A holiday weekend miscellany for our dear Irregulars
21 Comments Read MoreArticles
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
Friday File: Amazon, Alphabet and Midterms — turmoil time!
Updates and a few buys and sells in the Real Money Portfolio as stop-loss triggers fire off left and right...
14 Comments Read MoreFriday File: Lessons for a Volatile Week (plus two buys)
Welcome back, volatility! I’ve got the remainder of my Annual Review to share with you in a separate post that will be released later on, but thought I’d get my big picture thinking out of the way for you first… including a brief update about the few portfolio moves that I made today as we […]
23 Comments Read MoreFriday File: Annual Review Continued, including two Buys
Friday File: Bitcoin, Volatile Week, Two Sells and a Buy
Adding a new position to the real money portfolio, plus notes on bitcoin, Lexagene, Blackbird, Trek, PCSB Financial, Coresite, Maverix Metals, Naspers and more...
26 Comments Read MoreFriday File: Tech Happy, Gold, Uranium and Insurance Sad
Selling a REIT, buying a gold merger, thoughts on GOOG, AMZN, MKL, AXS, PCSB, ROIC, QTS, COR, SAND, DLPH, VTR and more...
6 Comments Read MoreFriday File: Venture Gold from Curzio, plus A Few Buys and a Sell in the Real Money Portfolio
Confirming a gold teaser solution, plus some Real Money Portfolio updates -- notes on Altius, Bellicum, Dataram, Delphi, Fosun, NI Holdings, PCSB, SAFE and China A Shares
7 Comments Read MoreFriday File: Interest Rates, REITs, Bitcoin and Berkshire
Big picture thoughts about Bitcoin and REITs, plus updates on PCSB, NODK, WATT, MKL, and even a little marijuana stock...
33 Comments Read MoreSchaefer’s “This Company Has Everything You Want As An Investor…”
Checking an Oil Royalty teaser for the Friday File, plus one buy in the Real Money Portfolio and updates on Franco-Nevada, Sandstorm, Douglas Dynamics, PCSB Financial, Ligand, Qualcomm, and Conduent. Phew!
17 Comments Read MoreSmall Buy Note — Mutual Conversion
I’m on vacation this week so won’t be penning my regular Friday File, but I did want to note that I just did get an order filled for a small position in PCSB Financial (PCSB), the bank that did a mutual conversion offering to its account holders last month and went public on the Nasdaq […]
8 Comments Read MoreFriday File: IPO’s, Conversions, and the Watchlist (and one sale)
Chris Mayer’s “This is the most urgent and compelling investment situation I’ve seen since 2014…”
What's will be urgent 24-72 hour opportunity being pitched by Bonner and Partners on tomorrow's conference call?
26 Comments Read MoreWe use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Comments
put PCSB in to look at it and it came up " Your search - PCSB financial - produced no matches"....
I discovered this memo at the PCSB on-lone site. Contact: Joseph D. Roberto, Chairman, President and Chief Executive ...
I listened to much of the "special event" today -- Mayer is indeed recommending a mutual conversion (he calls them thrif...