Happy New Year! The world is turning to a focus on (maybe) rising interest rates, fear of inflation, and “value” stocks in many ways, or at least so says the perpetual punditry machine that is investment media. Nobody really knows what’s going to happen next month, of course, or for the next year… nobody should […]
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Friday File: Fintech for the Lock Box
Friday File: Metaverse Gainers, Quarterly Updates and more…
Earningspalooza brings us updates on RPRX, PAR, PUBM, TTD, BOMN, DFH, BRK-B, STEM, U, AMD and more...
24 Comments Read MoreFriday File: Another High Yielder to Light Up the Portfolio
I’m of many minds about the market, depending on how I feel in a given moment, so I try to avoid prognosticating… but if you want to force yourself to think about risk, as we all should do at least some of the time, one of the best go-tos is John Hussman, who has a […]
17 Comments Read MoreFriday File: “Never go Down” Inflation Investments and Some Price Updates
A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...
30 Comments Read MoreFriday File: PW Maxes Out, NVDA and BOMN Report, and more…
Friday File: Par-ty Time, or a World in Decline?
Big news from PAR, plus some big-picture blatheration and a new crypto buy (and a sell), plus a new watchlist stock
35 Comments Read MoreFriday File: Insurtech, Discounts to Book Value and more…
Another chunk of the Annual Review as we look at Metromile, Lemonade, Stitch Fix, Tiptree, DocuSign and many more...
17 Comments Read MoreFriday File: I Can’t Believe it, but Two MORE Buys
Updates on some Insurance Disruptors, and part two of the Annual Review gets to PW, IIPR, MPW, CHWY, SFIX and more...
52 Comments Read MoreFriday File: A New Cyclical Buy
Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...
29 Comments Read MoreFriday File: Happy (?) New Year!
What's happening with our Real Money Portfolio as we start the year? Updates on Roku, AerSale, The Trade Desk, Power REIT, GAN and many more...
22 Comments Read MoreFriday File: Adding a Dividend Grower, Getting More Risk-Averse
A couple new buys in the Real Money Portfolio this week, plus updates on Equinox, GAN, some stop loss orders in high fliers, and many more...
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Fools FinTech + AI Bundle
I am wondering what is picked by Motley Fool FinTech and AI Bundle. We all know about Square and Paypal as Fintech. What are other such companies small cap which can grow exponentially. Along with AI – Everyone has little different definition on AI for e.g. Lemonade , Nvidia making AI Chipsets am wondering what […]
47 Comments Read MoreFriday File: Lemonade, Handling Success, and a Couple New Watchlist Stocks
Some more thoughts on emerging insurance disruptors, SPACs, base metal royalties, and what to do with huge winning positions in nosebleed-valuation stocks
21 Comments Read MoreFriday File: Time for Cows, not Horses
Narratives and emotion drive the market in the short term, so last week we saw the tech stocks and COVID winners take another surge higher, perhaps in some surge of “election finally done” relief or just from the indications of a likely split government ahead… this week, some combination of Joe Biden’s election victory being […]
32 Comments Read MoreTrade Notes: Buying on a Bad Day
Details on three new positions in the Real Money Portfolio (and a couple sells)
12 Comments Read MoreFriday File: Is the Shaq SPAC the Last Straw, or the Straw that Stirs the Drink?
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 […]
21 Comments Read MoreFriday File: Insurance Disruption, flat Rhythm, and a falling Par
One new buy in the Real Money Portfolio this week... plus thoughts on Lemonade, Goosehead, Rythm Pharma, Lemonade, Par Technology and more...
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LMND is definitely one of their biggest losers this year and they still have strong recommendations for it. But you don...
ZM? LMND? FSLY? I am so done with MF recs this year. And just in case anyone in Travis' world is considering MFWM (Motle...
Hi Travis Are you tempted to buy back in on LMND now that’s in the low 50s?...
The more LMND shares drop in value by the time the deal closes (Q2, 2022), the cheaper the deal becomes and hence the bi...
What to think of the MILE-LMND 19-1 stock deal? At yesterday’s closing price of $70.5 per LMND share, it apparently va...
Confidence in LMND? No, I wouldn't say Confidence is the word, but I do have a fascination with their business model an...
For some reason, I like the Sky Harbour idea, so I bought a s**tload of warrants. Travis, I know you sold out of LMND fo...
Trade Note:MetroMile (MILE) stunk up the joint with their quarterly update this quarter. The model continues to be...
@Travis Fastly (lockbox pick) just reported earnings and is current down aftermarket about 20%. Can you go over your th...
The real brilliance is their much faster and better customer service, I think, with their charitable aims as a nice mark...
Off topic but LMND is taking a beating today. Are you optimistic for the long term?...
MM is one of the few services I don't subscribe to, but can confirm $KNSL is recommended in 3 of my TMF subscriptions, $...
I'm with you Travis! I listen to most of their podcasts and KNSL has definitely been discussed and reviewed. I hopped ...
I like the potential of Lemonade (LMND) and own a small bit, but they're not even at $100 million in revenue and won't b...
Yes, MF does love its Kinsale. But as of late its also been pushing LEMONADE (LMND) in the specialty insurance space....
Might be Lemonade LMND...
I own a basket of ROOT, LMND, MILE, HIPPO and EVER. I think there will be a winner or two that comes out of there but n...
My thoughts and the progress of the company haven’t changed. insurance pricing in general and interest rates might ma...
I have been a subscriber to the Motley Fool Stock Adviser for about a year and they have given some pretty good recommen...
Can you share the 10 that are already out there? On the presentation they shared #PINS #LMND and #OPEN......
LMND, OPEN and PINS were the teaser stocks. Apparently they have a list of 40 stocks @$1499....
The 3 they reveal in the webinar was lmnd, pins, and open...
Travis I have a small position in LNMD and was looking to add to it. A friend suggested I look at ROOT instead. LMND t...
LMND got another recommendation from stock advisor this last Thursday, which no doubt helped with that 25%+ gain on Thur...
Also LMND and FROG are closed position .....
I wanted to let folks here know I had a conversation by email with a very cool representative from LMND. She contacted ...
Wow, no one is up to debating Lemonade? Classic pick that sounds sexy and could be the Future of Insurance? The same ...
Travis, Your prediction was right on spot on LMND about recommendation in SA by fool service. I am not sure about Rule b...
You mentioned LMND in the article. What are your thoughts about LMND? Disruptor?...
Hi All, Anything New in 100X Club or IPO Speculator? Damien, Did Paul recommend any sell alerts for CVAC or LMND? Apprec...
LMND - a recent IPO that is a technology driven disruptor in the insurance industry. Am waiting for the quarterly repor...
The real $$$ is made when you can get into LMND at the actual IPO price, haha. Unreal how some of these IPOs pop. Thanks...
Buy LMND. Already up 100% in a few mins. Just got his new IPO recommendation....