Crazy week, eh? I guess it’s telling that it was really only the most boring positions that stayed in the green during Thursday’s tough sledding. In my portfolio the only little signs of green that day were Five Point Holdings (FPH), which is basically a land bank, Kennedy-Wilson (KW), which is a real estate asset […]
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Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]
There’s a new version of Stansberry Venture Value’s big “SaaS” pitch making the rounds recently, similar in many ways to the previous versions that I looked at last February and September… so I guess it’s time to take another look and see if the same stocks are still being teased, and whether we can answer […]
Let’s start with the obvious, just to get my weekly brain dump underway for you: We don’t know what the election will hold, or where the market will go from here… I continue to think stocks are pretty expensive, particularly the hottest tech stocks (and I still own a lot of them), but I also […]
I’ve gotten a pile of new questions about Stansberry Venture Value this week, all relating to their pitch for some cloud SaaS stocks — and I found the first pitch about these stocks pretty compelling back in February, and even ended up buying two of them, so I thought it would be worth digging in […]
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From what I can tell, it looks like Bryan Beach recommended INTZ on 7/21/20 where the closing price on that was $6.60. ...
just checked out the stocks at Simply Wall to see if they are over- or undervalued. There seems to be a nice upside pote...
Could be, it's very hard to tell what will happen with any stock in the short term -- and, of course, that's doubly true...
I bought some GAN a while back, and while it sputtered at first, it found its footing and I'm up a nice 30% since Octobe...
Thanks Thinkolator! I will take a small nibble on INTZ Intrusion too. also bought PAR last April based on your artic...
Regarding INTZ “He says that while big names like Cisco Systems (CSCO) or Palo Alto Networks (PANW) can block anywhe...
Thanks. PAR was around $28 when I first covered their pitch, though thankfully I was really digging into it in March so...
Stansberry is in PAR at $25.63. They recommended it on 5/20/19 and say buy up to $35. Could've got 'em a lot cheaper t...