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

Stock Gumshoe is closed today for the Independence Day holiday, but I did put together a few thoughts last night, and have a couple updates for you on the Real Money Portfolio, so we at least have an abbreviated Friday File for you… Hipgnosis Songs Fund (SONG in London, HPGSF OTC in the US) has […]

We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]

I knew to buy like crazy last Friday morning, because people say that I am the SMARTEST INVESTOR IN THE WORLD. Woohoo! Oops, sorry, I forgot that I wasn’t selling myself with hype-filled puffery. That’s obviously not true, I did some buying last week and opened a few new positions that have done well so […]

Checking in on Stansberry Venture Value's second "tech royalties" idea

This is the intro that drove a lot of readers to send in questions this week: “The Greatest Day in Stock Market History “Thanks to Supreme Court Order 16-476, over $4 billion could move into three very specific stocks—on one day, Feb. 4, 2019. “If you invest now, you could ride share prices up 3x, […]

Will the Supreme Court create windfall profits for sports betting companies as soon as next week? Looking into the pitch from McCall's Investment Opportunities newsletter.