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). […]
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Posted on May 9, 2024
Posted on February 2, 2024
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.[...]
Posted on October 5, 2023
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).[...]
Posted on September 5, 2023
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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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.[...]