This is not a fundamental look at any of these stocks, but just a quick update on my personal portfolio. Like you, I have many priorities in my life… and some of those priorities changed a bit over the last week or two, so we’re considering some real estate transactions that make it important for […]
I wrote a short note to you last weekend while I was attending the Berkshire Hathaway annual meeting, and as part of that I noted that I had taken some profits on several of my time-sensitive gold positions, including some warrants on Brazil Resources and call options on Sandstorm Gold, among others. I didn’t get […]
We’re just about shut down here at Stock Gumshoe HQ for the market holiday today, but I do have some updated thoughts and musings for you about a few of the companies I own and write about with some regularity: Leucadia (LUK), Medical Properties Trust (MPW), and Fosun (FOSUF). And I should also update you […]
Brad Hoppmann at Uncommon Wisdom Daily is pitching his “entry level” Cash Flow Kings newsletter by promising two “secret” investments that will help you profit from the “Fall of the Wall” … so what’s he talking about? Well, the “Wall” is, of course, his metaphor for what a lot of folks, particularly the small investors […]
Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]
We originally covered a teaser ad very similar to this on October 30, 2013. The ad promising a “Next Berkshire Hathaway” is circulating again and generating more questions from our readers, so I’m re-analyzing it here for your information. The ad has been slightly updated with new numbers over the years, and this article has […]
Several stocks I own or write a lot about have some news (or have made some big moves) in the last week or two, so I’ll focus on answering some of the reader questions and updating my opinion on those this week. Altius released their results, so we’ll take a gander at those since lots […]
I’m feeling a little bit old today because my fourth baby, Stock Gumshoe, just celebrated its eighth birthday. Eight years of solving teasers, sharing thoughts, and defusing marketing hype… and it’s still such a cute little fella! I certainly never expected this to grow and get the attention of so many people when I sat […]
More “Contrarian Bonanza” picks, you ask? Well of course! There are several new teaser ads stacking up in the Thinkolator’s inbox, but before we get to those … let’s close the book on the “contrarian bonanza” picks from the Weiss folks as they tease their Million-Dollar Contrarian Portfolio. There are three left of the seven […]
I don’t think I’ve ever written a word about Charles Mizrahi, but he’s been around for a while as a respected value stock picker with at least one newsletter under his name … and he’s got a teaser ad out now that’s getting the attention of Gumshoe readers, so I thought it an opportune time […]
This is a follow-up to our look at the “Pasadena Secret Investment Society,” which teased us with five other holding companies that the Porter Stansberry Investment Advisory thinks are great investments. In the words of Stansberry & Associates, “If you’d like to make a small fortune in America today, we believe the only safe and […]
Comments
Leucadia (LUK)...
Travis, It's so generous of you to give US such wonderful gifts (especially Lancashire and Leucadia) on your youngest c...
Great memory, Doc. An Oct 2014 CNBC report briefly talks about "a salacious Wall Street child custody and divorce battl...
I generally like Leucadia, but it's baffling and very time consuming to analyze. Looks like their "rescue" of Jefferies...
I think the teaser you're talking about is for Charles Mizrahi's letter, and if so that's a repeat of one that went arou...
Several companies have been touted....Probably more since the origional list several years ago. Mort prominant is: Bro...
The comparisons between Berkshire and Leucadia are old...this is NOT a new idea. Indeed, their methodology and investmen...
HI Travis great as always - but all these ideas about matching Buffett and Berk are missing the point. I owned some Ber...
Thanks Charlie -- don't know what their history is with LUK, but I certainly also have some fondness for the company. I...