I pull together these thoughts for the Friday File throughout the week, and sometimes that means I end up feeling almost bipolar — the market sentiment on Monday was so wildly different than the sentiment this morning that our emotions can get a little whipsawed. Which means, of course, that I should be tuning down […]
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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 […]
It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]
The lead-in to recent Stansberry’s Investment Advisory pitches ($49 first year, renews at $199) is one of those “the wealthy are screwing you over” bits, inspired by recent reports about tax outrages: “You probably saw the news this week about how billionaires like Jeff Bezos and Elon Musk have paid nothing in federal taxes – […]
No real buying or selling this week… a peaceful few days of zen-ful “don’t just do something, sit there!” as we head into the holiday weekend. But I do, of course, have some updated thoughts and news items to share. Boston Omaha (BOMN) Boston Omaha’s (BOMN) earnings finally got restated and released, with adjustments being […]
And a few quick notes of much less consequence… PAR Technology (PAR) announced a new customer for their Data Central product, which is their back-office software for chain restaurants (inventory, scheduling, etc.) and used to be called Restaurant Magic — and I’m not sure why. This is a tiny deal, with DiBella’s Subs… that’s […]
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 […]
Markets are people, and people overreact — bull markets get too excited and people pay irrational prices for popular stocks sometimes, and bear markets get too fearful and people sell regardless of company fundamentals and drive prices down to silly levels at other times. We can come up with some assessment of what we think […]
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 […]
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 […]
The Motley Fool in recent weeks has been ramping up their teaser pitches on the weekend over the past few weeks, sending quite a few questions our way — most of these have been pitches for their higher-end portfolio services like the various Extreme Opportunities services, and that’s also what has caught our eye this […]
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 […]
There’s a new version of Stansberry Venture Value’s big “SaaS” pitch making the rounds recently, similar in many ways to the previous versions that I looked at last February and September… so I guess it’s time to take another look and see if the same stocks are still being teased, and whether we can answer […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
Happy New Year! The fact that this week’s portfolio moves included a little stop loss selling and some nibbles in asset management, insurance and music royalties probably tells you all you need to know about how cautious I feel to start this year… though, as always, I try not to have my personal sentiment drive […]
As we close in on the end of the year, with the market still rallying so fiercely, I’ve begun to think about risk management a little bit more — I’ve been using the stellar performance of many of my options speculations this year to take profits and “let out the steam.” As I see it, […]
We won’t be posting a Friday File next week due to the Thanksgiving holiday, and publishing will be light in general for the next few days for the same reason (though we will, of course, feature our annual Turkey of the Year) … so perhaps you can take some solace in the fact that this […]
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 […]
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 […]
Interest rates will be near zero for three more years now, we expect — that’s the basic takeaway from the Federal Reserve’s press conference this week. So what does that mean? In order to make money to meet their future obligations, retirees and pension funds and other investors have to take more risks. That’s ugly […]
I’ve gotten a pile of new questions about Stansberry Venture Value this week, all relating to their pitch for some cloud SaaS stocks — and I found the first pitch about these stocks pretty compelling back in February, and even ended up buying two of them, so I thought it would be worth digging in […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
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 […]
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 […]
Yesterday we looked into the first “Hidden SaaS” cloud software stock hinted at in the ads for Stansberry Venture Value, and today, as promised, we’re on to number two… there’s also a third one hinted at, but the clues are pretty sparse on that one (so no promises). Let’s just jump right in — what […]
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Comments
My opinion on GAN hasn’t changed, but it does get bounced around a lot as investors look for the hottest gambling smal...
This might be off-topic, but I think Cree, Inc. is an interesting play on EVs. They've sold their LED division, and will...
No comment, just a note that Arora just removed GAN from its Core Model Portfolio, while leaving it what is a kind of se...
Navitas is an interesting semiconductor company in the GaN sector. It looks like they are about to go public thru a SPAC...
Thanks Travis. I have quite a few shares of GAN. Will check out the other 2....
Flutter and Draft Kings are the brand leaders, by a long shot, and sometimes those stocks in fast-growing industries are...
