Quarterly news from NVIDIA, Keysight, GAN and Sea... and updates on YSAC, Pershing Square, Altius, Roku and more...
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Friday File: SPACs, Big news from GAN, and a new Watchlist Stock
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Friday File: Time for Cows, not Horses
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Friday File: Earnings and Elections
Watching the electoral tumult, but focusing on updates from The Trade Desk, Roku, Avalara, PAR Technology, Tiptree, Innovative Industrial Properties and more...
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Friday File: This, Too, Shall Pass (but first, let’s buy some stuff)
A few sells and buys in the Real Money Portfolio as earnings season kicks into high gear, plus update on Apple, Amazon, Berkshire Hathaway, Fastly, Teladoc, Markel, Goosehead... and a dozen others.
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Trade Notes: Buying on a Bad Day
Details on three new positions in the Real Money Portfolio (and a couple sells)
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Friday File: A Richer Crown, A Missed Fast Stop, and a Subversive Pot REIT
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Friday File: Shaving Momentum (but not too close)
Checking in on Fastly and The Trade Desk after a wild week, plus thoughts on Intuitive Surgical, Medical Properties Trust and more
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Friday File: Is the Shaq SPAC the Last Straw, or the Straw that Stirs the Drink?
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Friday File: Insurance Disruption, flat Rhythm, and a falling Par
One new buy in the Real Money Portfolio this week... plus thoughts on Lemonade, Goosehead, Rythm Pharma, Lemonade, Par Technology and more...
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Friday File: Songs, Fixes, and the Fool’s “5G Supercycle”