Motley fool teaser anyone know the company?Apple wowed investors recently, crossing a threshold many thought would never happen. In passing the $1 trillion, Apple became the most successful modern company in the history of the world. But while the news has been laser focused on Apple’s most recent success, they’re not stopping there. On September 12, people around the globe are […]
Fantastic Friday file again Travis. I really like your calm dissection of companies, it really helps calm my nerves when I read the Yahoo finance headlines :-) I notice that the we study billionaires podcast has basically picked most of Chris Mayer's s[...]
What would be the estimated downside to BioArctic if it turns out that its not as effective as hoped? Or do their other royalties already justify the share price?[...]
Thanks Travis, great write up as usual. I noticed Bitcoin is moving up again. Any thoughts on increasing your exposure to this to complement your gold buys?[...]
Thanks Travis, listening to a few podcasts this week that mentioned Domino's it seems that one thing that spooked the markets was a comment on the earnings call about price hikes and continued inflation leading customers to start buying supermarket Pizza[...]
At least you got some nice clothes out of it :-)[...]
To be fair unless I'm mistaken I think Travis also had shares of stitch fix at some point. I don't think the fool has a monopoly on bad decisions but I think they've had enough big winners to compensate for the losers. Unfortunately for most subscribers t[...]
Hi Travis, fantastic research. One question with these type of companies trading on small exchanges is how much does it hinder the share price? Does it have plans to go on the main Stockholm exchange? and what would that do for price? Is a future OTC tic[...]
Thanks Travis, as you mention keysight and the lock box what are your latest thoughts on inTEST (INTT)? I have been tracking it since you added it and I know you previously mentioned adding it into the main portfolio if it dropped low enough. I already o[...]
Thanks Travis, I sold out of my Nvidia shares along with most others in Feb as I needed to raise some cash. Fortuitous timing it turned out but I definitely would like to rebuild the position. The difficulty is how to prioritise which shares to start buyin[...]
I’m with you on GLXY but I didn’t sell. Its now almost worthless. I can only hope that there be a face saving Bitcoin bull run to save it in the lockbox (and my account).[...]
Thanks Travis, have a great weekend. Maybe one for your next big picture musings but i keep hearing that we could enter a decade long commodity boom as owning hard assets becomes more popular. A lot of these companies have come down a lot and i dont real[...]
I've got to admit I'm really drawn to some of the commodity plays you mention. I read a report from Chris Machintosh going back to the last recessions showing how well a mixed basket of energy, agriculture, precious and industrial metals did compared to o[...]
Great Friday file Travis. I'm intrigued about what you wrote about Constellation, and other great stocks you've missed out on over the years. Say there is some type of capitulation, is it top of your buy list? or just totally out of reach? I remember a co[...]
What about buying micro strategy at these depressed levels? I believe the market value has dropped below the price it traded before they bought any bitcoin meaning you are essentially getting the bitcoin for free. The business is also profitable in its own[...]
Hi Travis, I know from your previous analysis on Dream finders homes that you admire NVR. If we do have a housing crash is this a stock that you have on your radar? I keep hearing of rising cancelations in new home buys in the US and wondered which ho[...]
Hi Travis, Great Friday file as usual. I love your general musings and I'd love a take on the increasing narrative that we are heading for a recession. I believe that the yield curve is close to inverting which can be a recession indicator coupled by the[...]
Fantastic summery Travis, such a shame about fastly, I high hopes as well. I noticed one of your very small investments has some impressive bumps up in price the last couple of weeks - cloud break discovery. I remembered it from a while ago as it was a u[...]
Great stuff Travis. you cleverly took some profits on both Cloudflare and Docusign this year and both have been astute sales. As you mention them are you ever tempted to sell any Nvidia or the Trade Desk as they are at similarly lofty valuations? as you m[...]
Great analysis Travis, I would have hoped Fastly would have improved along with cloud flare but it still seems stuck in the doldrums. Do you know of anyparticular reason why they are failing to get any traction? Also Interesting to see that Bill Miller ha[...]
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Thanks Travis, actually Copart was another one they have covered, they must watch him closely.[...]