Last weekend I was on an airplane for the first time since March of 2020, thanks to a family wedding, so I got a personal experience with a couple trends that we’re hearing from other people: First, travel is back in a huge way, every flight is completely full, and many airports are even more […]
Articles
I’m celebrating my birthday tomorrow, so this Friday File comes to you a bit early — call it a Thursday File, I guess. That means I won’t be catching any interesting news that might come out of this evening’s conference calls, as earnings season continues to progress, but I’ll catch up with those next week… […]
I’ve got a lot of ground today, but I thought I’d start us out with solving a teaser pitch for you… you’ll see why I chose this one in a moment. Marc Lichtenfeld is out with a new pitch for a high-end Oxford Club service he’s launching called Predictive Profits ($1,497 “on sale” from $4,000, […]
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 […]
First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
Quite a week, no? As expected, my predictions about the election were wrong… and, perhaps more importantly, even anyone making a prediction about how the election returns were going to come out would have probably been wrong in guessing what might happen to the market in the wake of those results. I expected there to […]
This would have been a good week to take a vacation. Market soaring on Tuesday, market crashing on Thursday, but when we look back on the whole thing it almost evened out — any ebullience we might have felt in the up days was matched by the panic as the market crashed back down on […]
The latest teaser ad for The Crow’s Nest ($99) is focused on an area that I find fascinating, so I thought we’d dig into that one for you — Jimmy Mengel is pitching eSports as the next huge opportunity for investors, akin to getting in early as a team owner or investor in the NFL […]
I’m still able to generate some enthusiasm about specific stocks that I think are appealing enough to buy at these prices… but I find it very hard to be optimistic in a macro sense right now, it really feels to me as though the market is whistling past the graveyard and being far too sanguine […]
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 […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]
Another week of fussing about macro issues that we can neither control nor predict, what fun! The Federal Reserve did exactly what the market demanded in cutting rates, but the market was still mad because they failed to promise that they would give us each a pony. President Trump seemed angered by the lack of […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
Today we’ve got another spiel from the Motley Fool Canada to check out, all about a “next Netflix” opportunity… so what is it that they’re hinting at? Let’s start with a little look at the ad — here’s the intro that caught our readers’ eyes: “Discover Why Jeff Bezos is Dumping $970 Million into a […]
Is this the beginning of a 30-60% decline in the stock market? A correction to blow off a little of the excess in the valuations of growth stocks that’s almost over? Something in between? Nobody knows, and it would be silly to spend too much time guessing. We should be prepared for either — which […]
The ad we’ve been seeing recently from the Motley Fool for their Rule Breakers service is all about this “technology breakthrough” inside a “black box” that a Motley Fool analyst named Rex Moore found inside his son’s apartment — and this “little black box under his TV” that his son called the “heart of his […]
Yesterday we looked at the “one shot” heart disease biotech stock from Marc Lichtenfeld, who’s one of the group that Mt. Vernon Research is calling their “pit bulls” as they pitch the special report with some favorite picks from the gang. And lo and behold, they go on to tease a bunch of other investments […]
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Comments
I'm sure that's true to some degree, those two have tended to trade in unison most of the time, though ATVI got a bit ah...
I stopped out of ATVI a while back as the technicals started to weaken, I don't think the share price have to do much wi...
For who is interested, there is this Global X Video Games & Esports ETF that holds gaming stocks or with related exposur...
Hey Travis, great stuff. Regarding EA and ATVI, you didn't mention anything about the gaming platform cycle. I would h...
According to their website their shares are $1 ea. Teeka said the one he was recommending was .50 ea....
I don’t think gaming will dip that much when the pandemic is over, that trend of growth has been in place for a long t...
GBTC..was a much more Affordable way of investing in BTC. I bought 200 SHRS. in 4 lots of 50 ea., , at around, $8.75 ...
It's my understanding that the prototype battery recharges ea 1,000 miles for about 150 yrs...
Travis, since video gaming companies are very much in your radar, can you share initial thoughts on the upcoming IPO for...
Nice mate, i like EA and ATVI as well. Can you please update PDF format of Real money portfolio. Thank you!...
I think those are still in a strong cycle -- gaming is growing ever more important globally, and the big publishers are ...
Hi Travis, great read as always! You have talked about SE, and I wish I had jumped in after reading your piece a few we...
Ask if those gains promised are "cumulative gains"... a BS marketing term that presupposes that you put the identical lo...
The stocks they’ve teased with similar language in the past couple years have been TTD, Tencent and a few other gaming...
Hi Travis great write up as usual. Regarding your gaming plays i know you spread the risk by investing in activition...
Haven't seen the ad yet, so there may be more clues to feed into this -- but based just on those one-liners my initial g...
Same here in US, I am in Pacific N0rthwest (still Friday April 12); 13 year old granddaughter on youtube constantly, and...
@Lulu, my grandson, "11 in 2 months!", says he does not like EA's Apex Legends for several reasons; 1. same as Dave Heck...
EA is the first one among the three to have recently recover , soar up and that, over its MA(100). Short term profit ta...
I took a medium position yesterday. All else being equal, 25M players in the first 7 days is poised to become a (paying)...
I have been following gaming industry for a while, 2011 said to my parents to invest in Activision because video games a...
your pun made me chuckle :)...
.... so what is Bezos investing in? What's the next Netflix? EA?...
Didn't EA stock plunge some 13% just last week due to disappointing earnings AND the guidance for the next quarter? A co...
ALL-IN 4 EA...
If you listened to people last month you would have thought that EA was about to die, and that no one would ever be buyi...
My 10 yea old grandson plays Fortnite endlessly. I will ask his Mom and Dad - who works for Nike corp. if they know abo...
Regarding Tencent, they recently became parent company in Epic Games, a US company. My sons are both playing Epic Game...
The potential takeover company is Tibco Software Inc (TIBX). Tibco is a leader in the service-oriented archit...