I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]
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Every once in a while I cite the DALBAR studies, or other indicators and reports that can serve as reminders that each of us is his own worst enemy in the market — and there was another such release of data this week. Vanguard looked at the small subset of its investors who were active […]
If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
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I have over 30,000 emails in my in box from Tillson and the others like him. In fact I can't even figure out which ones ...
I’ve never looked at PENN in any detail, but I think GAN is being undervalued by the market, perhaps in part because o...
I was on macrumors and discovered IIVI and its in Penn where apples next campus will be built. IIVI supplying iphone 12a...
Travis, any thoughts on $GAN recent disclosure that fanduel will no longer be a customer as of August of 2021? I'm sure ...
I don't know anything else, sorry, though I did know that Barstool was PENN's entree into competing in sports betting. ...
Travis thank you for finding $GAN and your continual research with it. In regards to their new mystery customer I was wa...
What has happened to Smart Dust in the three years since the previous article was posted? For starters, one of these ma...