The hardest thing to do is nothing, and I again failed in that task this week. I added a new position to the Real Money Portfolio earlier this week in Match Group (MTCH), added a new position in a new company to the Lock Box at the close yesterday, and I’ll get to all of […]
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No real buying or selling this week… a peaceful few days of zen-ful “don’t just do something, sit there!” as we head into the holiday weekend. But I do, of course, have some updated thoughts and news items to share. Boston Omaha (BOMN) Boston Omaha’s (BOMN) earnings finally got restated and released, with adjustments being […]
I’ve been getting questions about the “ID Coin” teaser out of Stansberry for several years now, and I did briefly comment on it way back in 2018 when I was buying a stock that I think they were also teasing using this “ID Coin” spiel… but I didn’t get very detailed or write a full […]
None of us who speculate or invest in individual stocks in a volatile market are really managing money with the dispassionate application of numbers and analysis, a computer could do most of that better than humans can… no, what we’re mostly managing is our emotions. It’s been a wild week, and it’s often hard to […]
Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]
First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
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 […]
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
This spiel from Christian DeHaemer touches on many of the “trend” stories that investment pundits have been talking about in recent years, with a pitch about the “new normal” and the five big trends that will make you rich. It’s an ad for his Bull and Bust Report newsletter ($99 for the first year, renews […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
We saw a big recovery over the past week or so from those cyclical stocks that were hurt by coronavirus, as the excitement about reopening and vaccine development sends people out of direct beneficiaries of the outbreak like Teladoc (TDOC) and the stuck-at-home names and into the stocks that were most hurt by the shutdown. […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
It’s been an unusually active month in the Real Money Portfolio — a couple big sells, several brand new positions, and quite a bit more churn than I usually have. Those transactions have mostly been fairly small, the largest position that I opened or closed was the sale of my sub-2% Facebook position, but that’s […]
Earnings season is winding down, with only a few of my larger holdings yet to report, and so is my Annual Review of all of the stocks in my Real Money Portfolio — so I’ve got another installment of that for you today, sharing my updated opinion on a bunch of holdings (including a few […]
It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
President Trump and his team have reportedly been talking about ways to “delist China” from US stock markets or otherwise put up some barriers to prevent US investors from putting money into China, which put a scare into pretty much all the US-traded Chinese stocks and ETFs… I have no idea if that’s going to […]
Here’s what I’m trying to avoid: Predicting the direction of the markets because of my deep understanding of US-China trade dynamics. Every time I read an article that asserts “China trade deal more likely because of Bolton firing” or something like that, I throw up in my mouth a little bit. The market is way […]
Things began slowly this week after a weekend of decadence in Las Vegas… what impressions did I have of Sin City? People aren’t gambling as much as the last time I was here a few years ago, the tables and slot machines were not so crowded, but there were still some big crowds of people […]
This ad, yet another one that focuses on the potential for 5G cellular data networks to rewrite the investing world, comes in from the growth-happy folks at Motley Fool Rule Breakers… the ad letter that I saw was from Rex Moore, one of their analysts, and this is the section that caught my attention: “One […]
Sometimes I get so deep in the weeds in struggling through the absurd promises and promotions from investment newsletters that I forget to mention the one key common-sense tool that we all have at our disposal: If it sounds way to good to be true, it’s not true. Sadly, in the world of investing we […]
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
This ad has been around for more than a year, and I haven’t written about it… partly because the Thinkolator doesn’t have a 100% certain match (we only get a teaser solution wrong about once a year, and I want to keep that 99%+ accuracy rate). But it is an interesting one, and I started […]
A happy Friday to all of you out there in Gumshoeland… I’ve got a bunch of little stories to cover, starting with a chain of thoughts about some of the overvalued “cloud” stocks that have generated a little news in recent days, and then I’ll provide a few updates on other stocks, and a couple […]
Happy Friday! Let’s start you out with my favorite article that I read this past week: Michael Batnick’s Twenty Craziest Investing Facts Ever. Go read it whenever you’re convinced that you know what is going to happen over the next few weeks… or even the next few years. So… what’s going on in the portfolio […]
The “Trade War” is getting real, and the higher prices imposed by governments in China and the US. Tariffs are just import taxes, paid eventually by the customer, so they raise prices… which, our economist friends will tell us, suppresses demand… and since the higher price is going to a tax, not to a company, […]
This past week or so has been a “holy crap” one for those who are overexposed to momentum stocks — you know the ones, they’re the stocks I keep buying in small chunks but that are very expensive and a little frightening, the ones in my portfolio that I put in that category would be […]
I keep seeing more and more marijuana teaser ads, and yes, marijuana is an exciting sector right now with legalization in Canada and probably more incremental moves toward legalization of marijuana in the US this next election cycle… but they’re still companies that we have to analyze and understand if we’re to think of these […]
This counts as a “holy crap!” week when it comes to earnings, not because of any huge reporting that moved the market but because of the surge by just one stock, our fad retailer Five Below (FIVE) after earnings on Wednesday night. FIVE is generally lumped into the “dollar store” category, it’s the teen-focused retailer […]
CoreSite (COR) announced their latest dividend increase this week, which I’ve been anticipating — would they continue to be a rapid dividend growth REIT and keep investors excited, or will the slowing of the dividend growth continue to make me more cautious about the valuation of this highflier? Well, it turns out that the dividend […]
It was a little ugly to go from frolicking on the Florida beaches with the Little Gumshoes to wandering the cold and rainy streets of Toronto, but my trip to the Fairfax Financial Annual Meeting was worth the chill. Since I was there for Prem Watsa’s chat-fest, I came in a day early to check […]
So… what’s been happening to the Real Money Portfolio stocks this week? What else caught my eye? No transactions this week, but plenty of stuff to think about… Clean TeQ Holdings (CLQ.AX, CLQ.TO, CTEQF) announced a somewhat surprising equity raise a couple days ago. It seems inspired largely by urgency — they can’t really claim […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
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Thanks, I’ve owned Okta for a few years now and their growth has certainly been impressive. Haven’t looked at FORG ...
