Topic Archives: Petra Capital

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. David Hurwitz of SC Fundamental has been collaborating with the Petra Capital folks in Korea as they begin to bring activist investing to that country. It’s almost inconceivable that […]

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Petra presented on South Korean stocks last year in Las Vegas as well, so it’s likely that these stocks are also ones that individual investors have trouble buying. They’re […]

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    Mr. Green is known to me for 14 years. And, Oxford Club did help me get a grip in the 2008 markets. Green is inspiration...

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    I have first hand experience from a Telecom vendor as well as working with Finnish software developers for the last thre...

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    Jeff Brpwn. Brownstone Research newsletter Any comments on top 5g or his newsletter?...

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    I agree, anytime there is a cure, a secret, conspiracy, or a book for sale creates more caution. Greed is writing the ...

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    Are you still naming INSG, MRVL and VZ for 5G winners? INSG’s CFO is changing. Steve Smith is leaving....

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    5G is Xilinx from his newsletter. I paid $79 for 1 yr....

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    I read his informatioñ since I paid to get it. The 5G was Xilinx, Which I bought....

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    Akoustis Technologies (AKTS) 11/06/18 $4.45 $7.95 $0.00 78.7% $0.00 (H) Buy up to $8 Lumentum (LITE) 04/09/19 $59.11 $84...

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    Does anyone know the name of JEFF Brown's #1 stock pick for 2020,a maker of an RF semiconductor that will be in all 5G...

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    Who are you commenting on that is connected to Agora Financial!...

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    * Has anybody the idea/guess of which California 5G Company Motley Fool is referring to, that will beat dotcom boom, bi...

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    He mentioned the Meeting with Commisioner PAI and spectrum auction. Intelsat. $INTEQ Fits the description. It recently...

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    What does the TT after the 2317 stand for on the Taiwan stock exchange?...

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    Because o the high frequency of 5g, i doubt that satellites will be any part of 5g....

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    Fake, Am I missing something? My numbers are different. I have 8 stocks in the tier 1, 7 in tier 2 and 4 in tier 3. ...

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    Hot spot 5G? Like Clear tried and failed? I don't see fixed devices without the services being all that profitable....

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    This is very interesting, and you make it easier to understand than most! Thanks. Travis...on a different note you ha...

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    Doing my own investigating - I am looking a QCOM, TWLO, CCI, MU, WIFI, TER, LITE, MTSI, SWKS, CHL, and VZ. I also think...

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    Zippyd, Thank you for sharing so generously to this community. May the Lord bless you abundantly!...

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    I don't know what 5G companies they are talking about.... I wasn't willing to pay the $49 dollars to find out LOL.I wo...

  • Travis Johnson, Stock Gumshoe

    I'd say no, 5G is real and available and "Apple-Fi" is a R&D project. 5G-related stocks might or might not rise from ...

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    Earlier this month AG Bill Barr mentioned ERIC and NOK as potential key players in the future of 5G roll out across the...

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    Jeff Brown enjoyed you on the College campus last night when you spoke about the s almall Califirnia company so envolv...

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    Hi Lowell, I am new to Teeka's stuff. IT makes sense that you can get it on an app like Robinhood, but that is just a ge...

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    Great writeup, very well explained...

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    I was reading an article on Calls and Puts. It discussed someone buying a large number of calls at $100 for different do...

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    For the 5G boom, Jeff outlines these - AKTS, LITE, IIVI, MTSI For AI, he outlines - AMBA, YEXT...

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    I am interested in what they are recommending also. I hate teasers like that!...

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    Wow, I was sold on Prime Payouts. Had put myCC info in and thought. Let me check on any complaints or strories. Came aco...

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    All the talking heads are missing the point entirely by suggesting that ANY stock purchases be made now. All evidence cl...

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    Travis: sorry to go off topic. But are you familiar with this promo? https://secure.caseyresearch.com/?cid=MKT443726...

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    Thanks for the insight, Woodwork. This seems to be the key prob to investing in 5G rollout - there are a lot of conflic...

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    Did anyone ever invest in the stock? If so, how is it doing for you? If not, why not?...

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    Ive heard a lot about Massive Money being spent on Low Orbit Satellite Internet Service while AVAV announced on Creame...

  • Travis Johnson, Stock Gumshoe

    Just means some note holders, probably the "rescue" backers from a couple years ago, have agreed to convert some of that...

