I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]
Articles
Earnings season tends to start a little slow here at Stock Gumshoe, since I don’t own many of the stocks who report early — we had Intuitive Surgical (ISRG) last week and cell tower REIT Crown Castle (CCI) yesterday, but things will heat up in a big way next week, when I’ll have about a […]
Pretty much everyone who’s trying to build a large-scale newsletter issues proclamations like “stock of the year” and “stock of the decade,” since such claims get attention… after all, attention is the currency of the online marketer. So we’ll take this with a wee grain of salt, but here’s the beginning of Andy Snyder’s latest […]
A reader sent me a question on a topic that interest me, and he referenced a teaser pitch from Justin Spittler for his IPO Insider ($2,997/yr), so that caught my interest… His actual words were, “any chance of sleuthing these 2 edge computing companies?” … so that’s the goal today, but I’ll also try to […]
I haven’t written about a Christian DeHaemer pitch in a while, so this one popped to the top of our list today when a few readers asked about it. And part of the pitch is similar to others we’ve seen about the “death of cable” — all about the cord cutters, and about the fact […]
Every single time the Apple iPhone is revised, refreshed or upgraded the wave of teasers comes crashing down upon us once more. Not that we’re complaining, mind you — this is, after all, the path we’ve chosen: They tease, we de-tease … if they stop, we stop. And frankly, we don’t have anything better to […]
I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]
The folks at the Motley Fool have been promoting Dave Gardner’s Rule Breakers newsletter for years by using the same basic theme for their ads: Cloud computing scared Bill Gates into retirement, and the “Kings of Cloud Computing” in the next era will make you rich. If you’re not familiar with Gardner, he’s basically a […]
What is this “Christmas Internet Outage” that Louis Navellier is teasing us about? Well, the short answer is that so many folks will get online goodies from Santa that they’ll swamp the Internet. Which is sort of possible, I guess — like most holidays, Christmas web traffic as a general rule is down substantially from […]
Here’s how the teaser ad from Eric Dickson for his Breakaway Stocks newsletter starts: “Warning: The Internet Is Shutting Down! Microsoft And Amazon Are Turning To This Company To Survive… Giving You The Chance To Grab 3,210% Before The Web Comes To A Grinding Halt! “This is not a joke. The internet is coming dangerously […]
We’ll be skipping almost all publishing next week, including the Friday File, as Stock Gumshoe closes down for a few days for vacation and redesign prep on the new and improved StockGumshoe.com — so I’ll try to make this one good enough to last a couple weeks for you! The new site, in case you’re […]
The markets are debt-obsessed once again, I’m afraid — not corporate debt, as they were in 2008 and 2009 when any company with leveraged was thrown out the window, but gummint debt. I don’t know whether this will be a real “reckoning” for the US government, when we really take stock of our obligations and […]
A couple weeks ago I started my annual navel-gazing exercise of looking back at past “idea of the month” stock (and other investment) suggestions — that first look covered the first year or so of these more formalized ideas for the Stock Gumshoe Irregulars, from 2008 to mid-2009, and now we’ll try to catch up. […]
The Motley Fool folks have been using the “3 Kings of Cloud Computing” special report to pitch David Gardner’s Rule Breakers newsletter for a couple years now, and have occasionally even given away all three of those stock picks for free as part of their “give us your email” list building exercises — but I […]
This week, instead of digging into a new teaser for your Friday File pleasure, I thought it was time to update you on a few of the “Idea of the Month” stocks that I’ve been thinking about recently. First, I should also tell you that I’ve now made two buys this week personally, both of […]
Well, it appears the secret’s out on how to get the Gumshoe’s attention: It’s not enough to have a hype-filled ad that promises huge gains, the ones that float to the top of my to-do list often also have perfect, pithy headlines like the one I’ve quoted above: who can resist “The Almost Perfect Stock?” […]
Most of the newsletter ads I see come pouring in through the email floodgates, but there are still a few publishers who invest in good ‘ol direct mail campaigns and send you actual letters in the mail — they realize, no dummies, that most of their potential customers are old enough that they might even […]
Akamai is a Hawaiian word that means “smart” or “clever” — not an accident for an MIT-born firm that has been supplying the business backbone to parts of the web for many years, even though most people (myself included) don’t really understand everything that they do. I’ve owned Akamai a couple times over the years […]
This ad from the Motley Fool has been around for a while, and they’re now giving away some of the teaser stock names for free — but they’re still keeping one “secret,” so I thought I’d revisit that part of the pitch and let you know who it is. For those who don’t know what […]
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
Comments
this guy has a service with banyan hill chad shoop I lost money with him but after that his track record got beeter her...
Travis, One thing I didnt see mentioned that I believe hurts Fastly in comparison to the other CDN providers is their la...
Hi Travis; minor typo in the write-up 'but AKAM, LLNW, FSLY and CDN would make up most of the list for the “pure pla...
FWIW Akamai (AKAM) is the technology leader in both CDN (Fastly) as well as in network Security (Cloudflare)....
Gummy, Great Thinkolater diagnosis of F5 networks. Yes, a strong tech company like Riverbed and Akamai. Interesting...
Crazy price movement from Akamai today -- interestingly enough, they're spending a mere $268 million to buy a small star...
Level 3 networks has just completed purchase of Global Crossing, which gives them their own pipes to ship content from t...
A new technical innovation isn't really on the radar yet as far as competition for CDNs is concerned... and it would req...
It is clear to me they are deceiving their readers. 1) They don't actually invest a penny in any of their recommendat...
Every buyout is different -- if a company bought out Akamai with shares, you'd get the shares in return; if they pa...
the three kings of cloud computing tell us so much information about cloud computing, and the kings such as google and a...
Motley Fool's website still is displaying a big ad for this report. The #1 company they left out until you pay is, ...
Great site - also came across this while doing research on the $59 computer. I too have subscribed to Stansberry and whi...
IIH (Internet Infrascture HOLDRs) probably won't have anything like that dividend in the future -- that represents a one...
If this is the same 'ol Motley Fool ad from a few months back, it's Google, Akamai, and VMWare ... I doubt they've chang...