OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]
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Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re otherwise closed for the holiday, seems a good time to spread some cheer and […]
Not a lot of buying and selling going on this week, as the market continues to seem to be reacting only to the “thumbs up” or “thumbs down” sentiment over a possible Chinese trade deal, but I did find one stock to buy… and caught up on a few others that have been catching my […]
Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]
This week brought yet another push-pull to the markets as investors attempt to figure out whether Lucy is going to pull the football away from Charlie Brown again in the China trade talks, but the narrative that struck me as most interesting on the week was the line that was drawn in the economy by […]
What’s going on with the market this week? Well, the accepted narrative keeps shifting — first we had trade war panic as Trump announced new tariffs last week, then celebration as those tariffs were delayed to ‘save Christmas’, and the market is overly obsessed with the high-level game of chicken being played by Trump and […]
I covered a “powdered plasma” ad from Michael Robinson just yesterday, but it turns out the he’s also flogging “cryogenic blood” separately, in different ads for his same Nova-X Report newsletter, so I thought I better follow up to get rid of any confusion. The Thinkolator concluded that yesterday’s ad, teasing a Pennsylvania company, was […]
Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
The RiskHedge folks are starting a new newsletter called Disruption Investor, and they’d like you to be a “founding subscriber” ($49/yr) — it looks like this will be one of those technology-focused “entry level” newsletters, helmed by Stephen McBride. What do I mean by “entry level?” Some publishers call this their “front end” — they’re […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
Everyone was watching this week to see if Warren Buffett did anything big with Berkshire Hathaway’s (BRK-B) portfolio in the fourth quarter of last year, news that comes once each quarter (large investors have to file their end-of-quarter holdings in US stocks 45 days after the quarter ends), and… he didn’t. Berkshire did add to […]
Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]
It’s the beginning of the year, and that means we’re going to see lots and lots of “top stock for 2019” pitches — so, naturally, your friendly neighborhood Stock Gumshoe will be trying to solve ’em for you. There are two that caught my eye this Monday morning, the first was Alexander Green’s “No. 1 […]
A fantastic market last week, a terrible market this week… it’s time, once again for another episode of “Turn Off CNBC and Have Some Perspective!” I won’t go into a long screed about long-term investing here, but I thought I’d just share one of my favorite charts — I see someone post something like this […]
Today, dear friends, we start the week with… well, some guessing. Lots of readers have asked about this latest ad from the Motley Fool Stock Advisor, so we’re going to dig in and see if we can get a good answer from the Thinkolator… but I’ll warn you up front that there aren’t enough clues […]
The Motley Fool has for most of this year been teasing their Shopify (SHOP) recommendation with headlines that tout the fact that SHOP’s CEO is “betting” $560 million (or now $780 million) on the stock, but today we’ve got a slightly different spiel… this time it’s Tom Gardner, Motley Fool CEO and half of the […]
Comments
ANETs story resembles a lot NVDAs weakness during the past months, although ANET seems to be a lot more dependant on a f...
Trade Note: At Home (HOME) hit my stop loss and I sold today, so that position is now cleared out ...
Ad-wise, the heaviest rotation of ads from the Fool has been for TTD, SHOP and ANET. Though that’s not necessarily an...
I'm a MF subscriber and I paid too much for NHR. TTD is a good pick and so is SHOP. However TTD is not a part of NHR ...
I expect that's probably still The Trade Desk (TTD) if it's the ...
Appreciate you teasing out this one. I’ve been bombarded with Risk Hedge emails and was wondering. I own a small amo...
Could be, that's certainly a sentiment I hear from a lot of folks. Arista has little connection to actual streaming net...
I dipped my toe in ANET (just 25 shares) at 248.54...I can be patient,...
Thanks Travis for a fantastic Post. ANET is a great stock if we are willing to hold for 5+ years (better 10+). The rate ...
At Arista's (ANET) current price, it might be a good time to take some profit. It's a good company with good products, w...
I am a member and their stock of the YEAR is ANET! Wow has it made money since Jan 1. samiamaustin...
I bought some $ANET March 15 230 Calls when you mentioned them last year, got chicken when they jumped up $23 on Friday...
I think you meant to make that last part about cloud computing a distinctively separate section, but it got mushed into ...
Its not ANET.......
Is the competitive advantage for Arista's software architecture sustainable? How long before Cisco or Juniper copy this...
Nice article about ANET, thx Travis. Just a few notes since you mentioned The $8k price at Motley Fool, I think that is...
Made a lot of money on ANET calls...until I didnt...And didn’t ride puts down the other way. As far as marijuana stock...
Travis, our indicators for ANET have been in a confirmed downtrend since the first week of October '19 and the indicator...
NSX and NSX-T from VMware are also software routers for data centers. Given that this is a mature product that scared th...
Nobody in technology has an easily defendable competitive advantage, even patents aren't usually easy (see Qualcomm), bu...
Different ad, though they used some similar language -- this particular pitch was definitely about Berkshire. Arista Ne...
For most data center decision regarding switches are placing more value on automation. Cisco has the lead with ACI but a...
Thanks Travis for this I was wondering what Tom was on about in this one. I ponder how much he effects (and affects) the...