Happy Friday! We’re coming to you pre-open instead of after the close today, for a little change of pace. I’ve mostly got some relatively optimistic comments to share, including a bunch of small purchases I made as stories shifted a little, so I thought I should start you out with some pessimism from someone else […]
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There’s been a little stirring of interest in real estate among the newsletter crowd again in recent years, most visibly with the launch of the Motley Fool’s Millionacres projects — investors are clearly interested in both publicly traded investments in the real estate space, and in “real world” real estate investments like rental properties (which […]
So what’s up this week in the Real Money Portfolio? Quite a bit of news for our companies this week, so I’ll spare you any ranting about politics or current events for the moment (you’re welcome!) First, the ugly news. GAN (GAN) reported pretty much what they said they would report, strong growth fueled by […]
I’m of many minds about the market, depending on how I feel in a given moment, so I try to avoid prognosticating… but if you want to force yourself to think about risk, as we all should do at least some of the time, one of the best go-tos is John Hussman, who has a […]
The Gumshoe family had a fun adventure over the past couple weeks, covering about 4,000 miles on our first big road trip since 2019… and every town and state we saw was a little different. Hotels are full, but wildly understaffed in a lot of places — we stopped at a beautiful historic hotel in […]
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 […]
More Royalties, Please… The world of precious metals royalties has been quietly changing a bit, with new entrants and some rising interest in gold as inflation concerns have heated up this year, so there are a few updates to share… but first… If you don’t know what royalties are, they’re best thought of as a […]
No real buying or selling this week… a peaceful few days of zen-ful “don’t just do something, sit there!” as we head into the holiday weekend. But I do, of course, have some updated thoughts and news items to share. Boston Omaha (BOMN) Boston Omaha’s (BOMN) earnings finally got restated and released, with adjustments being […]
If you’re going to be a long-term investor, focused on buying good companies whose value can compound over time, and not just a trader who’s trying to jitterbug in and out of positions for a gain in a month or a year, then at some point you have to remove your thought process from “the […]
We’re now a year past the beginning of the real full-on panic about the coronavirus, and just a year past the worst drop in the stock market in March of 2020, so I went back to read my stuff from last April to see what I was doing and how I was feeling. Here’s a […]
Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]
With each passing day this week, I became more and more interested in “boring” stocks — there is ALWAYS a temptation to chase hot ideas, and I’m certainly not immune to speculation, but the GameStop (GME) craziness is too much. Plenty of folks have asked me about it, so I’ll just blather on about that […]
Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]
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BOMN bought their DFH position years ago, when it was private, they’re up more than 500%. What’s going on now? ...
You have touched on this before, but what is wrong with DFH. The chart looks horrible and I can't see BOMN touting thi...
I was surprised by that, since they’ve indicated they consider DFH a long-term partner, but not particularly worried. ...
Thanks, Travis, for another well-written update and a balanced view of what could go right and wrong. I like your conti...
I have not ever looked at MHO, but the numbers look very solid at first glance. MHO has't had the consistently strong R...
Travis, have you looked at MHO? I own DFH but am looking at MHO now as well. Interesting home builder in the smart ho...
Sorry for the confusion, which comes because some of the lock box holdings are also in my regular portfolio. The Lo...
Really missed your Friday musings. Great to have you back! I have a question. With your lock box holdings, are your purc...
A better buy than my last purchase. There’s jitteriness about the housing market, and all homebuilder stocks will ri...
I don’t know what caused the big spike up last week for DFH, but presumably the end of that buying pressure caused the...
Hey Travis - thanks for the write-up. I have been waiting for an entry into DFH, as I believe it is a compelling opportu...
Travis, I appreciate your expertise. I joined March 2020. I have microdosed in DFH and FPH. I visit quiet often in FL...
Hey, everyone I lurk this page and I'm really grateful for what everyone has done. I think there are some great picks in...
Mostly, trying to build scale in non-sexy businesses at a low price — billboards, surety insurance, and now rural broa...
The other two currently in the LockBox are SDGR & DFH....
I'm more of a diversifier than a weeder, a lot of the best growth stocks I own are in a "hold" area for me -- the ones t...
I still own DFH in my regular portfolio and may buy or sell there... this new project is 20 companies, a five year locku...
but is DFH now part of the " lockbox portfolio" going with the same dollar amount? Do you intend to allocate each posit...
with interest rates close to 0% until 2023 and with next year's low estimate of revenue being 54% above this year's (a...
Same here. 3000 Acuif has made quite an addition to my portfolio. As always with winners, wish I had bought more. Found ...
Hi Travis, excelllent Friday file again. Especially like your link to the Interview with the CEO of PAR. That was an ...