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: Shaving Momentum (but not too close)
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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”
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Friday File: A Few Buys (including a rare IPO purchase), and an updated look at GAN
Re-sharing some "Dividend Rules of Thumb," plus updates on GAN, MPW, ROKU, NVDA, IIPR, CHWY and more...
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Friday File: “Pre-IPOs” and some Real Money Portfolio updates
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Friday File: Overvalued Holds (and a Sell), plus more Video Games
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Friday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions
A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...
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Friday File: Valuation Fears, GAN, and some New Speculations
Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...
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Friday File: Mostly Boring Real Estate Stuff This Week, Sorry
Updates on some healthcare and real estate stocks in the Real Money Portfolio, including four add-on buys and two new names for the watchlist
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