It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
Articles
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]
Lots to discuss this week, mostly because several Real Money Portfolio companies reported earnings… and because I added money to two positions this week, and brought a new company into the portfolio. Enjoy! Shopify (SHOP) had reasonable earnings when they came out, but “reasonable” isn’t enough for a high-growth momentum stock that’s trading at almost […]
Fairfax India Holdings (FIH-U.TO, FFXDF) is a separate investment fund controlled (and about 1/3 owned) by Fairfax Financial (FFH.TO, FRFHF). For those unfamiliar, it was started because Fairfax wanted to put more into India, but felt there was a limit to what they could invest in that one country — so they launched a separate […]
A few thoughts to share with you today, and I’m breaking it up into two different pieces — this first one includes a few updates on companies and a couple articles that caught my eye this week… and the second piece is my notes and reactions following the Grant’s Interest Rate Observer Conference, which I […]
What do I think? That’s what a lot of readers are asking during these volatile days… and there is, of course, no easy answer. My thoughts are all over the place, so today’s Friday File musings are going to run the gamut. Tesla (TSLA) is a good example of how the market is treating investors […]
For those who’ve been paying attention, we finally got the expected official Dataram/US Gold name/ticker change…. it’s now U.S. Gold Corp, an the ticker is now USAU. The stock is not moving at the moment, which makes sense — I’d guess that the highest probability near-term news is a secondary offering, which would be negative… […]
In how many areas of life can you be guaranteed to get average results even if your abilities are inferior? That was one of my favorites quotes from the presentation by Ed Wachenheim at the Grant’s Conference: “People with inferior abilities can get average results with an index fund, which is remarkable.” But, of course, […]
Very interesting and honest take on the breakdown in India from an honest Indian money manager. He’s clear about how terrible things are in India — but says that India has been cyclical and the underlying reasons for the economy to grow are still there … and the stocks are cheap. Business confidence at lows, […]
Amitabh Singhi has spoken at Value Investing Congresses in the past, and he typically talks about India-listed stocks that, frankly, we probably can’t easily buy — but he talks about the state of the economy, and the growth we should expect to continue, so though I probably won’t buy his stock I like learning about […]
Global Investment Strategist is the newsletter that was called Silk Road Investor back when it was launched with Yiannis Mostrous at the helm six or seven years ago — it was given the less evocative new name once the market crash and the huge wave of Chinese frauds made investors worry about the new “silk […]
This teaser has gotten a lot of attention from my readers, as do all the pitches thrown by the folks at Stansberry’s Phase 1 Investor newsletter — you just know that if you charge $5,000 for a subscription, and use one of the world’s largest investor mailing lists to tease a tiny stock in order […]
Well, I couldn’t resist a little foray into the mysteries of the 401(r) Royalty investment teaser yesterday … but today, as promised, I’ll return to Dalal Street Insider to uncover some more interesting Indian investments for you. Dalal St., by the way, is similar to Wall Street, it’s the address of the Bombay Stock Exchange […]
Today we’re again hearing from old friend Christian DeHaemer (“old friend” as in, “don’t even know what he looks like and have never spoken to him but read lots of his ads”) — he’s selling his BreakAway Investor newsletter with this pitch … “On March 31st, 2009, The “EMN Initiative” Goes Live “A Historic Government […]
Today’s ad for our review comes in from Bryan Tycango, who writes the Asian Growth Stocks newsletter — we’ve looked at a few of his ideas before, but it’s been a while. This time, the ad is for a company that’s going to “jerk the rug out from under today’s tottering automobile giants.” Which just […]
This one’s from Christian DeHaemer for Material Profit, one of the “introductory” inexpensive newsletters from Taipan (on sale for $49 at the moment, apparently). This group is no stranger to your friendly neighborhood Gumshoe, but I don’t think I’ve looked at one from Material Profit before (I’ve looked at many from DeHaemer’s other services, most […]
This one comes in from Chris Mayer for his Capital & Crisis newsletter. Chris has brought us, via teaser email, several investing ideas over the past year — from one of many “next Berkshire Hathaway” picks (down about 15%) to an interesting under-the-radar natural gas company (up 75% or so). But this one actually includes […]
This teaser email comes in from Bill Mann at Motley Fool Global Gains … and as with all such reports from the Fool, this one is a bit like reading Tolstoy, by the time you get to the end you can’t quite remember why you started. But even though his missives are long-winded, Mann has […]
To anyone who read this in the first hour it was up — apologies! I read the rest of the investment teaser and changed my mind — this has been edited. The email solicitation covered here was sent in by an alert reader, so thanks for that. It was a very brief email, at first […]
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
Actually, India is waiting for its next COVID wave....
Wow, lots of one-sided info. Where is the info on the progress on therapeutics, ie : India has almost eradicated the ne...
wrong comment for India definitely! India has largest Solar Base, cost of Solar energy went down from Rs 14 to Rs 1 per ...
France derives 90% of their electricity through nuclear so there is a world market for this technology, the waiting wou...
