Topic Archives: Dream Finders Homes (DFH)

April 2, 2021 / Travis Johnson, Stock Gumshoe

Friday File: Cheaper SPACs and a Year to Remember

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 […]

March 19, 2021 / Travis Johnson, Stock Gumshoe

Friday File: Annual Review Complete, plus another buy for the Lock Box

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 […]

January 29, 2021 / Travis Johnson, Stock Gumshoe

Friday File: Some Buys Beyond the Games

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 […]

January 22, 2021 / Travis Johnson, Stock Gumshoe

Friday File: Dreaming of NVR

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 […]

Comments

MichaelSarasota on written by reader

Paul Mampilly’s 100x deal- sEASON 2 / Apr 22, 4:04am

Hey, everyone I lurk this page and I'm really grateful for what everyone has done. I think there are some great picks in...

Travis Johnson, Stock Gumshoe on Friday File: Benchmarked Returns, Some Clunker Updates, and Coinbase / Apr 19, 12:22am

Mostly, trying to build scale in non-sexy businesses at a low price — billboards, surety insurance, and now rural broa...

timcoahran on Friday File: Annual Review Complete, plus another buy for the Lock Box / Mar 26, 5:26pm

The other two currently in the LockBox are SDGR & DFH....

Travis Johnson, Stock Gumshoe on Friday File: Annual Review Complete, plus another buy for the Lock Box / Mar 22, 11:02am

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...

Travis Johnson, Stock Gumshoe on Friday File: Annual Review Complete, plus another buy for the Lock Box / Mar 19, 8:44pm

I still own DFH in my regular portfolio and may buy or sell there... this new project is 20 companies, a five year locku...

fabot on Friday File: Annual Review Complete, plus another buy for the Lock Box / Mar 19, 8:34pm

but is DFH now part of the " lockbox portfolio" going with the same dollar amount? Do you intend to allocate each posit...

rederijkers on Friday File: Annual Review Complete, plus another buy for the Lock Box / Mar 19, 7:29pm

with interest rates close to 0% until 2023 and with next year's low estimate of revenue being 54% above this year's (a...

capt ko on Solving Motley Fool’s “Recent IPO Targets 827X Potential Growth” Teaser / Feb 9, 2:51pm

Same here. 3000 Acuif has made quite an addition to my portfolio. As always with winners, wish I had bought more. Found ...

herbalix on Friday File: Dreaming of NVR / Jan 23, 11:29am

Hi Travis, excelllent Friday file again. Especially like your link to the Interview with the CEO of PAR. That was an ...