If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
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Ian Wyatt is out with a new ad for a “urgent briefing” that will be taking place today about a “secret billionaire investment”… and while the briefing hasn’t happened yet, so we’re not sure what the pitch will be, odds are good that he’s going to keep the “insider shares” secret and dangle a subscription […]
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 […]
Social Capital Hedosophia HoldingsNot 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?
A few purchases to talk to you about today, and a couple other notes as we go… mostly on the theme of risk and safety, as we close out a week with lots of news-driven volatility. Ready? Innovative Industrial Properties (IIPR) is, in some ways, a fun way to “play” the marijuana boom with less […]
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 […]
It was a little ugly to go from frolicking on the Florida beaches with the Little Gumshoes to wandering the cold and rainy streets of Toronto, but my trip to the Fairfax Financial Annual Meeting was worth the chill. Since I was there for Prem Watsa’s chat-fest, I came in a day early to check […]
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, […]
The ides of February are dismal and dreary here in the wet and grey Pioneer Valley of Massachusetts, but we remain hopeful of the sunshine to come. What do I have to share with you, dear Irregulars, as we seek a little brightness to end the week? Well, I do have a few buys to […]
And our Annual Review proceeds apace… on a day when the market is showing signs of actually having a meaningful correction, thanks to Friday jitters and inflation worries and rising interest rates… so cross your fingers for better prices in the week to come (I did buy a couple positions this week, but as I […]
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 […]
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what de-SPACs do you own? For me I got in early into the following: 1. IPOB Clover, still hold but this one has sucked s...
There is a SPAC that bought the old Molycorp that plans to sell into the EV motor space with materials. There's a China ...
Planning to take a look at this one later in the week -- it did give the warrants some life, as you'd expect, but the st...
Have not heard anything, though I am curious to see what they end up doing. They have only been out for eight months or...