Gan stock forecastWhat 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 […]
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This is one of the biggest weeks for earnings in the Real Money Portfolio, so I’ll mostly be checking up on the quarterly updates from some of my larger holdings for you today… but in analyzing quarterly updates and other news, I did find myself drawn to make a few purchases (and one sale). If […]
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 […]
Special Purpose Acquisition Companies (SPACs) are the flavor of the year on Wall Street, following big high-profile SPAC-fueled IPOs like DraftKings (DKNG) and Virgin Galactic (SPCE), and we’re seeing a bunch of newsletters and financial pundits try to leverage that popularity… the latest is Enrique Abeyta, who is launching a SPAC-focused newsletter on Thursday for […]
As I noted yesterday, I added to my Teladoc (TDOC) position because of the Livongo Health (LVGO) acquisition. That acquisition doesn’t make this less of a risk, Livongo was one of the few companies trading at an even more lofty valuation than Teladoc during this COVID-19 crisis (on a price/sales metric, at least — though […]
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 […]
If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
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!
I share Trade Note updates with you, my favorite people, whenever I do any meaningful buying or selling in between Friday Files, but they’re usually shorter notes in the comment threads — today I’ve chugged through a string of relatively small trades that I need to update you on, and I’ve got a few minutes, […]
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 […]
Matt McCall’s entry level newsletter Investment Opportunities (currently $49/year) is being advertised with a promised “free” special report about the three stocks you need to own before more states legalize sports betting… perhaps as soon as September 6. What’s so special about September 6? That’s just a guess that more attention will come to this […]
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Hi Travis, Have you had a recent look at DKNG? any change in opinion given the recent price decline?...
I think it’s a pretty spurious comparison at this point, the biggest brand versus a company that’s not yet launched ...
@Venkatesan, please update the Secret portfolio with following tickers: VJET, DKNG, PLYM, SHRMF, MMEDF, TGODF, FNMA, FMC...
VJET, DKNG, PLYM, SHRMF, MMEDF, TGODF, FNMA, FMCC, NNXPF, PLNHF, CLLS There are a lot of international only (Like HTC a...
Dear Travis, Now I know how to exercise my warrants. In DKNG case, because I did not know how to do it, what I did fir...
DKNG is a very hot stock, for sure, because they're building a national gambling brand in the US -- that's also extremel...
I am glad I bought some DKNG too. Wish I bought more....
About GAN, I sold it with a gain couple months ago. I had DEACW to begin with now I have DKNG that is performing so w...
Travis, I have DKNG. From DEACW>>>>DKNGW>>>>>>>then DKNG. It seems like a long journey but it is well worth it. Why DKN...
Travis, Speaking of SPAC. I had two this year, they all worked out okay for me, they were warrants of DKNG AND NKLA. ...
Here is another one on DKNG https://www.screencast.com/t/zUDYrSdim This is a call calendar, Green is the buy cost, Red i...
I also have GAN and DKNG and recently got BTHR in the same field, All are small positions and have been doing well....
Travis, I have most of the technology stocks mentioned in your portfolio. They all on fire today. I have GAN and DKNG. ...
I missed the boat to buy DEAC ( the warrant ) but I do have DKNG, I am very happy with it. I have VTIQW, so far it...