Markets are people, and people overreact — bull markets get too excited and people pay irrational prices for popular stocks sometimes, and bear markets get too fearful and people sell regardless of company fundamentals and drive prices down to silly levels at other times. We can come up with some assessment of what we think […]

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

Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...

A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...

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

This is the intro that drove a lot of readers to send in questions this week: “The Greatest Day in Stock Market History “Thanks to Supreme Court Order 16-476, over $4 billion could move into three very specific stocks—on one day, Feb. 4, 2019. “If you invest now, you could ride share prices up 3x, […]

Will the Supreme Court create windfall profits for sports betting companies as soon as next week? Looking into the pitch from McCall's Investment Opportunities newsletter.