I just read an article regarding the use of Ivermectin in certain parts of India destroyed the Covid. Ivermectin obliter...
Perhaps you - and all of us - have good reason to worry. Consider: "The Nipah virus (NiV) is a type of RNA virus...nor...
India is doing far more with conscientious development to better handle future calamities than most by any reasonable e...
Those of us who live in the parts of the world where the pandemic is easing up are extremely lucky. And India has been...
Wonder if what is going on in India is more than covid 19....
I know of at least two people personally who had taken both the doses of Pfizer vaccine and had gone to India after the ...
I find it "both interesting and typical" that Western science has not exploited the experience of other areas of the wor...
I don’t think they’ll have any trouble getting additional capital if they need it. Don’t know if they’d want mo...
I don't believe there is no evidence, there is plenty of it. But the most interesting point that he mentions is the eve...
it's market hero not market heroes. if you are going to post fake reviews at least try to get the name right. you are pr...
Thanks Travis, fantastic as always. As you've just dissected two of my holdings i thought i'd share my experience this...
Hi Travis as another one of the (should be) boring stocks whats your latest thoughts on fairfax india? I know the banga...
do a little reading about gates polio fiasco in india...
It is interesting how deep the rabbit hole goes and how incestuous it's all becoming. For example, NVAX just announced t...
India kicked Bill Gates outta the country for what he did to hundreds of thousands, if not millions - can;t remember - f...
Hey Travis, I'm fairly new at investing and I really enjoy your newsletter. What do you think of Fairfax India now? It's...
Thanks Dr. Gumshoe, for this entertaining analysis. Turmeric also has been used as an anti-inflammatory and antiseptic a...
I read Tilson's TAAS teaser pitch and then out of curiosity to find out which stocks he's hinting at, I came across your...
Hey Travis, I wanted to ask your thoughts on FFXDF, ie Fairfax India, moving forward. I made the mistake of allocating ...
What if hundreds of millions of holders of gold in India and China must sell to survive? Who will have the resource...
Peoples Liberation Army has to do something, that is the social contract governments have with population- no down side ...
In India, there are many gas stations that are equipped with Clean Natural Gas (CNG) filling for cars...
India must be delivering substantially more interest on saved cash than is the USA....
I’m a little concerned, since the transaction seemed timed to boost book value just before closing the books on 2019, ...
Hi Travis firstly it’s good to have you back. On fairfax India I’ve owned the stock for a couple of years ( loss...
Thanks for that very good piece of work. I am overseas about 1/3rd of the time. I am writing this from India. Antibioti...
Tried seling a portion of my Fairfax India (FFXDF) shares but was blocked with a 144A restriction by Fidelity. No issu...
India...…..nobody is talking about India ! https://inc42.com/features/electric-revolution-the-electric-vehicle-startu...
While in India you may need some entertainment... and since I do not have an entertainment thread, here goes: $EROS htt...
I’m not recommending anything, just telling you what I find appealing and what I own. The brokers cracked down on Fai...
$FYI - Energy Storage News - 6/4/2019 Some of todays articles; What solar can really do: SolarEdge’s augment...
Don’t think I’ve ever owned MMYT, though I’ve written about it a few times. It’s far and away the largest OTA i...
Broker Fidelity has Fairfax India (FFXDF) listed as Rule 144A (restricted to restricted institutional trading). Th...
$FYI - The latest from Energy Storage News - 5/9/2019 Some of todays articles; Surviving extinction: What the ...
Thanks Joe. It makes logic sense that India has a huge market to be tapped in. What I don't know is why WIT stock hasn't...
The stock in questions was WIT, Winpro LLC of India. It moved from a close of $4.47 on Monday to its current late-in-the...
I've followed Mampilly for prox 2 1/2 years and have done quite well I think. Basically I just got tired of being upcha...
I haven't traded the OTC US shares recently, my purchase was direct in Toronto via Interactive Brokers, but it sounds li...
Haven't looked at them recently, though I see they've been trying to build in India through acquisition... including, ju...
The earnings are largely irrelevant — the impact of the rise or fall in value of their investments in any given quarte...
Travis, I wonder if you could go into a little more detail on your thoughts on Fairfax India. I'm really unhappy with t...
$VRB.V - National Entry Phases Filed in South Africa, India and the United States for VanadiumCorp-Electrochem Proce...
Sorry, I don’t follow the India market (or the so-called “Emerging Markets” in general) but I chanced upon a brief...
I've been a subscriber for almost two years and in that time I've made some money plus or minus 15K BUT most of that was...
India in general is down in the past year, so it would be exceptional for any India fund to buck the trend. While I am a...
Mr Travis, do you (or readers) follow India markets as a whole? My 401k mutual fund (I have no choice) on India did poor...
Thanks MJ, This is the real reason I read stockgumshoe.Having worked in the “Health care” profession for decad...
India has Thorium. They had a plan to first build some uranium fired plants. And then to use their thorium for nuclear...
Great summery as usual Travis(the longer the better for me) couple of questions:- Do you think berkshire is still a buy ...
