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Broad investment commentary and/or asset allocation topics.
Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one
Three buys, one sell and a couple little speculations this week -- updates from the Real Money Portfolio
Checking out recently weak MILE, WRAP and INTZ... plus a little buying, some updates on crypto investment valuations, and much more...
What's being pitched in those never-ending ID Coin ads from Stansberry Innovations Report?
Big news from PAR, plus some big-picture blatheration and a new crypto buy (and a sell), plus a new watchlist stock
What's being teased by Crowdability's Private Market Profits?
A few buys in the Real Money Portfolio, plus check-ins on safer SPAC prices, quarters from BOMN and CHWY, and much more...
Sniffing out Joel Litman's hinted-at "Giants of Online Shopping" and "3 Pillars of the Internet"
Another chunk of the Annual Review as we look at Metromile, Lemonade, Stitch Fix, Tiptree, DocuSign and many more...
What's being pitched as the "Almost Perfect Bitcoin Play?"
And yes, another buy (sort of) and Annual Review Part 6 (almost done!)
More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...
Updates on some Insurance Disruptors, and part two of the Annual Review gets to PW, IIPR, MPW, CHWY, SFIX and more...
Looking into the tease of "Master Digital Currencies" from Stansberry Innovations Report