I’m coming to you a bit early with a “Thursday File” because I’m on the vacation for the next ten days, which also means things will be pretty slow around these parts… and this will be your last Friday File until July 15. I should be on the ground in Ireland by the time you […]
Something’s going wrong at DocuSign (DOCU), and it’s worse than it appeared a couple weeks ago. That’s the conclusion I come to after seeing longtime CEO Dan Springer step down, abruptly and apparently at the request of the Board, less than two weeks after he outlined the recent progress of DocuSign’s strategy to kick-start growth […]
I finally caught COVID-19 this week, after beginning to almost consider myself bulletproof after evading it for so long, so I’ve been slow of thought and weak of body for a few days, my excuse for a week without many new articles… but I’m starting to really bounce back now, thankfully, so you’re stuck with […]
So… what’s going on this week? A bit of news to pass along first… Shopify (SHOP) shareholders did approve the stock split and “founder share” issued to Tobi Lutke (to maintain his voting control at 40% of the company), so the 10-for-1 stock split will take place after the close on June 28 — you’ll […]
Amazon (AMZN) is about to drop by 95%! Just kidding, but the price will fall about that much after the close tonight — the stock split they announced goes through today and will show up tomorrow in your account, if you own shares, so AMZN shareholders can expect to see 20X the number of shares […]
Looks like we’re celebrating “Take Your Beer to Work” day again here at Stock Gumshoe… it’s awfully nice to see that week come to a close. This was the week that a possible recession and continuing strong inflation started to seem “real” to more people — it’s hard to guess when worries will reach the […]
We seem to be living through a washout of the market this week, as fears of inflation and Fed-spiked recession take out all of the speculative excess of the past two years… which is, really, the point of having the Federal Reserve manage interest rates, so they can raise them at times when the economy […]
What’s going on right now? Well, pretty much the same thing that has been going on for the past few months — inflation is raging and freaking out the Federal Reserve, which is getting more assertive in trying to slow the economy to slow that inflation, and for whatever reason the logjam was loosened a […]
I’m on a plane to Omaha as I finish up this week’s Friday File, ready to jump into another “Woodstock for Capitalists” weekend with the Annual Meeting for Berkshire Hathaway (BRK-B) and, more quietly, some other investor events and the Markel (MKL) Brunch. This pilgrimage often helps me to reset my thinking as a long-term […]
Not a lot of news to share about my Real Money Portfolio this week, so I thought I’d dig into a teaser solution for your Friday File… this one started running fairly recently as oil returned to “top of mind” status following Russia’s invasion of Ukraine. The pitch is for Luke Burgess’ Junior Mining Trader […]
I included some of this in a comment on yesterday’s early-published Friday File, but it got quite long and I had some additional thoughts this morning, so I decided to share a more thorough update here as well, for those who are interested. No Quick Take here, sorry, though I guess my summary is, “I […]
I’m shifting to a “Thursday File” again this week, since most markets will close down for Good Friday and I’ll be traveling again… so, what’s going on? I’ve got a few updates to share from the Real Money Portfolio, including two companies down at the bottom of the portfolio which I sold today, a little […]
You know how people always say you should “invest in yourself?” Well, given now irrational and emotional we can all be from time to time, when it comes to investing I think there’s also a pretty good argument for diversifying away from yourself. Several times over the years I’ve written about that general idea of […]
Isn’t that the best headline, “Mistakes Were Made?” I love how it implies that we’re moving on, and it was nobody’s fault — pretty much every US President since Reagan has used that phrase when faced with a screwup or a scandal, (we’ve long since left the days of Harry Truman’s “the buck stops here” […]
We’ll have your regular Friday File coming tomorrow, but we’re going to split it up this week — today I’ve got a new Lock Box position to highlight for my favorite people. It’s been a while, I haven’t added a position to the $100K Lock Box Portfolio since January, and haven’t written about it a […]
As we’ve seen the world get shaken up over the past few months, it’s pretty likely that my internal biases are impacting my assessments of companies — I always intend to be rigorous in setting “buy below” prices for myself, which I hope will be useful for you, but it’s very likely that my rosier […]
When the markets are going through big transitions and scary geopolitical events, the moves can be dramatic — a little excitement about the Russia/Ukraine peace talks on Wednesday meant we focused less on maternity hospitals in Ukraine being reduced to rubble, and began to hope that things might turn more peaceful… and oil and gold […]
It seems almost silly and trivial to think about the quarterly updates from our various investments right now, but I’ll get to a bit of that in a moment — and my top 20 positions in the Real Money Portfolio do all now have updated “buy below” prices, for whatever that’s worth. First, though, my […]
I’m on vacation this week, but thought I’d at least share a note with some updated thoughts on a few of our Real Money Portfolio holdings, since we had quite a few of them report this week. That’s not really the market’s focus as I type, of course, I guess we’re all watching Russia’s invasion […]
In a week that created some pretty massive tumult among the growth stocks I own, I’m going to start today’s note on a very different topic. Don’t worry, we’ll get to Shopify and Roku and Fastly and all the others, but first, something that helps make the heart rate a little steadier. I just made […]
Next Page »
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info