  • Travis Johnson, Stock Gumshoe

    For the very fastest speeds using millimeter wave, yes, there need to be a lot more antennas and base stations since the...

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    WIFI -Canadian stock exchange. Maybe this small company does have the answers to stop the radiation that 5G produces....

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    I think for the most part, you don't want to buy the stock if it's being teased. Isn't that the basic premise of teaser...

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    Thank you for the 'Irregulars Quick Take' summary - a key benefit for paid Gumshoe Irregular membership..... I did not e...

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    How can I get in on the IPhone tsunami stock and how much does it costs?...

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    I sill like AMT & CCI best for 5 G. I also own VZ & ATT. My other 5 G is Qualcomm. I prefer some dividends with...

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    Well, I committed to the unthinkable. I listened to the missed earnings report and happily discovered that Ceragon is an...

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    I have Nokia and am thinking of buying a long covered call as I don't want to sell at the recent 30% drop. Th...

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    I AGREE NO SENSE WASTING TIME AND MONEY WITH A LOSER. THERE ARE BETTER FISH IN THE OCEAN LIKE 5 G.... I AM INTERESTED IN...

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    Thank but I have more interest in 5 G the next Generation.....Can you help me find the 3 best companies involved in perp...

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    Hello, I am a follower ! Can you uncover the 3 companies at the forefront of the 5 g revolution. It is difficult to ge...

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    Would really like to know which AI stock everyone is talking about and why the big secret....

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    This is a perfect breakdown of the D1-z Income Stream and how it becomes an extension to nearly all passive income strea...

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    This is a great video that will show you exactly how it works and why it's a legitimate alternative to mainstream stocks...

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    I don't own Nokia (but I do Ericsson) yet I think there is more juice in it: 5G spectrum licenses haven't been awarded i...

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    How about Skyworks Solutions Inc. ?...

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    CCI, AMT and QCOM are all solid plays on the mobile and 5g advances coming at us....

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    @kevinrawle, what's in your portfolio if you don't mind me asking?...

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    A possible explanation why NOK and ERIC do not move up can be found here: https://www.visualcapitalist.com/the-future-of...

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    I am posting this in regards to high speed semiconductor chips for 5G. Using photonics alongside a semiconductor chip...

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    Dear Travis; Thanks for your valuable work. I share the following information from Jon Markman regarding the 5G subject...

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    Any possibility of Nokia being a takeover target? If so, by which company?...

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    what happened to n o k and e r I c being major 5 g players or is it too soon to ask??...

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    Has anyone invested in company Inseego? If so what are your thoughts now? Is it still a buy? What concerns do you have n...

  • Travis Johnson, Stock Gumshoe

    He has touted a great many 5G stocks over the past year, including NOK and SWKS and some of the little filter companies ...

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    Dubious..some of the large caps are huge of course..Alphabet, Apple, American Tower, AT &T, Cisco, Crown Castle ( a ...

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  • Travis Johnson, Stock Gumshoe

    Could be, I can't say that I've often been successful at choosing an "all in" point for any investment... always better ...

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    Being în the industry for the last 20 years, I'd say it will come a time when the shares of 5G vendors will go down as...

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    G'day Travis, I've been following AR and VR now for a few years and seen a lot of the device being readied for market ...

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    Do you have any idea about this add from Profit Watch? : The One Company Critical to the Roll-Out of 5G in Australia in...

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    What is Paul's stock for AI?...

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    YOU GET MY RADIATION STANDING IN FRONT OF YOU MICROWAVE OVEN THAN YOU DO IN A LIFETIME OF DENTIST X-RAYS. POWER LEVELS A...

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    Cloud, Permian, Bitcoin, Cannabis, 5G are all SO yesterday. Gimme a "tomorrow" pick, Gumshoe...

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    Hi all. First comment since joining this wonderful community. Thought I'd share this interesting read on 5G. https://w...

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    The Hebrew University of Jerusalem has discovered in a recent investigation that human skin acts as a type of receptor f...

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    Will 5G undermine Weather Satellite Performance?? https://wattsupwiththat.com/2019/05/21/will-5g-undermine-weather-predi...

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    Thanks Travis, I just may re-invest my stopped out QCOM funds and purchase SWKS. Happy Friday!...

  • