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Travis, are you subscribed to, and/or do you read Doug Clinton? If so I’d be very interested in your opinions. If you don’t, I recommend him as an apparently educated source of info about AI-powered investing. I am sure it will also eventually lead to a sales pitch (as today’s letter stops just short of). […]

Recent Author Comments

On Reveal: "NVIDIA's Secret Partner" teased by Shah Gilani

I love your measured responses to the hype. Even if the hyped stock proves to eventually be a winner, it is often prudent to wait & watch.[...]

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On Friday File: Soaring Amazon, Swooning Markel, and everything in between...

Wow! What a lengthy and thorough letter! I will come back to it tomorrow, when I am not so tired, and try to learn more from it. So much to learn about basic stock analysis.[...]

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On Friday File: Buffett, Burry and Brookfield

Seems like a good time to buy a small success, likely to grow in an industry that isn't going away. I just started a modest position at $ 40 and change (down 4% from yesterday: I like that).[...]

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On Friday File: NVIDIA Amazes Again

Great discussion about NVDA! I, too am willing to ride the roller coaster, with about 10% of my portfolio. I have owned it since 1999, taken my initial investment off the table twice, and holding on for the rest of the ride (up, as well as probably down ag[...]

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