Looking into a teaser solution for the Friday File
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Friday File: SUPRMAN Stocks Teased in “2023 Tech Melt” Promo from Luke Lango
Friday File: Selling Sigs, Buying Storage
Friday File: Warm Blankets and Rollercoasters
Updated buy levels for a bunch of Real Money Portfolio companies, including some big movers this week... plus one sell and two buys
34 Comments Read MoreFriday File: One Sell, Five Buys as Earnings Season Steams Ahead
Friday File: Doc’n the Box
A new $100K Lock Box purchase, an add-on in carbon capture, and more news from the Real Money Portfolio
25 Comments Read MoreFriday File: Quarterly Pressure on Small(er) Tech, plus a few buys and speculations
Roku, Fastly, Markel, Kambi, Boston Omaha and more are covered in my Latest thoughts (and buys and sells) from the Real Money Portfolio
29 Comments Read MoreFriday File: AdTech to the Lock Box
A new stock shoved into the lockbox, plus updates on DocuSign, Stitch Fix, Chewy, Dream Finders Homes and more...
22 Comments Read MoreWhat’s the Fool’s “Under the Radar” Gaming Stock being teased by IPO Trailblazers?
Friday File: $30 “#1 Crypto Stock” Pitch… Plus Quarters from Fastly, Cloudflare, Roku, WESCO and more…
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, […]
15 Comments Read MoreFriday File: New SPAC, Annual Review pt. 4, and more…
Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]
45 Comments Read MoreLarge FSLY drop
First time poster here. The last 2 days saw Fastly drop a ton, but other than the sector being down, there doesn’t seem to be a good reason for the large drop. What would be a good entry point?
9 Comments Read MoreFriday File: Annual Review Part Three
More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...
50 Comments Read MoreFriday File: Dreaming of NVR
Adding an IPO to the Real Money Portfolio, plus several other small buys and updates on Boston Omaha, Fastly, Power REIT and more...
35 Comments Read MoreTop Teaser Stocks of 2020
Friday File: Time for Cows, not Horses
Narratives and emotion drive the market in the short term, so last week we saw the tech stocks and COVID winners take another surge higher, perhaps in some surge of “election finally done” relief or just from the indications of a likely split government ahead… this week, some combination of Joe Biden’s election victory being […]
32 Comments Read MoreFriday File: Earnings and Elections
Watching the electoral tumult, but focusing on updates from The Trade Desk, Roku, Avalara, PAR Technology, Tiptree, Innovative Industrial Properties and more...
19 Comments Read MoreFriday File: This, Too, Shall Pass (but first, let’s buy some stuff)
A few sells and buys in the Real Money Portfolio as earnings season kicks into high gear, plus update on Apple, Amazon, Berkshire Hathaway, Fastly, Teladoc, Markel, Goosehead... and a dozen others.
20 Comments Read MoreFriday File: A Richer Crown, A Missed Fast Stop, and a Subversive Pot REIT
Earnings season tends to start a little slow here at Stock Gumshoe, since I don’t own many of the stocks who report early — we had Intuitive Surgical (ISRG) last week and cell tower REIT Crown Castle (CCI) yesterday, but things will heat up in a big way next week, when I’ll have about a […]
25 Comments Read MoreCabot’s “Almost Perfect Stock”
What's Cabot Growth Investor hinting at as the "the perfect stock in these times of social distancing, working from home, telemedicine, and remote learning?"
6 Comments Read MoreFriday File: Shaving Momentum (but not too close)
Checking in on Fastly and The Trade Desk after a wild week, plus thoughts on Intuitive Surgical, Medical Properties Trust and more
11 Comments Read MoreFriday File: Is the Shaq SPAC the Last Straw, or the Straw that Stirs the Drink?
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 […]
21 Comments Read MoreThree Founder-Led Stocks Teased by the Motley Fool
Friday File: Overvalued Holds (and a Sell), plus more Video Games
Friday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions
A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...
29 Comments Read MoreFriday File: Valuation Fears, GAN, and some New Speculations
Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...
46 Comments Read MoreFriday File: Mostly Boring Real Estate Stuff This Week, Sorry
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
31 Comments Read MoreFriday File: Earningspalooza, with a half-dozen buys and sells
Friday File: Bright Screens, Streaming Wars and Palantir Profits
A vacation sendoff that includes a new buy, some thoughts on screens and streaming, and a couple sells in the Real Money Portfolio.
