A New Buy for the Real Money Portfolio... plus some thoughts on Charlie Munger, Howard Marks and John Chambers.

Checking in on Real Money Portfolio holding ANET, SHOP, CCI, PW, SAND and more...

A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]

A couple "buy on dip" transactions today, plus updates on Las Vegas, IIPR, CWBHF, FIVE, NOK, OKTA, HSY and more...

A cloud growth swap trade, plus add-on buys in a few old favorites... updates on BOMN, ANET, NVDA, MedMen, Africa Oil and more...

Thanks for your kind wishes (and patience) as I took a couple weeks off with my family — we had a wonderful and relaxing getaway in a few of the jewels of the Rocky Mountains as we toured through some northern national parks, most of them blessedly devoid of cell phone service or wifi, but […]

Checking in on a bunch of Real Money Portfolio newsmakers... including MGM, NFDA, COR, PINC, IQ and many more... plus two new names on the watchlist

Updated thoughts (and some portfolio moves) on Berkshire, Fairfax Financial, Markel, Apple, Alphabet, Arista, Crown Castle, Shopify, The Trade Desk and more...

A Hodgepodge of Real Money Portfolio updates for my favorite people

Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]

A fantastic market last week, a terrible market this week… it’s time, once again for another episode of “Turn Off CNBC and Have Some Perspective!” I won’t go into a long screed about long-term investing here, but I thought I’d just share one of my favorite charts — I see someone post something like this […]

While we wait to see what Berkshire Hathaway’s quarter looked like, how’s the rest of the portfolio holding up? Holy Cow, Starbucks (SBUX)! Haven’t seen that stock take this big of a pop after earnings in a long time, and sentiment seems to have changed so quickly to a “this is a safe capital return […]

Updates and a few buys and sells in the Real Money Portfolio as stop-loss triggers fire off left and right...