This is one of the biggest weeks for earnings in the Real Money Portfolio, so I’ll mostly be checking up on the quarterly updates from some of my larger holdings for you today… but in analyzing quarterly updates and other news, I did find myself drawn to make a few purchases (and one sale). If […]
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The latest teaser for Divide.com’s Premium service ($149/yr) had a headline that caught my eye: “Discover How Our Latest Best Dividend Pick in Insurance Space Is Thriving in the Pandemic” Who wouldn’t be interested in that, right? The insurance business is under scrutiny and pressure to some degree because of coverage (or lack thereof) for […]
The plan for today? Figure out what other name might be associated with Nikola Tesla, and use it as the name for a new-age company. Venture funding should flow without regard to merit, and you might just be able to go straight to an IPO and buy that private island. Nikola (NKLA) is taken, thanks […]
Let’s start with some selling this week, a mix of profit taking and stop-lossing for you… I sold a bit more of my Apple (AAPL) position today, as it tickles the $1 trillion level of market capitalization (and the only company as large is now Microsoft… who would have thought, decades after the rivalry began […]
Have you been watching what’s going on with the trendy pot stocks lately? Holy crap. This reminds me now of 1999 more than it reminds me of the cryptocurrency bubble of this past winter — these larger marijuana companies, like many of the dot com companies (and unlike most cryptos, of course), are real businesses […]
I thought this was going to be another pitch for what’s lately been teased very aggressively as invisible “770 Account” participating whole life insurance by the Palm Beach Folks… so I almost tossed the email (there are only so many times you can run through that story). But this is a little bit different — […]
A good headline, right? That caught the attention of a LOT of Gumshoe readers over the last several days, following the flurry of ads that Martin Weiss began running for his Martin’s Ultimate Portfolio service in the middle of last week. So let’s try to figure out what his “#1 Top-Ranked Stock” is, shall we? […]
Hilary Kramer is pretty well known to most Gumshoe readers not just because her publisher, Investorplace, sends us an email promoting her services every couple days, but also because she gets herself on TV fairly often and has written a couple investing books (including one with her fellow newsletter scribe Louis Navellier) — and she […]
Jeff Ubben’s ValueAct is an activist investment group, they try to get access to companies, develop relationships with them, serve on boards, and create value. They don’t hedge or short or use leverage and he keeps his own money in the fund, so he is very, very careful. And he defines value, which most people […]
Now this one sounds exciting, eh? I don’t want to say that the mighty, mighty Gumshoe is a lazy man, but I must admit that the idea of a work week that lasts only ten minutes has some appeal … what the heck are they talking about? It’ll take me longer than ten minutes, but […]
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Travis: thanks for the update on MKL. It’s an interesting company. Will wait until the next crash before buying the st...
Don't know what country you pay taxes in, but Markel doesn't pay a dividend, which is the only foreign withholding tax I...
If someone is tested for pre-Alzheimers factors, could it affect their ability to get long term care insurance? When we...
most of the coin are related to risk analysis and insurance for defi. after the big dip will see if they will recover. ...
Another point about the CDC is there record on Lyme disease. I live in the Northeast where Lyme disease is rampant. Bec...
I haven't looked all that closely at the recent filings from Clover Health (CLOV), but as of ...
Hi Travis thank you for your always thoughtful and thorough analysis. Speaking of insurance. Do you have any thoughts ...
Taking profits is what I wished I had done a lot more of back in February. There was all this chatter about the market a...
I tried to search the site to find in what context you are using the acronym ADR with insurance but was unsuccessful. "...
A good summary of Fairfax. Prem Watsa is a venerable name but the returns over the last four/five years have been underw...
I held them too for a while because I thought that they might be using AI to better personalize/localize the risk so the...
Quoting you...'seems like you’re opening an account which Voyager manages for you as you trade in and out of various c...
Yes, I watched all of it(if it's the same one you are referring to). Made notes too but list is very long. Nutshell: Bu...
Travis - excellent review of your portfolio as always . Your comments and incites are as instructive in portfolio manag...
Goosehead Insurance (GSHD) has been a star performer in my portfolio(up 280%). They are probably in a different playing ...
Yes, MF does love its Kinsale. But as of late its also been pushing LEMONADE (LMND) in the specialty insurance space....
