A New Buy for the Real Money Portfolio... plus some thoughts on Charlie Munger, Howard Marks and John Chambers.

What is going on with Gan? It hasn’t really moved after dropping from its high of $30. Fubo has passed it by and is looking like the better growth buy. Is it just that analysts don’t know what Gan really does for their market? Are shorts killing any growth possibilities? Is my gut correct that […]

Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one

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 […]

Looking into the SPAC teased by Enrique Abeyta and Whitney Tilson for their October 8 SPAC investing "event"

Updates on some healthcare and real estate stocks in the Real Money Portfolio, including four add-on buys and two new names for the watchlist

Stock Gumshoe is closed today for the Independence Day holiday, but I did put together a few thoughts last night, and have a couple updates for you on the Real Money Portfolio, so we at least have an abbreviated Friday File for you… Hipgnosis Songs Fund (SONG in London, HPGSF OTC in the US) has […]

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

Have you ever heard the quote, “nothing tastes as good as thin feels?” Such sayings have been attributed to waif model Kate Moss, plenty of her anorexic fans, and dozens of others in the perfection industry (including Stephen Covey), and I’ll confess that the sentiment has never resonated with me even a little bit (as […]

We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]

Please explain the three different DEAC stocks…DEAC, DEACW and DEACU. The descriptions all appear to be the same. I bought DEAC @ $17.00 and then realized that you bought DEACW @ $6.00. What is a DEAC Warrant? Thanks, Travis! Love this, my go to, Newsletter!

Taking some "free returns" in my Real Money Portfolio

I knew to buy like crazy last Friday morning, because people say that I am the SMARTEST INVESTOR IN THE WORLD. Woohoo! Oops, sorry, I forgot that I wasn’t selling myself with hype-filled puffery. That’s obviously not true, I did some buying last week and opened a few new positions that have done well so […]

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.