What to do when the market feels like it's swooning?

A new position explained for the Friday Wednesday File

Hipgnosis is reportedly in talks to buy Pink Floyd’s music catalogue, with most of the investment coming from the fund they manage for Blackstone, for as much as $500 million (no confirmation or detail yet, but usually the publicly traded vehicle, Hipgnosis Songs Fund, co-invests when they buy something for Blackstone). I’ll be curious to […]

Buying into a private equity firm that's "stealing" our assets, plus another "royalty" buy and updates on Perimeter, Illumina, PAR, Unity Software, Avalara and more...

Updates on WCC, IIPR, SHOP, SAND, ILMN and more... and maybe a new Lock Box candidate

Looking at the market and Travis’ portfolio with regard to the “max buy below” and “preferred buy below” prices. When I downloaded the data, there were four stocks trading below the preferred buy below hurdle (GOOG @ 25% below, WCC @ 13% below, BAM @ 11% below and AVLR @ 3% below). Seventeen are below […]

Adding to a well-positioned holding, plus more updates from the Real Money Portfolio

Happy New Year! The world is turning to a focus on (maybe) rising interest rates, fear of inflation, and “value” stocks in many ways, or at least so says the perpetual punditry machine that is investment media. Nobody really knows what’s going to happen next month, of course, or for the next year… nobody should […]

Checking in on a couple dozen companies this week...

One partial sell and one incremental buy, plus a few updates and answers to reader question

What's being teased by the Motley Fool's new Everlasting: SaaS Superstars service?

I’ve got a lot of ground today, but I thought I’d start us out with solving a teaser pitch for you… you’ll see why I chose this one in a moment. Marc Lichtenfeld is out with a new pitch for a high-end Oxford Club service he’s launching called Predictive Profits ($1,497 “on sale” from $4,000, […]

Three buys, one sell and a couple little speculations this week -- updates from the Real Money Portfolio

More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...

Reducing some leverage in some names, and buying a little more equity in others in our latest Real Money Portfolioupdate -- with updates on CHWY, SFIX, YSAC, ROKU, VSBLTY and dozens more...

What's Stephen McBride calling "Amazon's Kryptonite" in ads for Disruption Investor?

Watching the electoral tumult, but focusing on updates from The Trade Desk, Roku, Avalara, PAR Technology, Tiptree, Innovative Industrial Properties and more...

Let’s start with the obvious, just to get my weekly brain dump underway for you: We don’t know what the election will hold, or where the market will go from here… I continue to think stocks are pretty expensive, particularly the hottest tech stocks (and I still own a lot of them), but I also […]

Checking in on the Real Money Portfolio as earnings season winds down.

I shared part one of our Friday File with you this morning, when I took some time to dig into a nanocap idea being teased by Keith Schaefer, so part two will be a little more brief… just a few quick notes about things of interest this week, and some minor moves in the Real […]

I feel very cautious, yet also bought four new positions this week in the Real Money Portfolio...