I’ve gotten a lot of questions in the past couple days about Jeff Brown’s “Pre-IPO Code” presentation, in which he teases the idea of this “Pre-IPO” investing strategy as he pitches his new Blank Check Speculator newsletter. And I’ve got good news… and bad news. The good news is, I can explain what he’s talking […]
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My spirits have been lifted a bit in the last week… not so much by the general state of the world (unemployment is horrifying, the pandemic remains scary, politics has sunk even further into the gutter, a big chunk of the world is literally on fire, again), but by the return of some seasonal patterns […]
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 […]
The plan for today? Figure out what other name might be associated with Nikola Tesla, and use it as the name for a new-age company. Venture funding should flow without regard to merit, and you might just be able to go straight to an IPO and buy that private island. Nikola (NKLA) is taken, thanks […]
It’s “goodwill toward all” season, right? So now is the time to get ready to be nice to yourself. I don’t know whether this trade war will end, or if impeachment will lead to something bigger, or whether President Trump will find a way to goose the stock market again next year to boost his […]
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 […]
So… anything happen this week? 🙂 We’ll start with a few headline-grabbers from the Real Money Portfolio in the technology world, slide into a little teaser solution for you, and then share some updates on a couple small buys I made, plus some additions to the watchlist, along with the usual blather… Xilinx (XLNX) had […]
As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]
Today we’ve got a quickie for you, in response to a couple questions about the Cabot Top Ten Trader teaser pitch that came out over the weekend. Top Ten Trader ($137/year) is a short-term newsletter edited by Mike Cintolo, he basically sifts out ten of their favorite growth stocks each week, and I think they’re […]
I haven’t written about closed-end funds in a while, so when I was skimming through the possible teaser pitches I might cover today this one caught my eye. It’s for Sovereign Man’s 4th Pillar newsletter, helmed by Tim Staermose (it’s pricey at $1,995/year but does, at least, offer a 30-day money-back refund, something most of […]
If you’re wondering whether it’s interest rates or just “worry about overvaluation or growth” that’s making the stock market go crazy this week, or whether it’s the trade war or political upheaval or something else, well, join the club. There’s some indication that traders are in fear of the “slowdown” that could be caused by […]
I like David Einhorn, though I don’t know him (at least as far as I know, he was a year or two ahead of me in school, at the same University and in the same major, so perhaps we shared a beer or a study session at some point), but someone has to remind him […]
Nicholas Vardy has a newer low-end advisory called Smart Money Masters, and it looks like he’s aiming to be one of the “whale watchers” who run 13F-following services — the folks who watch the big buys by Warren Buffett and a couple dozen of the big hedge funds and institutional investors, and try to emulate […]
Today’s teaser happens to also concern a stock that I’ve been curious about, so I’m taking the opportunity to follow the hints down the rabbit hole and do a little chewing on whatever it is I find down there. The teaser ad comes in from Motley Fool Canada in an ad for their Stock Advisor […]
I’ve got a few thoughts for you on some companies I follow and own, and a little follow-up on last week’s chatter about hedge funds, but first I thought you’d like a quick teaser solution for your Friday File fun… The pitch is for Stephen Petranek’s Breakthrough Technology Alert — there’s been some discussion recently […]
Most of us are self-directed investors, for good or ill — you’re probably here because you like researching or trading stocks, and I obviously feel the same. But should we be trusting ourselves to manage our money? I know that sounds like a fatuous question — obviously, we should trust ourselves much more than we […]
There’s a good, blustery ad up from Brian Hicks and the folks at Angel Publishing about Warren Buffett and his insider connections … … connections that have not only helped him make big, profitable deals for his shareholders (including yours truly, so thanks for that), but that have enabled him to drive government policy to […]
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Thanks Travis....excellent analysis and thoughtful as always....I'm keeping my PSHZF for now, and seeing about re-enteri...
Fannie Mae is a bet on politics, I’ve long been skeptical — though lots of smart people disagree with me. I think...
Hi Travis, thanks once again for the objective and transparent Friday writeup. Wondering if you are still bullish on Per...
Thanks... I bought Starbucks in July of 2018 and sold my Starbucks shares in October of 2019 (which was a mistake, in re...
Bill Ackman is behind the Perishing Square SPAC. Thank you for your response! E...
Bill Ackman has approached several of the "hot" unicorns for a possible deal -- so far he's been rebuffed by Airbnb, whi...
FEAC is certainly the one they were hinting at, though they reportedly recommended several to initial subscribers. PSTH...
Yep, Bill Ackman was on the call so no surprise at all that they touted PSTH. That's the largest SPAC pool ever raised,...
I'm not sure if there's a specific legal term for its structure, but it's really a closed-end fund, a publicly-traded he...
Why would corrupt class action lawyers and vulture shortsellers be attacking INO? Time for SEC to limit or ban shortsell...
Valeant comes to mind, to name one. Ticker was VRX, was changed to BHC (Bausch Health Companies) as part of the rescue o...
That's pretty much in line with the strong move in the portfolio, thanks especially to Chipotle... they didn't really na...
Bill Ackman should be in jail with Bernie Madoff...
I've followed Stansberry newsletters for years (can't stand their constant stream of teaser spam either) and had some su...
$ESPR np, also regrettably. Hugo, may I chime in? Many studies show that people fear a loss more than they seek a gain, ...
Mildly off subject, but one has to wonder whether Bill Ackman is at risk for being labeled a real wealth destroyer. We h...
Mildly off subject, but one has to wonder whether Bill Ackman is at risk for being labeled a real wealth destroyer. We h...
Bill Ackman, founder of hedge fund Pershing Square Capital Management L.P., will host a conference call with investors a...
$VRX- Bill Ackman to host investor call on Valeant stake at 9 a.m. Eastern 7:22 am ET October 30, 2015 MarketWatch ...
You never have to be in. Selling a losing stock (or fund) is OK if you change your mind about it, or if the company isn...
GILD is on a tear, up 3.82%! All this because of rumors of a VRTX acquisition? VRTX up 6.3%. One of many tweets this ...
I was just re-reading some of the Pershing Square letters because they released their annual report filing this week -- ...
Pershing Square Holdings is a closed-end fund, with hedge fund compensation to Pershing Square (Bill Ackman). It is tra...
There's often a lot of volume in stocks that are going through bankruptcy, usually day traders trying to scalp a bit her...
I never looked at American during the bankruptcy or immediately after, and I don't remember seeing anyone touting the sh...
The latest action has been mostly because of Bill Ackman -- he was a big mover of the shares back in 2005 and again in 2...
Thanks Doc. Almost invested in HLF, but couldn't find info about exactly why Bill Ackman was so upset with them. News...
I can't remember exactly when I started subscribing, because I now subscribe to numerous info sources, some free, some e...
Bill Ackman of Pershing Square has been buying this stock like a madman. I think he owns 17% of the firm now. I would ha...
I rather get information from a investment manager than an author. Bill Ackman recently bought a huge position in Sea...