Updates on a bunch of our holdings... plus two add-on buys
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
Friday(ish) File: NVIDIA, Teqnion and more…
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
Inflation may not change that quickly, but inflation expectations can change very abruptly — like this week, when a hotter-than-expected CPI number finally pushed the market over the edge and convinced investors to stop expecting a rate cut in March, or five+ rate cuts this year. That relatively small shift in sentiment, with the market […]
10 Comments Read MoreFriday File: What’s Going to Happen Next Year, and What Should I Buy?
A little pointless forecasting, plus answers to reader questions and a trade update or two
15 Comments Read MoreFriday File: Buying a Couple Disappointments (plus quarterly updates galore)
Friday File: Insurance and Tech Earnings
Big tech earnings, fantastic insurance results, and more from the Real Money Portfoliio
4 Comments Read MoreFriday File: Lock Box Check-in
Friday File: Bargains and Busts as Earnings Season fades
Two weeks of catch-up -- so we've got Two Sells, Two add-on buys, and a new entry in the $100K Lock Box Portfolio
23 Comments Read MoreFriday File: Earnings Reports Support Growth Stories… so far
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Latest from Travis' portfolio... plus a comment on the ongoing marijuana trainwreck
12 Comments Read MoreFriday File: Insurance Co. Highs and Lows
Earningspalooza of updates from big tech, insurance and others (GOOG, AMZN, ROKU, EQT, NET, AMT, MKL, KNSL, GSHD, BRO, WRB), plus one buy in the Real Money Portfolio
11 Comments Read MoreFriday File: What’s up with this Bonkers Banking Week?
Some thoughts on banking and other rate-sensitive businesses, as cracks begin to widen... plus one sell and one buy in the Real Money Portfolio
15 Comments Read MoreFriday File: Hits and Misses on the Earnings Front
Updates on TTD, WCC, ROKU, SHOP, TOST and KNSL... plus Teqnion, Munger and more...
14 Comments Read MoreFriday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Are we in a reset and a tough year... or the end of an era and a tough decade? Checking in on American Tower, Brookfield Asset Management, and others...
9 Comments Read MoreFriday File: Nickel, Potash and Oil, Oh My!
One sell among the falling growth stories, plus some commodity ideas and updated "buy below" prices on several Real Money Portfolio holdings
15 Comments Read MoreFriday File: One Sell, Five Buys as Earnings Season Steams Ahead
Friday File: Fears Rising in a Strong Quarter
Some shifts in my insurance-related positions, plus updates from GOOG, AMZN, AMT, GSHD, Kambi, MPW, SHOP, MMM and more...
25 Comments Read MoreFriday File: Sea, GAN, Keysight and some (possibly) big IIPR news
There are two conflicting drivers of my thinking right now: The notion that I should be conservative in cutting my losses on stocks that are losing money; and the fact that all of my largest mistakes have been made in selling stocks far too early. Yes, I’ve lost plenty of money in speculations or […]
49 Comments Read MoreFriday File: Insurance and Tech Updates (and buys)
Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one
22 Comments Read MoreWhat’s Tom Gardner’s Moneymakers Teaser Pick in Specialty Insurance?
What's the teaser pick hinted at over the weekend in ads for Motley Fool Discovery: Moneymakers ads?
19 Comments Read MoreWhat’s being pitched by Motley Fool’s IPO Trailblazers? Two Good Answers (and a Guess)
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Kinsale is the most richly valued insurance company out there, pretty much, so I think we're just in a situation where e...
Depends what you're looking for. Among stocks I own I'd probably pick MKL for long-term stability and compounding from...
Thank you for the long write-up with quality content and healthful perspectives. Your coverage of Kinsale, Roku and Alph...
With KNSL, you are buying a balance sheet-oriented insurance carrier that generates 25% ROE’s that i s currently tradi...
I bought my first 5 shares of KNSL in June 2020 for $151.23 a share. I’ve been a regular purchaser over the last thre...
Hey Travis - have you changed the formatting of the RMP recently? I went to go look at your weighting of KNSL and don't ...
Hello Travis - I did not realize a lot of UW team came from James River. This fact pattern would be a red flag for me g...
MM is one of the few services I don't subscribe to, but can confirm $KNSL is recommended in 3 of my TMF subscriptions, $...
The stocks I buy or sell in a week are always noted in the Trade Note at the very top, part of the Quick Take. This we...
I'm with you Travis! I listen to most of their podcasts and KNSL has definitely been discussed and reviewed. I hopped ...
Tom Gardner did a video last year with his #1 stock pick during the pandemic and it was KNSL....
i think it is $KNSL , in one of FOOl news letter recommendation, they shed the 1% market share pitch same for his stock...
MF seems to repackage all of their same picks just to sell more over=priced subscriptions. KNSL was part of MF's Discov...
Yes I did miss posting the beginning of the teaser. Sorry. Thanks for everyone’s help. KNSL has earnings coming out...
I believe you’re correct the 46% revenue increase matched for KNSL....
Pretty sure it is KNSL Underwrites specialty policies, $3,8B cap, 460M in sales and 45.8% revenue growth 2020....
Wow, thanks big tuna. I’ll put KNSL on my watch list for now. Thanks so much!...
Motley Fool Discovery 10X (stocks 21-30)Atlassian (NASDAQ: TEAM) Danimer Scientific (NYSE: DNMR) DermTech Inc. (NASDAQ...
KNSL was about $140 when you wrote this article. 7 months later, it's at $250. So, yeah, worth investing in. I am an M...
Has anyone been following the Motley Fool Pitches for their "new" Boss Mode portfolio? I listened to the webinar (snore...
Oh wow. Yeah I have a little knsl, too. Another I like is lvgo. Technically a midcap but small enough that I could se...
And I know that knsl is in another portfolio as well and they said it’s in blastoff so definitely some overlap...
Never heard of KNSL even though I'm very active investor in stock markets for decades. Before you buy any stock, please ...
Sounds like you bought before Nov 1st, when KNSL reported Earnings for the most recent quarter. By just looking at the ...
I read the Stansberry article and Googled insurance stocks. Among the articles, I found Kinsale Capital (KNSL) rated A+...