I feel very cautious, yet also bought four new positions this week in the Real Money Portfolio...

Checking into Ian Wyatt's latest "urgent briefing" teaser pitch

A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]

Thanks for your kind wishes (and patience) as I took a couple weeks off with my family — we had a wonderful and relaxing getaway in a few of the jewels of the Rocky Mountains as we toured through some northern national parks, most of them blessedly devoid of cell phone service or wifi, but […]

Not as much movement on this as one would expect with the big announcement merging with Virgin Galactic and Branson announcing private space flights by the end of the year. What are thoughts about the movement of the stock price (IPOA) both in the short and mid/long term?

One new stock for the Real Money Portfolio, plus one for the watchlist -- and three add-on buys for existing positions.

Plenty has happened in the past week or so, as I’ve been on the road (both vacationing in the sun and working in the rain), so what’s up with the Real Money Portfolio? On the news front we’ve gotten a lot of earnings reports since I last wrote to you — Alphabet and Facebook had […]

Notes from the Fairfax Financial Annual Meeting (plus sum-up of a bunch of transactions -- more coming in separate posts this week)

Ian Wyatt is pitching a “pre-IPO” opportunity in Spotify, the music-streaming business that is going public on the NYSE tomorrow… so what’s the story? Can you “get in early?” Should you want to? What’s this all about, anyway? We’ve gotten quite a few questions slipped under the door here at Gumshoe HQ about this one, […]

Full summary of sentiment on my Real Money Portfolio, plus notes on Berkshire, Fairfax, Ligand, Shopify, Omega Healthcare, Square, U.S. Gold, Yatra and some other SPAC speculations

Checking in on Big Tech, TTD, IIPR, PCSB, COR, IPOA, NVDA, SHOP and YTRA

I’ve already shared the major portfolio change I made this week, adding that IPO to my Real Money Portfolio yesterday, and I have also separately posted my notes and thoughts from the CNBC Delivering Alpha conference for my favorite people (yes, that’s you!)…. but I have a couple other things to note as well, so […]

This is the third time I’ve bought an IPO on its first day of trading, and the second time I’ve bought exposure to a SPAC over the past year — hopefully it will work out as well as the others. I saw Chamath Palihapitiya speak at the Delivering Alpha conference on Tuesday, along with Starwood’s […]