Infrastructure week! Looks like there’s a big ol chunk of cash that will be rolling downhill in the coming years for all the construction companies, broadband companies, materials companies, etc. after Congress finally passed the bipartisan infrastructure bill that they’ve been sitting on for months. Certainly our roads and bridges and public transport systems and […]
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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 […]
I pull together these thoughts for the Friday File throughout the week, and sometimes that means I end up feeling almost bipolar — the market sentiment on Monday was so wildly different than the sentiment this morning that our emotions can get a little whipsawed. Which means, of course, that I should be tuning down […]
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 […]
I thought I’d start with a “benchmarked returns” question, since a couple readers have asked recently how the Real Money Portfolio’s returns compare to the broader market. In general, I have usually done a little better than the US stock averages (I use the S&P 500, just for convenience), but sometimes I’ve done a little […]
Blather alert… skip down a ways to the ***** if you want to get right to the specific investments I’m talking about today… The market feels very uncertain, despite the massive stimulus and reopening boost that we all expect to see in the real economy this year, and the doomsayers are clearly out in strength […]
We’re now a year past the beginning of the real full-on panic about the coronavirus, and just a year past the worst drop in the stock market in March of 2020, so I went back to read my stuff from last April to see what I was doing and how I was feeling. Here’s a […]
Let’s jump right into it this week… I’ll get our latest tranche of the Annual Review started with one of the smallest companies in the Real Money Portfolio…. Tiptree (TIPT) Buy below 75% of book value if you can be patient, with the 3% dividend yield making the wait a little easier — I expect […]
I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]
It’s been a phenomenal couple years for the Real Money Portfolio, but I should also note that this has been to some degree a “monkeys throwing darts” kind of market — as long as you did more buying than selling over the past couple years, and as long as you kept your exposure to some […]
Today I wanted to start by looking at an abrupt move from a stock I’ve been watching in recent months. Lemonade (LMND) soared 20% yesterday and a bit more still this morning, on no news… the stock is not quite back to its post-IPO highs of July, but it’s awfully close now. What the heck […]
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I do have a turkey egg, Metromile...
we've just been scammed :(...
Trade Note: MetroMile (MILE) stunk up the joint with their quarterly update this quarter. The model continues to be...
I recently changed my Auto insurance from a big 5 "captive agent" company to GSHD Goosehead agent; she is one of the "gr...
MILE Metromile quotes a monthly base rate (depending on coverage you want) + a per mile rate (which can differ by vehicl...
@Travis Johnson Travis, If you can fit it into your time table, can you briefly give your thoughts on Metromile (MILE),...
The deal was formally completed today, Insu Acquisition has now changed its name to Metromile and the ticker change from...
Thanks Travis for all the good work. I started small on INAQ. I have very simple and basic question on SPAC as I am new ...
I went Long on INAQ / MetroMile, and hanging in today while the ticker is down 8.5% on the day. I wonder if many are s...
I haven't compared the two recently, but there's both a lot of room for disruption and a huge barrier to entry given the...
I can sure see what you mean about Lemonade and Metromile. It must be a age thing. I'm over 50 and I hate doing things o...