This s from the teaser On top of that, it’s the only insurer 100% dedicated to this space! You see, giants like Ber...
Mostly, trying to build scale in non-sexy businesses at a low price — billboards, surety insurance, and now rural broa...
I would suggest not. Here’s my thinking: In the last six months or so we saw the tech approved for use and insuranc...
If you're talking about Goosehead Insurance, that's outside my range....
Would like to see comments on profit wire disaster insurance please...
Canadians have a peculiar investment vehicle called split shares. Essentially the sponsor buys a $25 worth of high-qual...
MILE Metromile quotes a monthly base rate (depending on coverage you want) + a per mile rate (which can differ by vehicl...
Does Voyager or Coinbase - or any crypto brokerage for that matter - offer any protection from hackers for your holding...
Thanks for the great post. Reg $MILE I am not sure I understand their MOAT. Pay per mile seems like one feature that can...
Alex, I am mosst grateful for you and the Oxford Club. I have had to deal with non payment by an insurance provider, r...
Yes, that’s some kind of indexed or variable annuity — looked at it last year at one point, and the teased ideas he ...
Most likely it's a form of an annuity issued by insurance companies. It's capped as to how much it can go up in a year....
My thoughts and the progress of the company haven’t changed. insurance pricing in general and interest rates might ma...
@Travis Johnson Travis, If you can fit it into your time table, can you briefly give your thoughts on Metromile (MILE),...
Thanks again for the Friday File Travis! An enjoyable read as always. I have kind of a general question as a new (less t...
DAP, Just on your concern about cost as it applies to insurance and not investing in this tech for people, I work in...
ReWalk Robotics (NASDAQ:RWLK) is a 100X recommendation. It is probably a good play based only on the medical aspects of...
Some of the SPAC mergers (reverse mergers might be more correct) seem to act like an IPO. The price if its popular s...
PM would say, “have strong hands.” With these micro-caps you should expect a lot of volatility. I’m hanging in the...
I haven't compared the two recently, but there's both a lot of room for disruption and a huge barrier to entry given the...
Travis I have a small position in LNMD and was looking to add to it. A friend suggested I look at ROOT instead. LMND t...
We are just starting the alt-coin season. And most are likely to go up. Polkadot will likely continue to go up, along ...
Thank you, Travis for your insight! As a new investor that is still learning the ropes of the market, what price do you ...
I absolutely love Polkadot(DOT) it is a entire ecosystem. Kusama(KSM) is the other chain nearly identical to Polkadot ...
Congratulations! I’m new to investing. I have made good money thru out my life and invested some of it in real state....
Wow, no one is up to debating Lemonade? Classic pick that sounds sexy and could be the Future of Insurance? The same ...
Travis = I found this post while researching an AI tease from Louie Navellier. ( coincidentally Louie is teasing his Adv...
Only briefly, a good company to use in comparison. They raised a lot of Money on that IPO and the offering is at least ...
have you looked at ROOT? It is another auto insurance disruptor. Recent IPO....
I can sure see what you mean about Lemonade and Metromile. It must be a age thing. I'm over 50 and I hate doing things o...
I like the idea of Goosehead and feel like I do need to diversify my portfolio a bit from its tech heavy current state....
Home testing is not needed. Testing is everywhere. For some covered by insurance and for others , likely similar pricing...
A lot of it is not yet known... Teladoc provides software for hospital-branded services, provides an actual network of d...
I was intrigued by your Goosehead write up about a month ago. I bought some stock which after today’s increase is up ...
RWLK -- folks, I mentioned this previously that RWLK would be getting its exoskeleton approved for use by Medicaid recip...
Hey Travis, your write up is one of the things I look forward to the most each friday, I like to sit with a warm cup of ...
Since using AC5 for say, bleeding from shaving that doesn’t stop due to your blood thinners isn’t yet an FDA approv...
Just to update he came out with this pitch again Sept 12, 2020 - just after last weeks sell off. It caught my eye becau...
A problem that you did not mention (although I might have missed it in your discussion) is that insurance companies do n...
If a stansbury alliance member thinks that once he pays his many thousands of dollars "one time" fee that he will neve...
Have never looked at that one, though life insurance is a whole ‘nother ballgame — all about interest rates....
Hi Travis, I’m curious what your thoughts are on Manulife Financial Corporation (MFC) as another boring insurance co...
