Topic Archives: Greenlight Capital Re (GLRE)

Well, today I did what Tradestops told me I should have done a couple months ago: I sold the rest of my Greenlight Re shares. Greenlight Capital Reinsurance (GLRE) is a Caymans reinsurance company Chaired by David Einhorn, the famed hedge fund manager. Its primary reason for being is to give Einhorn a large “captive” […]

I’ve got a biotech teaser solution that might make you smile a bit, particularly if you’ve been following Dr. KSS’s articles and discussion threads, and then several holdings that reported recently to update my thoughts on a bit — including at least one that I’ve bought a little more of following earnings results. The tease […]

All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]

I’ve got a big ol’ pile of updates and thoughts about a dozen or so companies to get to, but we’re going to start with a teaser solution today. Paul Mampilly of Agora Financial’s FDA Trader apparently sent around a teaser note to his own subscribers (I say “apparently” because I’ve only seen the cut-and-paste […]

This appears to be the “hot” story of the day, given the number of alert Gumshoe readers who have been forwarding it along (you can always submit your teasers, too, or forward them to ILoveStockSpam[at]gmail.com — the more the merrier!) — it’s from Wall Street Daily and is selling their Publisher’s Series as a quarterly offering […]

I’ve been putting out my updated thoughts on each of our Irregulars spreadsheet companies (mostly past “Idea of the Month” stocks) over the last couple weeks, and now that I’m done looking at all of the “Speculations” on that list I thought I should combine them into one document to make it a bit easier […]

Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]

Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]

I just added to my holdings in Greenlight RE (GLRE), which was featured as our Idea of the Month recently. Why? Mostly because the stock is a little cheaper, and other insurers are starting to indicate that they’re hurting when it comes to their investment returns — the most recent warning was from a different […]

Comments

  • Travis Johnson, Stock Gumshoe

    The stock they pretty regularly tease they've bought "$523,111" worth of is Arista Networks, FYI (I've covered that seve...

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    Tom Gardner sent out WIX as a buy last Wednesday....

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    Quite a few; but WPRT is a huge loser that stands out....

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    Thay called me a motly fool back in 1991 when Thay asked me what stock would I invest in I tould them penny stock Thay...

  • Travis Johnson, Stock Gumshoe

    Different ad, though they used some similar language -- this particular pitch was definitely about Berkshire. Arista Ne...

  • Travis Johnson, Stock Gumshoe

    Thanks, feedback always appreciated — it doesn’t have to be negative :) I do have a lot of respect for the Gardne...

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    I have been so well served by TMF that I have to state my positive bias, since others have stated their negative bias. F...

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    I agree. No to Namaste. There are better places to invest. I just consolidated 18 positions into 13, and have substan...

  • Travis Johnson, Stock Gumshoe

    That's the subject of today's new article, you can find it here: https://www.stockgumshoe.com/reviews/motley-fool-stock-...

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    You see, renowned investor Tom Gardner (whose investing newsletter has been reported in The Wall Street Journal as one o...

  • Travis Johnson, Stock Gumshoe

    I haven't seen an ad to that effect recently, though I know Tom Gardner and many at the Fool have been big fans of Marke...

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    Thanks for brightening everyone's day, Alan! :) I've been watching MIDD for a year after hearing about it from the Fool...

  • Travis Johnson, Stock Gumshoe

    Ah, could certainly be a better match -- hadn't thought of the motorcycle end of things, thanks. FYI, the Fool disclosu...

  • Travis Johnson, Stock Gumshoe

    I have not looked at that one in a long time, but it was a legitimately spectacular pick from Tom Gardner many years ago...

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    Have you seen the teases for this "up and coming supertech stock" that Tom Gardner from The Motley Fool is pushing?...

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    I subscribed to Hidden Gems from 2006 to 2010, just over four years. I recently let the subscription lapse when my credi...

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    I do remember that one -- ouch. Not the Stock Advisor newsletter, I guess, so technically not on this exact same \"sign...

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    What about SCSS which Tom Gardner made his Hidden Gem star by recommending it FOUR times over a period of time somewhere...

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    David and Tom Gardner are sincere and sometimes even right about their picks. They do push for subscriptions. Understa...

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    I recently renewed my subscription to 'Stock Advisor' and, yes their self promotion and continual long and sometimes (of...

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    Oops -- thanks for the catch. I'll fix that next time I update the spreadsheet. Yes, BWLD has been quite a winner for ...

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