Travis, sorry I'm late to the discussion, but it is my understanding that NOK is building low cost phones for the emergi...
Clean TeQ triggered a stop loss a while back, as cobalt prices dropped and the capex numbers for sunrise climbed — I s...
Hi Travis, I see that you talked about possibly letting Naspers trigger a stop loss. What are your thoughts (recen...
$EBIX long, growing presents in India https://finance.yahoo.com/news/ebix-acquires-miles-software-leading-125730736.htm...
I signed up to one of Doug Caseys newsletters predicting gold would soar in april 208 because of some Amnesty in India, ...
$FYI - EV Company News For The Month Of August 2018 by Matt Bohlsen @SA Includes: AAPL, APTV, AUDVF, BABA, BCCMY, ...
Travis, $EBIX long, has a growing presents in India. You make want to take a look at them. Founder and CEO is Indian and...
You were smart to doubt it. That's an ongoing world wide scam. The known sources are mainly from India, Nigeria, and Eas...
Thanks Sarah, this only helps get the story out there. Regards India I'd say that after China, India have a very good re...
FYI Dear Clean TeQ News Subscribers, Local Media Coverage Following release of the Definitive Feasibility Study f...
IMO I wouldn't say that they choose India per se. The mandate is what their attention is focused on. As the market for E...
CLQ put out an email today containing links about India's state owned firms being mandated to secure EV metals from 'abr...
Hopeful, obviously; but no deal announced yet. Ionic was to deliver new samples and meterials for testing, once they...
The preventative antibiotics situation is scary, especially in India. As always, thanks for all the information and i...
$FZO.asx > Sophisticated Investor research update Family Zone Cyber Safety Ltd (ASX: FZO, Family Zone or the Company)...
I sold my positions in India (ffxdf). I don't like corruption....
Corruption is huge in India, as is bureaucratic molasses — that’s a lot of what reform is trying to address, having ...
Brilliant summary on India Travis! Corruption is specifically not mentioned as a risk but, as compassion and spiritualit...
Thanks for the write up, makes me want to go out and buy some Fairfax, but already have a lot of Fairfax India. Really ...
Results - ty https://twitter.com/BigCheds/status/987865849489952768 Catalyst $TAW asx https://twitter.com/gassin12...
Thanks Travis for the IIPR comments - gives me some confidence in the small speculative purchase week and half ago $3k I...
I think our credit cards will go on this coin with all of our licenses, passport, Birth Certificate, drivers, marriage, ...
Ionic Industries April update: https://mailchi.mp/73d90ee35125/new-patent-breakthrough-and-directors-interests-1077789...
There are quite a few — INDA is the biggest broad Indian index ETF, and EPI is the earnings-weighted one Fromm wisdomt...
Thanks Travis for the insightful and detailed analysis. You gave me a new idea about india. Checking market daily requir...
Okta is the stock pitch The one they talk in India is a partnership with netki in california Estonia is something call...
Hi Travis/gumshoes, general question I’ve been meaning to ask following the portfolio updates. I’m from the UK and h...
It says: "The technology is already used in Estonia, India, and soon in China, etc." which is of course misleading. Indi...
I would trust a India gold exchange as much as the Rupee as a world currency....
Jean, It's BRAND NEW !! We don't even have it. China and India do. It will store everything you have driver's license...
They are saying in 4-8 weeks Ionic is going to have a JV with $CTEQF to market high tech public water purification in CH...
Solar is anything but free!! You have to buy the equipment all supplied from China so you've started by paying tax mone...
HN. I was referring to the two autoclaves fabricated in India in a rush order by Access Petrotec for BHP Billiton's Kwi...
Interesting. I am having trouble accepting any of your premises. Not caring about species going extinct? Is that o...
A keen Austrian environmentalist buddy, Max Deml, put me and my readers into a company which runs large solar electricit...
well. India and China come to mind. Suzuki, the parent firm of India's largest car-maker, Maruti Suzuki, announced i...
Even if china economy pulls back cant the develpment of AFRica and india and Parts of Asia drived commodity prices?...
EV Company News For The Month Of December 2017 https://seekingalpha.com/article/4134588-ev-company-news-month-december-...
Your very welcome, Ted. Lannas, You just have to be pinching yourself to be in Ebix!! This company is well on its w...
Because CEO Jeff Wolf is in India right now, coverage of Heat Bio $HTBX is delayed til at least January....
I think I've made more money from Sjuggerudd's information than from any other. His advice got me into Tencent, for exam...
The Passion Flower is known as the Clock Flower in India and Japan https://pbs.twimg.com/media/DPOaBcOU8AIHl1n.jpg ...
Mass adoption in china is at 52 percent In 5 years they will add the entire population of the US online. Another 5 year...
Something that is cheap and effective is putting ground tumeric/curcumin and black pepper on your food. It ruins the t...
Can anyone from US please help me in cancelling the auto renewal for the subscription? As i m from India and unable to ...
I've owned FFXDF for over a year and I can already tell this is going to be a long term holding. Love the fact it's Prem...