21 Comments Read MoreFriday File: A Light Trim for the Flyboys?
Shifting the portfolio a hair to move speculative "cloud" profits into more stable names... plus thoughts on gold, Berkshire and more
19 Comments Read MoreResearching “Atlas Technology” … What’s Manward’s “Must Buy $5 Tech Stock?”
ANy info on NEXCF?
Friday File part 2: Nibbles and Two Watchlist Additions
I shared part one of our Friday File with you this morning, when I took some time to dig into a nanocap idea being teased by Keith Schaefer, so part two will be a little more brief… just a few quick notes about things of interest this week, and some minor moves in the Real […]
28 Comments Read MoreFriday File: A New Arbitrage, More Gambling, Royalties for the Watchlist, and Bubble Thoughts
I feel very cautious, yet also bought four new positions this week in the Real Money Portfolio...
36 Comments Read MoreFriday File: A New Gambling Client, Quarters from KEYS and OKTA, and a 5G Check-in
Friday File: Buys on the Edge, plus a look at Dividend Growth and Compounding
Updated buys and sells in the Real Money Portfolio, plus notes on SE, CCI, NVDA, MPW, FSLY, NET, ROKU, BAM and more...
29 Comments Read MoreWill “The Edge Eat The Cloud?” What’s being teased by IPO Insider?
Friday File: A Hodgepodge of Earnings
Quarterly updates and some transactions on the week, including notes on GAN, PAR, ATVI, TTD, ROKU, FSLY, SHOP, AMZN, BOMN, BRK-B, AAPL and more...
36 Comments Read MoreFriday File: Cheap Insurance and Expensive Silver
Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
17 Comments Read MoreA “Rule Breaker” and some “Cloud Disruptors”… A Smorgasbord of “Secret” Fool Picks
Checking in on a new teaser pitch from Tom Gardner's Motley Fool Cloud Disruptors 2020, as well as a "recent IPO" spiel from brother David Gardner's Rule Breakers newsletter.
36 Comments Read MoreAre the Fool’s “FAZER” stocks “The Next FAANG?”
What are the "if you missed Netflix, better buy this" stocks teased for the Motley Fool's presentation tomorrow?
56 Comments Read MoreFriday File: Annual Review Part Five
More Real Money Portfolio re-analysis, including thoughts on Okta, DocuSign, Fastly, Elekta, Wrap and more... plus a new one to watch
6 Comments Read MoreAnnual Review Part One
Kicking off the Real Money Portfolio annual review with a few new buys, plus looks at MTG-B, ALS.TO, IIPR, MPW, SPCE, WRTC, IQ, NVDA, KEYS and more
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Travis, I suspect you are ahead of me on this, but for the benefit of the rest of us, the MF group put out a "buy" on S...
@Travis Johnson, Stock Gumshoe Travis, hope you can cover a little bit on FASTLY (FSLY) in this weeks Friday Files? ...
Too many turkeys I bought his year - ZM,LMND, FSLY, SKLZ, TDOC, STNE, PAGS, BOMN, DMTK -- bought many of these in Q1 at ...
ZM? LMND? FSLY? I am so done with MF recs this year. And just in case anyone in Travis' world is considering MFWM (Motle...
Fastly is a tough one, they don’t have the new product ambition of Cloudflare but their Edge network is better for som...
On a side note, does anyone know why CLOUD related stocks took a hit yesterday i.e. FSLY, NET, TWLO, TTD, TDOC, DOCU etc...
With the recent drop in FSLY, do you feel it is worth adding more of it to the portfolio? I feel they are a great compan...
I'm not understanding the current price of FSLY in your spreadsheet....
The most immediate reason was their earnings report — which was excellent, but included a forecast that was less optim...
Games going on GME - and the short / Reddit battle. Any thoughts on this battle/'war zone. The reason I ask as it lo...
Stocks in Vankatsan's spreadsheet are all current. PM does sell and re-purchase same stock, for example, TSLA and FSLY w...
Haven't seen this ad recently, but we did cover a RiskHedge pitch about Edge Computing back in May that I determined was...
Thanks... and welcome back!A) I don't like the idea of being "all in" on a stock -- the world is not so binary as th...
Buy back FSLY, sell NVCR for Paul's TM, and sell WMG for IPO, this morning....
Thanks Travis and happy Friday. I too added a little CCI yesterday and sold FSLY for a tiny loss. I was too greedy this ...
Another good interesting write up Travis, thanks one more time. I used to pay for Cabot way back when, but lost touc...
