Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
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Friday File: My “Top Ten,” plus Some Adventures in Shorting and A Check-in on Gold Royalties
Friday File: India, China, the Big Picture for 5G, and a bit of Selling
Checking in on India after the election, and the ongoing tech sector fear of ChinaQualcommHuawei5GPanic, updates on Fairfax, Okta, Qualcomm, Nokia and Keysight... plus reader questions on selling and Mtech
18 Comments Read MoreFriday File: Buying More 5G, Earnings Season Thoughts, and more…
A few buys and sells in the Real Money Portfolio, with notes on Nokia, Ericsson, Xilinx, Qualcomm, Hershey, Zayo, Altius, Largo Resources, CoreSite, Mtech Acquisition and more...
13 Comments Read MoreFriday File: A Little More Arbitrage, Plus Berkshire, Shopify, Starbucks and other Updates
Thanks so much to the new folks who’ve joined us as Irregulars this week — we’re midway through our annual charitable membership drive, and it’s looking pretty good… I’m hoping we can get our totals up to last year’s numbers, and we’re almost halfway there with a donation pile of close to $6,000 now. That’s […]
38 Comments Read MoreFriday File: Apple and NVIDIA get Ugly
Happy holiday season, campers! What’s up with the Real Money Portfolio as we head into a slow Thanksgiving week? The most brutal takedown of the week was NVIDIA (NVDA), which I’m sure many of you noticed this morning — that’s a stock that hit a stop loss a while back for us (I was watching […]
18 Comments Read MoreFriday File Part Two – Portfolio News and Updates (GOOG, SPACs, IQ, FB, INTC, SWKS, MKL)
Plenty has happened in the past week or so, as I’ve been on the road (both vacationing in the sun and working in the rain), so what’s up with the Real Money Portfolio? On the news front we’ve gotten a lot of earnings reports since I last wrote to you — Alphabet and Facebook had […]
2 Comments Read MoreFriday File Part One: Visit to the Thawing North, and a Few Buys (and sells)
Notes from the Fairfax Financial Annual Meeting (plus sum-up of a bunch of transactions -- more coming in separate posts this week)
6 Comments Read MoreFriday File: The Big List, plus a buy on great earnings and a few speculations
Full summary of sentiment on my Real Money Portfolio, plus notes on Berkshire, Fairfax, Ligand, Shopify, Omega Healthcare, Square, U.S. Gold, Yatra and some other SPAC speculations
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While shoulder surfing I know the 4 moonshot stocks to be: SVVTF, MTEC (nor AKERN), MEDIF, TPB with a bonus of AGEEF. ...
Hi tinskov, yes, if you are referring to the report he released on May 3rd, they are SVVTF (TILT Holdongs, MTEC (MTech A...
That's a good summary. The MTEC deal is expected to close early next year, and I haven't seen any indication that it mi...
Hi Travis, do you short MTEC and buy warrants in equal quantity (1 warrant to buy 100 shares long, 100 shares short?)...