Thanks Travis for highlighting MITK. To complement your coverage, there are increasing interests and investments in the...
The only cloud security/cybersecurity stocks I currently own are Cloudflare (NET) and Okta (OKTA), both of which I like ...
Travis. The new format with added hyperlink is great. Any thoughts on ETFs like BUG? It holds OKTA and other security ...
I am invested in a private company called ID.me. They have received contracts from many govt agencies, eg SSA, many stat...
I looked at that years ago and concluded he was primarily touting Okta, though they may be using that same story to pitc...
You are bound not to reproduce their letter widely..that is true.. But you are allowed to answer questions such as "Is i...
i bought not only the $49 subscription but went in for lifetime subscription of $499. Now before you think I am an idiot...
Just got the latest pitch on ID Coin today. Travis has mentioned OKTA. I hoping that he or others can share more infor...
Heard XRP is tuned more to make the originators more money 1st, then maybe the holders later. It's been said that when n...
Their first version of that pitch was a tease for Okta (OKTA) a couple years ago, I have not looked to see if the new ve...
XRP has gone from 16 cents to 92 c, back to 19 c, and is now at 33 cents. Is your XRP information still actionable? what...
I'm totally confused??? Is this Civic, Metaverse, Selfkey, or OKTA. Or is it GBTC, XRP, or do we buy Ripple? Everythi...
I’d venture a guess, number 1. sounds kind of like Slack. Number 2. sounds a lot like Okta. Number 3. Sounds like Cisc...
We won't really know until (if) valuations normalize. It's also entirely possible that their rapid growth could continu...
Here is some of what I know being in the IT industry. I'm by no means an expert in database administration (i hate it ac...
They recommended OKTA when I could have gotten in for around $30 but didn't. I've been kicking myself since....
The stocks that I own in “security” are not really just cyber security stocks — I’ve always had trouble trying t...
Excellent explanation. As one who sells covered calls on a regular basis, before attempting Crowder's strategy, I'd firs...
For the record, while it didn't dip into the low 90's, Chuck's forecasting was pretty good. There is absolutely truth in...
It's all relative -- different businesses are valued very differently (Walmart trades at 0.6X sales because the profit m...
Okta is a publicly traded company that sells a security-related technology (identity verification, to oversimplify), not...
Yeah Dave, I agree with Rodger - besides getting screwed by LK and quite disappointed last year with Arista's performanc...
Travis, I enjoy your thoughts on $OKTA as they are clearly benefiting from this work from home rush but are still very ...
see goldrush126 above. I grabbed some cvc. as it is already working in that capacity. OKTA is at a lower price now afte...
Hi caegan; thanks for mentioning Ihor Dusaniwsky and Ophir Gottlieb. I looked at their websites. Are you just following ...
That was a pitch about OKTA the last time they circulated the "ID Coin" spiel, but I haven't looked at any recent versio...
Excited as this is my first day/hour among the Irregulars! Finally upgraded. I got lucky with my LGORF (one of the e...
Appreciate the updates as I too own many of the stocks you mentioned, including Okta, TTD, Docu, WRTC, and lamentably La...
the key words would be ,.. trusted key,... workday .. okta...
The last time they teased this idea I concluded they were hinting at Okta (OKTA). Which I also happen to own, FWIW....
Thanks for your analysis for TTD and OKTA. I was thinking of asking you for your take on the cloud stocks and here you a...
KEYS, short while ago you inserted a comment about KEYS and a correction. I responded that I thought it was already ...
Years ago, I read a book by Theodore Modis called "Predictions." The main idea was that growth often follows an S-shaped...
Maybe just a tiny bit of your vast knowledge is rubbing off on me. I purchased some DOCU before reading your article. ...
Same here, bought TTD and Zayo and OKTA due to Travis. I can't thank you enough Travis. I trust your analysis above all ...
I am retired and after some substantial hits to a modest IRA, am barely keeping afloat, but I bought SYMANTEC, which is ...
On a relatively good trading day today when all indices were up, two stocks in my portfolio stood out for going the oppo...
Any thoughts on OKTA earnings?...
I came close to shaving off a little profit, but it didn't quite hit my price for that so I'm still holding. I'm leery ...
Hi Travis, OKTA is down big today on a downgrade from buy to hold based on valuation. You previously stated that you wer...
Anyone else bullish on Okta? Identity management... Consistent growth and room to grow more....
Investors are buying growth in Okta, not the current financial performance — without R&D, the product would gradually ...
I guessed early this year that it was likely to be Okta, which I was also buying — that first note is here: https://ww...
9-18-18 I believe gumshoe has the correct answer about an ID coin that can be obtained from a broker. Information from ...
I haven't seen ads that were detailed enough to let the Thinkolator be definitive, but my suspicion has been that they'r...
I don't think I saw any ads that had enough clues to be definitive, but, as I noted a couple months ago, my suspicion ha...
Thanks for the confirmation, I was curious about that....
$OKTA - Website: https://www.okta.com/ #ThankYOU for #Sharing > Author: creator Comment: It is indeed OKTA that S...
And Motley Fool too. Thanks for the helpful analysis....
It is indeed OKTA that Stansberry is promoting, as THE blockchain company that will beat them all....