I just read about SMRs as an option for Blackstone’s huge investment into data centres. Electricity demand definitely is a key component in their longterm thesis, so high initial costs per kW might be fine when viewed over a long time horizon. I liked BW[...]

Interesting company. Do they have any particular tailwinds that you expect this year?[...]

Thanks for sharing Diamandis' blog, it looks quite interesting. Is this a free newsletter? Do they try to up-sell all types of services? Just curious, thanks-[...]

Travis, you did a great job on your summary of PAR. Spot on. I have to admit, PAR never would've come across my radar if not for your wonderful work. Just superb. Thank you for your years of excellent writing and research.[...]

Thanks for the Greenhaven letter, that is incredibly bright. Now seems like an unbelievable buying opportunity, with favorable longterm tradewinds in the fold.[...]

Looking forward to PAR's earnings call on 11/9. Do you have any insight or expectations? Just curious. Thanks for all the fine work Travis.[...]

..being so heavily weighted in AAPL is interesting. AAPL is a tough nut to crack. I've held it for a long time and it's absolutely crushed the market. However, 'I wonder how much more growth can we expect going forward?' I said this many, many times over[...]

Do you think Berkshire has become so big (and methodical) that its growth will continue to merely mirror the market going forward?[...]

Yes, I think that dip in 2022 has created a good opportunity to build a position. Just opinion, of course. Have a great day, keep up the amazing work. I appreciate it all.[...]

Knowing how you heavily weight leadership when valuating of a company, I thought you might be interested in this interview with Blackstone's Schwartzman. He's a big reason why I've invested in BX for so long (with excellent returns). I see continued scali[...]

Interestingly, I bought BWXT in late 2020 after my personal research into nuclear energy. They are the picks and shovel play on the solid, long term, future of nuclear energy. It's not a fast mover, and I don't expect it to be, but I think it should con[...]

I'm intrigued by INOD, thanks. What aspect(s) is/are most compelling about the company for you? It's now at almost $14. What do you conservatively think it is worth? Thanks for any insights.[...]

Just curious what platform you use to buy foreign stocks and if you have advice on tax reporting? These have been deterrents to buying foreign stocks for me in the past. Thanks[...]

" it’s possible that they’re taking on a lot more risk than it appears. " This is a very insightful comment, and definitely not a throw-away line. The projections for ocean warming and sea-level rise are quite robust, and these present obvious hurrica[...]

THANKS! Love your work. I think I've been an Irregular for 15y or something like that. I can't believe how time flies.[...]

Thanks for that updated valuation Travis. I've always been curious why you haven't been a longtime buyer and holder of Blackstone BX? That group seems to be right up your investment alley. Would you consider looking at this behemoth for your portfolio and[...]

Mike, the racial slur in your title isn't acceptable in this day and age.[...]

That Stansberry conglomerate has been propping up Sprott products for decades now. They've got to have a deal where Stansberry gets paid to pitch a different Sprott fund to all its subscribers every couple years or so. I've never seen it work out for the[...]

Thank you Cleveland and thanks Dr. KSS[...]

I'm so impressed and captivated by Dr. KSS. I've been a longtime, faithful Gumshoe irregular even though I haven't invested based on Gummie plays in years. I just keep the subscription going b/c I love Travis and his honest advice and I want to continue [...]