Paul Mampilly is dropping the sports jacket and putting on his “rebel” clothes, including wearing a meme stock t-shirt and a leather jacket to give himself that edgy look… so I guess we at least can’t accuse him of changing tack, he’s still bullish and positive despite the market’s upheaval this year, he’s still got […]
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Today I’ll start us out with some relatively minor updates on Real Money Portfolio companies, then I’ve got a new stock for the $100K Lock Box to talk about. Chewy (CHWY) Chewy (CHWY), everyone’s favorite online pet food and accessory retailer, had yet another strong quarter as, believe it or not, those people who rushed […]
Happy New Year! The fact that this week’s portfolio moves included a little stop loss selling and some nibbles in asset management, insurance and music royalties probably tells you all you need to know about how cautious I feel to start this year… though, as always, I try not to have my personal sentiment drive […]
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 […]
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I haven't looked all that closely at the recent filings from Clover Health (CLOV), but as of ...
Travis, correct me if I am wrong, but it appears this system he is likely from Clover Health, which is an existing med c...