more of a reason to shave off more profit, or as investors should we be more focused on the growth of connected tv? https://www.forbes.com/sites/johnkoets[...]

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On Friday File: A New Arbitrage, More Gambling, Royalties for the Watchlist, and Bubble Thoughts

Thanks for the reply. I'll take a look at CBOE tutorials. There's plenty on the net to look at and learn. It's like you said. Gain from experience by slowly getting into the water and hopefully only make small mistakes. I found https://www.tastytrade.[...]

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On Friday File: A New Arbitrage, More Gambling, Royalties for the Watchlist, and Bubble Thoughts

Do you have a book recommendation or website to learn more about hedging with put options?[...]

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On Microblog: Best site on the net!!

I tell everybody that I know who's interested in investing about it. Unfortunately, when I get back with them to see if they signed up most of them have excuses on why they didn't sign up. I think I finally convinced my brother to sign up.[...]

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On Friday File: Pot Real Estate, Clouds and a Cautionary Tale

Are airline stocks like Jetblue a good value to get into again since they got beaten down and valuations in some cases are 1/2 of what they used to be?[...]

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

Maybe just a tiny bit of your vast knowledge is rubbing off on me. I purchased some DOCU before reading your article. I admit it's more difficult buying stock when the whole market is up big because of the anticipated rate cuts. You've magically covere[...]

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On Friday File: Selling and Buying in Big Insurance and Data Centers, and some Quarterly Updates

Glad to hear your thoughts on TTD. I suppose I’ll hold. It’s going to be an interesting ride with TTD, iipr, and okta reporting soon.[...]

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

Any thoughts on OKTA earnings?[...]

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On Whither Facebook?

I was reading the Wired or New York Times article that goes more in depth about the whole situation. While FB made a couple of bad judgment calls mainly trusting that the individual deleted the information instead of doing an audit, there really isn't th[...]

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On What's "Jeff Bezos' Next Big Bet?"

Mems and competition brings back bad memories of Invensense.[...]

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On Motley Fool's "The 4 Stocks We Believe Are Poised To Dominate The Virtual Reality Market"

Your comment touched on a lot of work done by the legendary 3d engine programmer John Carmack. - VooDoo and Rendition cards were made popular due to the original quake engine - Nvidia early days growth was unquestionable aided by later quake engines -[...]

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On One Way to Support a Stock Price ...

I was waiting for some funds to clear tomorrow to buy a small position in SCPZF after reading that article a few weeks ago. Also, nice timing on suggesting brk-b for the last month or so. They had a nice jump today also. I believe this is the second ti[...]

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On Election Angst, Fertilizer, Activists and Insurance

You're more inclined to buy lnaff and brk than aapl?[...]

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On Microblog: Mako and other earnings

Thanks for your excellent and thorough analysis! I hope CVV can turn it around. The huge drop in the backlog had me concerned after reading your previous articles.[...]

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On Two more small add-on purchases

Ok, I'm going to buy the yearly subscription to gumshoe this week. I sold 1/2 my position in apple because of the all the negativity about the decrease in iphone sales from at&t and verizon. If I would have read your piece, I probably wouldn't have sold [...]

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