More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...
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Friday File: Annual Review Part Three
Friday File: Valuation Fears, GAN, and some New Speculations
Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...
46 Comments Read MoreFriday File: A New Arbitrage, More Gambling, Royalties for the Watchlist, and Bubble Thoughts
I feel very cautious, yet also bought four new positions this week in the Real Money Portfolio...
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I was never able to get onboard with GAN, made enough mistakes with DKNG and PENN but did well with MGM and may hold ont...
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...