nilsmellquist

Author Archives

Recent Author Comments

On Solving Mampilly's "Caught on Camera" Tease about "Tech Industry Set to Surge 76,000%"
And sell side brokers were hammering INTC pitching AMD instead but trees do not grow to the heavens and everything has a price. The three year $/share median price for AMD' stock is $11 vs ~$18 today.[...]
On Solving Mampilly's "Caught on Camera" Tease about "Tech Industry Set to Surge 76,000%"
Einhorn stated that his fund exited at $60 in the 3Q18 investment letter, noting that he was not going to get round tripped again on this one. Wellington appears to have been dumping a bunch of its shares. On a sequential QoQ basis, earnings are contractin[...]
On Alex Green's $3 "Single Stock Retirement Plan" trading under a "Secret Name"
This presentation has snake oil salesman written all over it. There must be a sucker born every minute. The contract manufacturing industry is not a good business.[...]
On "Miracle Metal" powers "The Next Superstock?"
Environmental and toxicity issues present tail risk.[...]
On Altucher's Feb. 17 Deadline "Windfall Profit Opportunity" from a "Tiny California Biotech"
Well FDA came out a bit earlier and looks like Mr. Altucher is eating humble pie. Stock down 63% today. "Buy the rumor sell the news," as the old saw goes.[...]
On Altucher's Feb. 17 Deadline "Windfall Profit Opportunity" from a "Tiny California Biotech"
I question the mental sanity of this fellow given some of his antics and lack of filter when it comes to discussing his personal life. If he has a cohesive investment philosophy apart from "leveraging his network" of super smart "in the know" smart money i[...]
On Fool's "Potential 'Backdoor' to Bitcoin Profits" Pick
Not going to move the needle for CME. Folks have also been teasing NVDA and MU and TSM as backdoor "mining" plays but they actually have no idea that we've reached the physical limits of processing power so once again, this is not a great way to play bitco[...]
On Palm Beach Letter
They do open up your mind to broader asset classes but, like so many newsletter, they are taking well known concepts and simply rebranding them as their own. Still have mixed feelings about signing on as a permanent subscriber.[...]
On Extreme Fortunes
The main issue I have is this guy is extremely arrogant and follows the Newsletter Marketing Formula to a T: scaring you for "missing out" if you don't jump in quickly to capitalize on the human nature for greed. As a value investor, I find it tough, becau[...]
On Marin Katusa's "Best Lithium Stock in the Market"
The Canadian Juniors have over hyped lithium. All the big players: ALB, FMC and SQM are fairly valued. Don't see the market that far out of whack from a supply/demand perspective and cheap gas is going to stall the transition to 100% electric cars.[...]
On What's the "Cyber-Security Stock North Korea Hates Most?"
Yastine is pushing CUDA but my technology analyst friends tell me FEYE is the go to name and is small enough at $3bn in cap that it would make a good acquisition target potentially even though it is currently not profitable.[...]
On Microblog: Luke Burgess Bitcoint "Printing Press" Teaser
Bitcoin mining is a great way to spend a lot of $/kWh for little reward and the computing power keeps getting more intense. Not a good ROI on time or money in my view.[...]
On Microblog: Paul Mampilly etal at Banyan Hill "Total Wealth Symposium"?
No. I think these guys are a bit full of themselves and over hyping the conference. You can listen to an audio feed for $500 which seems like a rip off.[...]

This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. Nothing on this site should ever be considered to be personal advice, research or an invitation to buy or sell any securities. We also make mistakes and bad decisions sometimes, and our reasoning or data should be checked against trusted sources before they inform your investing decisions. Choices regarding how to invest your money or otherwise manage your life or finances are yours, we share only our analysis and opinion and all authors or commenters are individually responsible for the words and opinions they share here. Please read our important disclaimers and policies. Stock Gumshoe is supported by subscribers and by sponsors and advertisers. Stock Gumshoe's employee authors will disclose holdings in any stock covered at time of publication and will not trade in any stocks written about for at least three days after publication. Please see below for complete disclosure, disclaimer and policy information.

Connect with Travis

website designed by Gravity Switch