Topic Archives: Jeremy Grantham

June 10, 2022 / Travis Johnson, Stock Gumshoe

Friday File: Restaurant Royalties, and a little Wallowing in Pessimism

One new stock, some news, and a longtime holding that might be on the way out...

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January 28, 2022 / Travis Johnson, Stock Gumshoe

Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch

Talk of bubbles bursting is in the air, but I keep busy with smallish buys and sells and annual review updates in the Real Money Portfolio

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June 19, 2020 / Travis Johnson, Stock Gumshoe

Friday File: A New Arbitrage, More Gambling, Royalties for the Watchlist, and Bubble Thoughts

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

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Comments

quincy adams on “The #1 Income Investment For Uncertain Times” — “Buffett ‘Bids’ $25 Billion for 1%?” / Sep 28, 5:58pm

I recall many years ago, the legendary Jeremy Grantham was promoting managed timber as an investment. I bought one of h...

Lqqing4nbt on What’s this “Plastic Killer Set to go Vertical” Stock? Kofyman teases that “This $2.5 Trillion Battle Could Be the Biggest Opportunity in our Lifetimes” / Feb 20, 12:13pm

If a bear market recession kicks in this year as Jeremy Grantham and others have been warning about stocks like NEXE wi...

gmanaz on Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch / Jan 31, 3:39pm

Jeremy Grantham cost me hundreds of thousands of dollars 12 years ago. I read all the hype about the guy as some genius...

frankw17 on Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch / Jan 29, 8:14pm

Very objective Friday File Travis. Your comments about Jeremy Grantham reminds me of that sage from the 1980's, Joe Gra...

carlsdv on Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch / Jan 28, 10:36pm

Of course Jeremy Grantham is miserable...he's British! I'm almost as old as he is and I get miserable, too, when my por...

Lqqing4nbt on Answers: Fool’s “Tiny Unknown 50X Potential” Stock teased as one of “12 Top Value Stocks for 2022” / Jan 21, 11:06am

https://www.marketwatch.com/story/good-luck-well-all-need-it-u-s-market-approaches-end-of-superbubble-says-jeremy-granth...

bobennett229 on Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5 / Feb 27, 4:29pm

Tech companies have earnings this go-round, unlike the dot-com bubble. Jeremy Grantham is a miserable old man that's be...