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 […]
Comments
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...
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...
Updated: Condor Gold Plc http://www.goldstockdata.com/company/690-Condor-Gold-Plc.html Condor Gold is advancing a...
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...
#CarSales - 2005 - India: 1.4 million, China: 5.7 million; #Now >>>> 2016 - India: 3.6 million, China:...
When Travis wrote up the Yatra warrants one of my US writers got excited and bought some and then proposed that we write...
$KRYS Krystal Biotech Dr. K; ipo coming this week for a pre-clinical gene therapy company founded only last year b...
I almost bought FRFHF a while back but went with FFXDF instead. It allowed me to invest in both Prem Watsa and India. Ca...
Same here! I lost too. I do not blame Moors directly though. The Fuc***g Wall Street lawyers set their dogs on the compa...
Top ICO's coming up are: Chronologic (although very hard to understand exactly what it does and how it works but could b...
It's partially the industry's fault, not better informing the public as to the workings of US nuclear power technology, ...
Bought it for way less than a buck. Sort of a speculation play as nuclear simply has to be an energy play in India and C...
I am sold on UEC. FYI..........Former US Energy Secretary, Spencer Abraham, has joined UEC and is Chairman of the Boar...
Hello, Michael -- Thank you for making the effort, writing this rather long and very heartfelt piece. While each of you...
Anyone who doubts this very wise essay should visit India, as I did two years ago. Yes, 4x the U.S. population in 1/3 th...
Add to the steady increase in the world's population the rising per capita use of the world's resources and you will see...
Dave Of course you are right about drugs given every day started in plants, herbs, fungi, even animals. Folk medicine wo...
Yatra is really making inroads in India. Great article. Thanks fot sharing your thoughts :)...
War on gold, war on cash...here it is in print, stated innocuously that the G20 group wants to eliminate gold and cash ....
I wondered the same thing " why, why " while watching Modi avoid answering Megan's questions 'the way she hoped' and h...
Quote from Marc Faber..... "The federal government is sending each of us a $600 rebate. If we spend that money at Wal...
FYI - EV Company News For The Month Of May 2017 by Matt Bohlsen @ SA Summary Global EV sales - April global ele...
FYI - EV Company News For The Month Of May 2017 by Matt Bohlsen @ SA Summary Global EV sales - April global ele...
Interesting article for those invested in Hep C drug arena. Natco Pharma releases a generic version of sofosbuvir in I...
VEDL, anyone follow this?(a long way away in INDIA)...
$PSDV: w/ topline data expected by end of 2Q17 (JUN17 estimate) from second of two and fully enrolled (as of end SEP16) ...
Long and OW $LON:FOX https://www.foxmarble.net/ If anyone would like to diversify their portfolio it may be worth some...
Trace minerals are nothing new and Monsanto/Bayer is huge player with India coming on fast. http://microplexfertiliz...
$BIOC Great info doc. Just wondering if you picked adding a "-wallah" to a word from your travel/interactions/readings ...
$SCYX: A new article published in Medscape features Candida auris and SCY-078. I am posting the article in its entire...
I think investing in India is a great idea for long term investors. I applaud their efforts to squash the black market,...
What do you think about India with it's retinal scan, fingerprinting, money gathering exploits?...
I got into Fairfax India due to India's economy and it has been doing well....
There is more to the equation than efficacy, Dr. and you neglect to mention side effects and cost. Unfortunately the th...
Look up how many standard metropolitan areas of more than 1 million people exist in China and India....
Realistically, plazomicin will be expensive enough in the US that in view of its spectrum, many hospitals will try to li...
I like the idea of Fairfax creating this fund, though it's arguably less appealing than their India fund was a couple ye...
Long $SCYX Hot tip from Twitter (positiontrader74, you here?). AAC Accepted Manuscript Posted Online 21 February 2...
$SCYX: "Deadly fungal infection that doctors have been fearing now reported in U.S." (3/10) A strain of Candida au...
I've owned UEC (and Brazil resources) averaging down thinking, wow all those plants in Japan sitting cold must be restar...
Following is not from Stat, but is similar treatment tourism in India. I am certain such is clear violation of agreement...
Cannabis is not a pain killer. It may mollify pain awareness or opioid craving. Some workers in India consider cannabis...
Progresssive technology now used in India, Brazil, Cayman islands will perhaps someday be permitted by FDA in US. htt...
A Teen's Family Fought To Get Her A Restricted TB Drug — And Won “A teenager who sued the Indian government to ga...
$AKAO overweight Helen, thank you for your passion and the constant, up-to the-minute DD you are posting for $AKAO. Y...
Best part of all, the USA could also cure the 12,ooo,ooo people in India and get about $10 Billion selling it to them at...
Eight billionaires 'as rich as world's poorest half How even the BBC is induced to deliver fake news like this; ht...
I agree. In 20 years the only Non Islam countries are likely to be Russia, China. America, North and South, Possibly t...
PEEK is the most expensive super engineering plastic with resin prices near about a $100 per kilogram. Victrex leads in ...
Interesting to see you have Cameco. I have some more speculative plays in uranium, like UEC. The sector will come back, ...
Not necessarily, though steady demand as new plants replace those that are shuttered would certainly help. The biggest ...