I have a little hodgepodge of updates and thoughts for you today about a few of the companies I own or have covered for the Irregulars… no real changes in my personal portfolio this week, though I have boosted cash reserves a bit by trading parts of a couple equity holdings for call options going […]
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Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]
Every year, I scroll through the last twelve months or so of teaser picks and look for one that really stands out as the stinker of the bunch, to be called the Turkey of the Year and hold that place of honor at Thanksgiving time. Hopefully, we can all give thanks that we didn’t own […]
I’ve got a teaser solution writeup for you this week too, a little stock, but I’m still working on that and I’ve got some other Friday thoughts available for you now, so we’re going to split your Friday File into two pieces today. I’ll send out part two after the market close, since it’s about […]
Before I get into a bunch of updates for companies I follow and/or own, with some good news and some bad news, I do have a quick teaser solution to toss on the fire for you… This one I got late today, and it’s from the Oxford Club’s Dave Fessler — he’s pitching his Oxford […]
A fairly quiet week in Gumshoedom — we’ve also got a new column from Dr. KSS today, which you can see here, and what follows is my “Friday File” thoughts on a few investments I’ve written about recently. I spoke with Sven Weber, manager of the SharesPost 100 Fund (PRIVX) on the phone earlier this […]
A few relatively brief things for you today — updates on the flailing ICON and the high-yield MPW, and a few thoughts on “macro” panics in the market. First, the ugly — checking in on Iconix (ICON), which I last looked at a few months ago. The stock has gotten cut in half just since […]
We’ve been on strange schedules here in Gumshoeland for the last two weeks, and during that time we’ve seen a large number of quarterly reports come through that deserve some attention or comment… as well as a few other notable news items that I feel like I should pay attention to. And, of course, we’ve […]
Make sure to read the comments following this article — big news (possibly bad) came out on the company and the stock dropped sharply the evening after I published this article, I’m still digesting the news and will probably share additional thoughts in the near future. If you’ve been reading Stock Gumshoe for long, you […]
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Market Trends Toward New Normal in Halozyme Therapeutics, Fitbit, Iconix Brand Group, Leap Therapeutics, LightPath Techn...
Most Excellent Stock Gumshoe I would like to invest in distressed stocks (looking at your past turkey ICON for one). Wh...