Excellent analysis as usual Travis. Among GAN, Draftkings and PDYPF, am I right that you think GAN is a better value n...
Ouch, hope whatever you're into next works out for you. We each need to have some kind of discipline for our trading, a...
Would be great to get your take on the big dip GAN is taking after 2020 earnings report. Seems to me that 2021 revenue ...
I've been stopped out 5 times over the last couple years with GAN, each time lower and then I go back in. This time I ha...
Travis, thank you so much for all of your insight here. As a newish investor, you have helped me immeasurably. I'm won...
Hi taogal. GAN is still in the portfolio, no changes recently. Nothing specifically going on with the company that I'm...
Hello, New member here, very recent (flailing) online investor - and this is my first post. Thanks, so much, Tr...
Salient to the gaming stocks discussion, I bought SGMS around August of '19, on the recommendation of John Del Vecchio. ...
how much did you pay for your GAN if you don’t mind ask ? Im new to stocks so not sure if that is a proper to ask ...
Same here. 3000 Acuif has made quite an addition to my portfolio. As always with winners, wish I had bought more. Found ...
GAN is an interesting little story too, it was on the verge of being sold for parts a few years ago... and then rejuvena...
P.S. GAN ltd, did, however....
It - GAN - was trading at 2.6 in October. Huge run up which I don’t like. Maybe Fool is front running?...
I got GAN too! Pretty confident!...
I received that one too and have researched it. I've come up with GAN. Although in one of the Fool's articles, they don'...
The reay play here seems to be Skywater, which is owned by Oxbow, neither of which is public. Go back to GAN :p...
Hi gun341, I discovered GAN with Stansberry but get never in as I didn’t find the right entry price, which was adjuste...
New to Gumshoe. Was listening to the Fool live back in Dec and one of the analyst pick Gan as 100 bagger and Kahoot ...
If you like GAN you will love the ‘about to be Nasdaq listed’ GMGI. Same model but underpinned by Asian gaming and n...
just checked out the stocks at Simply Wall to see if they are over- or undervalued. There seems to be a nice upside pote...
Last year in January Venture Value recommended the following three stocks: PAR restaurant software, GAN online sport be...
I bought some GAN a while back, and while it sputtered at first, it found its footing and I'm up a nice 30% since Octobe...
Hi Travis, I noticed GAN stock price went up nearly 10% at 3:24 pm today. (I was about to inch up my buy limit price...
Rush Street is likely to be bigger and a little cheaper at this point, given what we know from the initial SPAC disclosu...
Travis, thank you for keeping us safe from snake oil salesman. My Turkey of year is Gan Limited. It is down 25% to date....
Would anyone like to weigh in on BALY vs GAN? It seems that Bally's Corporation acquired its own sports-betting platform...
Thanks Travis for the detail and insights as always. Are you going to be providing a write up at some stage on GAN earni...
Travis- Thanks on the review. I have been an irregular member of the Stock gumshoe for a couple of months now and today...
More volatility for GAN today as they announce a new "brand name" connection for one of their existing deals in Michigan...
I'm a middle aged white guy who is retired with a good pension (unfortunately not a multimillionaire) so it seems over t...
I remember. I actually microdosed more on GAN also and have bought 3 batches all the way down. Now I am not sure I will ...
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...
I have the same question... GAN is triggering my stop loss almost every week....
Travis. I am still wondering about GAN. Comparing with Drafting, GAN has been extremely underperforming. Do you think GA...
thanks for the analysis of GAN and MPW. been watching MPW. need to bring at least a little optimism to my outlook so i...
Greatly appreciate you revisiting your $GAN and $MPW thought processes. I had been micro-dosing GAN lately on its way do...
After selling out a couple of months ago I started buying last week and this week. News hit that GAN is NOT part of the...
I'm putting together my thoughts on GAN, and will share today or tomorrow once I've made a decision, but in terms of the...
I’ll be darned......on my way out of here after “joining” I fell right into the above response on GSHD where at th...
I already. Posted above on GAN aGAiN and forgot to “join thread”....