Travis, One thing I didnt see mentioned that I believe hurts Fastly in comparison to the other CDN providers is their la...
Actually, being down about 25% makes FSLY a more reasonable buy in terms of valuation. And it sounds like the drop is h...
True Momentum, sell FSLY today...
True Momentum recent buys, LSPD, FSLY, UPWK, QDEL...
A 12% drop in revenue hardly deserves 30% drop in stock price. Or maybe price just gone up too fast this month for FSLY....
Dear Travis, As I predicated, if FSLY gets 12% revenue from TIK TOK, any things happens to Tik Tok, FSLY will be affec...
There is no question the cloud companies are the hot ticket right now.My concern is they are in a VERY competitive m...
I'm betting they have plugged into Ophir Gottlieb's research service, CMLviz.com . Personally think any trader or inves...
Last two in TM were FSLY and LMNX. FSLY he bought at $84, LMNX at $36. I like both of these a lot and they are less risk...
The stocks that I own in “security” are not really just cyber security stocks — I’ve always had trouble trying t...
Distributed Cloud Processing - Edge@Computing —> FSLY ?...
Aloha I also bought those, and do feel a little slighted. I have been happy with rising stars 2020, and will be renewi...
Could be, that was certainly a nice selling point in retrospect. TikTok was 12% of FSLY revenues, so was a big chunk of...
Travis, What will happen to FSLY ? Look at this way for sure TIK TOK will be out US market, if FSLY still works with T...
I'm watching $65 as a warning sign if it keeps falling, but did nibble a bit more around $80. Really trading (only some...
Travis, I sol d all FSLY with a lot of capital gain. I use the money to load up MSFT. IF, it is a big if, MSFT buys o...
Hi Travis, a very interesting article FSLY was overpriced when I discovered it and bought LLNW. My exposure is 6.4% an...
I thought the stocks in the first tier were not going to be multibaggers any time soon as well. I only considered buying...
I got nervous and sold Fastly #FSLY at $82.50 near the end of today's trading. Now is probably a good time for everyon...
Ditto on a great newsletter. It is a great service to us investors. I have not yet but will very soon be a paid subscrib...
FSLY has been on FIRE !!...
Travis, I love this site and greatly appreciate your advice. I have bought both GAN and FSLY based on you site and hav...
Hi Travis; Thank you for Fastly #FSLY another rocket that you bought in the Real Money Portfolio. I hope I am not puttin...
Yes Fsly. You are so lucky Travis. I keep bidding it low and no luck so far! I think I’m going to have to bite small ...
I went with you on FSLY, Travis. First in Feb. and then lost confidence and sold early for a small profit. But I was a...
Of FSLY? Added pretty steadily from February through May, but haven’t added since May 21....
Travis Johnson: Off topic, but I wanted to congratulate you on your FSLY investment. I am very happy for you. You deserv...
Travis: Off topic, but I wanted to congratulate you on your FSLY investment. I'm very happy for you . You deserve it....
YASSSSS!!!! Thanks for the share mate!! Most of the picks I expected....and guess the FAANGs will be out in force! Surpr...
Hi Travis; minor typo in the write-up 'but AKAM, LLNW, FSLY and CDN would make up most of the list for the “pure pla...
Hi Travis, I was looking at only cash and cash equivalent line of the balance sheet but you are correct...
Fsly has twice the debt of their cash where as Net has no debt...
I've been looking at Travis Real Money Portfolio more closely since end of March, than last couple of years, FSLY on m...
APPN is a software . FSLY and NET these two are CDNs which are network of servers housed in data centers . APPN is highl...
M. Fool when defining differences: NET offers more service, like domain hosting, website optimization, firewall, etc. ...
The Fools were still very bullish on FSLY a couple of weeks ago and they said they use Fastly in their business - to sp...
A while back Motley Fool came out with a list of 5 stocks to buy now. FSLY was one of those in the high teens. It sudde...
Wow Travis, you must be pinching yourself everyday. Now it's #IIVI up 20% in after hours trading. Last week it was #FS...
Trade Note:This is a fairly minor shifting of the deck chairs on the good ship Gumshoe, but it does involve a meanin...
Great job as usual. Stock Gumshoe is the biggest bargain in financial commentary. Like you I’m intrigued by Fastly (...
F is Fastly (FSLY)...
(FSLY) - operates an edge cloud platform for processing, serving, and securing its customer's applications. The edge clo...