Choose Your Own Adventure!
(A) NVIDIA is Killing it and Earnings Will Explode
(B) History Says This Won't End Well
(C) All of the Above
Articles
Friday File: WTF, NVIDIA?
Friday File — WESCO, Icahn and more…
Reveal: Tilson’s “#1 Whisper Trade for 2023” (plus four other “Whisper” buys)
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Friday File: What’s up with this Bonkers Banking Week?
Some thoughts on banking and other rate-sensitive businesses, as cracks begin to widen... plus one sell and one buy in the Real Money Portfolio
15 Comments Read MoreFriday File Part Two: In Other News
Musing on the debt ceiling, a marijuana update, and more from Porter Stansberry
13 Comments Read MoreFriday File: What To Do With Brookfield?
It’s not a pretty week, even if you ignore our wintry mix of ugly weather here in New England. We’re getting more news about relatively weak retail sales this holiday season, along with persistent but declining inflation and another interest rate increase from the Federal Reserve. As was quite clearly telegraphed in recent weeks, the […]
24 Comments Read MoreChina, Berkshire, and some Portfolio Updates from the Rich and Famous
Fine, call it a "Wednesday File" -- 13F updates, a couple companies that jump out, and some thoughts about the market's vibes...
17 Comments Read MoreCan you really “Buy Lyft Stock Before the $23 Billion IPO?”
What's being teased by Ian Wyatt as a back door into the year's hottest IPO (so far)?
40 Comments Read More 
Ichan Enterprises
Carl Icahn is giving investors the option to take his unit share payout as stock or Money per share. As an older investor I am trying to decide which is the better choice. I don’t use the dividend now and am trying to prepare for the future with the use of dividends. It is not […]
Leave a comment Read MoreWhat’s the “Public Hedge Fund” With a Tax-Sheltered 5% Dividend?
Bryan Perry’s “#1 recommendation pays over 20%”
Sniffing out a high-yielding refiner from the Cash Machine newsletter teaser ad
28 Comments Read MoreNick Vardy’s “Never-Wrong Indicator” Predicts Dow 15,000 by October
Looking into three picks teased to profit from the move, from Alpha Investor Letter
7 Comments Read More“The Mt. Kisco Society — Secret Society #2”
So here we go again — I’ve already had a few readers trying to beat me to the punch and figure out the other four “secret societies” teased by the Porter Stansberry Investment Advisory, and this particular one, secret society #2, was suggested by a couple readers. Of course, they didn’t all agree on what […]
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Comments
I sold IEP in Apr of last year. However prior to that for a number of quarters, the default for dividends was payment in...
FYI, Porter Stansberry had an interesting take on the IEP fight that he posted publicly (apparently he recommended the s...
Fine work on IEP Travis, a magic carpet that flies above the clouds of realistic NAV vs. EV with market valuations, su...
I don't generally send out a "Trade Note" when I make a small options move, but since this is a position I've mentioned ...
Wildly different strategies, but here's what I think: Icahn has more of an opportunity to do something big and splashy,...
Travis, very interesting article as usual. Re. Ackman and Icahn, if you were deciding between the 2 of them now, which ...
Hi Travis, your mention of IEP got me doing some preliminary research on income stocks. This is an area I have avoided ...
Looks like Carl Icahn (IEP) ...
And, IEP also pays a hefty 10.8% dividend!...
Yes, Lyft has been pretty liquid for a while and has a bunch of backers who might benefit now, though IEP has a lot of l...
IEP has a nice investment in Lyft and Carl Icahn knows how to make money....