LMND - a recent IPO that is a technology driven disruptor in the insurance industry. Am waiting for the quarterly repor...
Just one of the many ways that "health" insurance companies have WAY too much power....
Honestly, I think this will take a very very very long time to gain traction once approved. No doubt this will be a high...
Travis. Cathy Wood says Lemonade could disrupt insurance. Any thoughts on lemonade?...
Goosehead Insurance Inc (GSHD) President and COO Michael C. Colby Sold $1.9 million of Shares. Also, some other Director...
Travis: I appreciate the investment analysis of the local insurance agency/brokerage business and the description of ...
Great report Travis. I thoroughly enjoyed, end to end. Welcome on board the wagon of GSHD Insurance, the wagon yo...
Stop the madness! I am a 57-year-old man. I take no medications whatsoever and recently had a life insurance exam and wa...
Bob, Medicare and the Insurance companies won't cover the cost because it is still a controlled schedule 1 drug under Fe...
Hi Travis as another one of the (should be) boring stocks whats your latest thoughts on fairfax india? I know the banga...
As a retired person, I found Motley put a lot of money into more speculative less known dividend stocks. I was lookin...
Good analysis Travis. I agree that the current valuations for these three are too high. But I would certainly nibble on ...
Five years is sure nonsense. Wait until the lawsuits are cleared like others suggest. Wait until the protesters are clea...
You are naive, my friend. Publicly traded companies’ first loyalty is to make money for their shareholders and they m...
The reason I was inquiring about the cost is I've been living in China for 15 years, am 69 yr old, and have never enroll...
I would love to see a healthcare system that was paid for in part by the expensive habits we all engage in at one time o...
Another good Doc Gumshoe article. The whys and issues of drug costs and some good ideas on cost managed treatments to a...
I had both knees replaced - one in 2015 and the second in 2017. You might check the Doc Gumshoe piece describing the w...
Re 'wildly unethical': That's my thought on Health "Insurance" companies, too. Really, they're a financial middle-man, f...
I've been a Stansbury subscriber for about 8 years and thoroughly enjoy his writing. He often will give you a long less...
Maybe sue half the bad drivers that bash into you or someone else everytime.... more drivers kill others than driverless...
My belief is that any success in a new medication or therapy depends upon insurance companies accepting it a novel treat...
Yes, that would lead to massive losses for all P&C insurers, and would presumably make it to the Supreme Court pretty qu...
I read an article this morning that 7 states(so far) are introducing bills to force commercial property insurance compan...
In your evaluation of robotics you should differentiate between industrial robots and robotic devices for consumers. Wi...
Haven’t looked at them, but life insurance is a really, Really rough business with rates approaching zero....
Travis---what do you think about PRU as an insurance holding---beaten down like the rest of them, but with a nice yield....
I can think of a few obstacles off the cuff, such as the difference in tax rates (corporate vs residential. Can't speak ...
I don’t think it’s very likely that insurance will have a catastrophic outcome like that, which is why I’m willing...
Dear Travis, Thanks for the article. I have two questions. First, how likely (if possible to see in your crystal ball)...
Regarding Travis' statement above, "I don’t think Berkshire will beat the S&P 500 dramatically in a bull market, ...
My companion recently got a notice from CA State Controller saying she had a refund coming from Blue Shield for unused ...
Nothing is free. If you're selling options, you're essentially selling insurance and taking on risk from someone else. ...
Re real estate: Don’t kid yourself, property taxes, insurance, depreciation, condemnation, maintenance and upkeep, no...
Enjoying my second year as a paying member with you. For most of my life, I funded my 401k to the max + and left th...
IMHO the only way to invest in an Insurance Company is with life insurance. Starting with basic whole life and term ...
Those get into the life insurance and other insurance sectors, too, I prefer KBWP for the cleaner focus on property & ca...
Any comments on Insurance company ETFs (IAK, KIE)? At least you spread your risk with these....
Self-insuring is indeed a nice way to live if you can get there! I am no expert on the appeal of different insurance c...
Thanks eyedoc, interesting perspective on that one -- it's hard to know at the time which annoying and seemingly unsusta...
Travis, I have to say Travelers caught my eye; can't tell you how much I appreciate todays dive into something we all ha...