A strangely religious teaser pitch from Stansberry leads me into some in-depth musing on his favorite sector (including a bunch of stocks I own)

Diving into one of my favorite sectors for the Friday File, with two new buys in the Real Money Portfolio

Buying and selling in the Real Money Portfolio -- adding exposure to India and the Montney, Selling some Insurers, and updates on small speculations

I’ve got a few Real Money Portfolio updates for you today, but first I wanted to check in on a teaser that a few folks have asked about… Dr. Stephen Leeb is a familiar name in newsletterdom, he has been helming newsletters from a variety of publishers for decades, and it seems he has again […]

Checking in on that "like buying Amazon" stock, plus some updates on insurance stocks in my portfolio

Buy/Sell updates and news on a few companies in my Real Money Portfolio, plus notes on gold, cobalt, zinc, AIG, Alzheimer's Disease...

A buy for the pessimists, and checkins on Altius, REITs and more

The Friday File comes early this week...

I have written a letter to the CEO / Chairman of AIG advising them how they could get out of the SIFI Status with FED Oversight. I said that Bershire Hathaway started with a holding company to hold GEICO. It through off tremendous cash to buy other companies. Why can’t AIG do the same. Create […]

SPECIAL VALUE INVESTING CONGRESS NOTES FOR THE IRREGULARS

I’ll be traveling for most of the next week, so we’re getting this Idea of the Month note out to you on Thursday night/Friday morning, a bit early. There will not be a Friday File or much else in the way of new content at Stock Gumshoe next week, but I will provide at least […]

A few more notes from the Value Investing Congress