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
Two of our companies got some good news on Monday, Brown & Brown (BRO) and Match Group (MTCH) will be joining the S&P 500 index, along with Ceridian (CDAY), replacing Unum Group (UNUM), NOV (NOV) and Perrigo (PRGO), which will be bumped down to the MidCap 400 (I don’t own those other four, to be […]
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… […]
Today I’ll start us out with some relatively minor updates on Real Money Portfolio companies, then I’ve got a new stock for the $100K Lock Box to talk about. Chewy (CHWY) Chewy (CHWY), everyone’s favorite online pet food and accessory retailer, had yet another strong quarter as, believe it or not, those people who rushed […]
The Motley Fool sent out another internal tease in their Investor Digest this week, as a pitch to upsell their readers to Tom Gardner’s Discovery: IPO Trailblazers service ($1,999/yr, no refunds)… so, naturally, we wanna know what it is, right? We’ve covered this IPO Trailblazers newsletter a few times — it was started as one […]
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, […]
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 […]
Large FSLY dropFirst 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?
I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]
Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]
Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]
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 […]
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 […]
Kind of seems like everyone wants to run away and hide until after the election, no? I can’t emphasize enough just how happy I am that this will all be over a week from now… or, at least, that the voting and the initial results will be over, I hope the polls are correct and […]
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 […]
Today I thought I’d take a quick look at the “you must add it to your holdings now” pitch from Cabot Growth Investor ($497/yr) — the ad is worded quite similarly to past ads saying that they expect a “double in the next 12 months” from these folks, some of which have worked out well […]
So what’s happening this week? We inch closer to the election, and to what I continue to expect will be a relief rally no matter how the results come out — the last time I was this eager for something to just be over was probably when I made the mistake of watching The English […]
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 […]
The Motley Fool is out with yet another “upgrade” portfolio service in their Discovery series… this time, Tom Gardner and the gang are flogging The Ownership Portfolio, a service that aims to recommend the best founder-led stocks in an attempt to find their next Tobi Lütke, Reed Hastings or Jeff Bezos. As with most of […]
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 […]
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
Every once in a while I cite the DALBAR studies, or other indicators and reports that can serve as reminders that each of us is his own worst enemy in the market — and there was another such release of data this week. Vanguard looked at the small subset of its investors who were active […]
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 […]
It’s been almost three weeks since I last dug into the Real Money Portfolio and shared my updated thoughts… and a lot has been happening, with earnings reports and other big news from a lot of Real Money Portfolio stocks, so buckle in and I’ll try to at least hit the high and low points […]
Vacation time! This is your last Friday File of July, I’ll be off for two weeks to spend time with my family, and Stock Gumshoe will mostly be in hibernation during that time. Yes, that’s the same family I’ve been holed up with 24 hours a day for the past four months… but for the […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
Pretty much everyone who’s trying to build a large-scale newsletter issues proclamations like “stock of the year” and “stock of the decade,” since such claims get attention… after all, attention is the currency of the online marketer. So we’ll take this with a wee grain of salt, but here’s the beginning of Andy Snyder’s latest […]
Much appreciated if you know anything.. Canadian company B
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 […]
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 […]
We saw a big recovery over the past week or so from those cyclical stocks that were hurt by coronavirus, as the excitement about reopening and vaccine development sends people out of direct beneficiaries of the outbreak like Teladoc (TDOC) and the stuck-at-home names and into the stocks that were most hurt by the shutdown. […]
Sea Ltd (SE) is the stock I spent most of my time writing to you about last week, and they reported strong first quarter earnings on Monday. As expected, they saw some acceleration in users and revenue as the coronavirus began to impact Southeast Asia in March… and some indications that April represented even stronger […]
A reader sent me a question on a topic that interest me, and he referenced a teaser pitch from Justin Spittler for his IPO Insider ($2,997/yr), so that caught my interest… His actual words were, “any chance of sleuthing these 2 edge computing companies?” … so that’s the goal today, but I’ll also try to […]
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 […]
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 […]
The Motley Fool put together a new push for Tom Gardner’s “no. 1 technology investment” late last week, including yet another “presentation” with Tom Gardner, Eric Bleeker and Tim Beyers, so we’ve gotten quite a few questions… and I also got a few other questions this week about a David Gardner teaser pitch, so we’re […]
We’ve had a lot of questions pop up over the past couple days about the Motley Fool’s “FAZER” stocks, which will apparently be the focus of a “special presentation” they’re making tomorrow morning. The gist of the email, which comes from Eric Bleeker, is pure FOMO — it triggers all the feelings of angst in […]
Earnings season is winding down, with only a few of my larger holdings yet to report, and so is my Annual Review of all of the stocks in my Real Money Portfolio — so I’ve got another installment of that for you today, sharing my updated opinion on a bunch of holdings (including a few […]
Today I’m starting my Annual Review, during which I take a (hopefully fresh-eyed) look at every stock in my Real Money Portfolio and update my opinion for you (and, frankly, for me, since it’s a good exercise). Some of these stocks pop up in my writing practically every week, but for others where there might […]
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
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...