Symbol Quantity Opening Transaction Date Opening Transaction Price $ Opening Transaction Net Amount $ Closing Transacti...
Hi Travis, Today GAN hit your stop loss. Did you sell or decide to hold?...
Last time I wrote anything substantive about Tiptree was here, about a month ago: https://www.stockgumshoe.com/2020/08/f...
Any updates on the outlook for $TIPT? I've been micro-dosing recently as the price descends to $5/share, I believe you s...
I doubled up on GAN yesterday when it was 5% down, it closed 10% down. I’m not very good at this. Travis you have a st...
Travis, any idea what cause GAN to drop 9.5% yesterday? Maybe this could be an opportunity to enter?...
What is happening to GAN lately? I can't find any news that causes its decline....
Fessler's "linchpin" 5G tease is not about GAN, it's about Inseego (INSG). Covered ...
David Fessler of "The Strategic Trends Investor" newsletter calls GAN the "Linchpin of the $11.2 Trillion 5G Revolution"...
Somebody "famous"(?) for his rare, but incredible stock picks picked GAN as his "stock of 2020". I'm sorry for "teasing"...
GAN still held in Stansberry Moonshots...
Thanks. PAR was around $28 when I first covered their pitch, though thankfully I was really digging into it in March so...
Stansberry is in PAR at $25.63. They recommended it on 5/20/19 and say buy up to $35. Could've got 'em a lot cheaper t...
Thanks Travis. I bought a small position in RPRX at $42 this week but in light of what you say I will probably wait unti...
I added to my position in GAN on Monday (the 24th) when it went even lower. I snatched up more shares at $19.75. I fu...
Still a buy for me near $20-22, though I haven't added since I bought in June. I ...
GAN looks tempting here. I’m considering selling a couple of Sept 17.50 Puts. Wouldn’t mind getting assigned the sha...
It’s one of the hiccups.....when it changes directions it sometimes is in chunks. I bought a put for this correctio...
Great write up man, thank you so much. I have been looking at Stitch Fix a lot lately and plan to jump in very soon....t...
Hello Travis, amazing read. I love that we got into SE at about the same time even though I only read your thoughts on i...
My friend and her sister both used Stitch fix before. She said they liked it. With covid changing the way many companies...
Travis, any thoughts on $GAN recent disclosure that fanduel will no longer be a customer as of August of 2021? I'm sure ...
My guess is that this is just sentiment about sports -- GAN is levered to NFL betting and the rapid expansion of sports ...
Can anyone explain the recent action in GAN? This stock has been nothing but trouble thus far?...
Not yet, their financials are a lot less appealing than GAN and Kambi... there is strong growth and a strong brand, but ...
Travis, I love this site and greatly appreciate your advice. I have bought both GAN and FSLY based on you site and hav...
Travis thank you for finding $GAN and your continual research with it. In regards to their new mystery customer I was wa...
Trade Note: Another Gamble Following the slightly disappointing earnings report last night that was really just in ...
I have subscribed to Dines and Motley Fool and by far this is my best investment. The articles are well written and ...
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. ...
It's an interesting space. I own GAN in decent size. We did a report on the company and plan to cover them going forward...
Any thoughts on GAN yet?...
Hi Travis quick quesion on my GAN shares, they went to zero in my brokerage account on the day of conversion but haven'...
The valuations are pretty challenging for all the "new" players like DraftKings and GAN, but that doesn't mean they'll s...
Yep, a day before I expected -- they priced the offering at $8.50, I was a little disappointed they didn't raise that bu...
Looks like today's the day :-) my GMMNF converted to a holding ticker in my Etrade account. GAN was on Fox Business a...
Should be an interesting week. The announcement of the roadshow and schedule also included some basic numbers from thei...
thanks,Travis. The listing date for #GAN is Wednesday May 6th...
hi Travis; I realize that #GAN will be listed any day now but wouldn't it be better to buy #GMMNF before the new listin...
It will trade normally like any other Nasdaq stock once the listing goes through, in the next week or two -- ticker will...
I may have been over-thinking it, but was looking at gallium-nitride (GaN) technology markets. Seems like this may be t...