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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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 […]
DEAC, DEAC Warrants Diamond Eagle AcquisitionPlease 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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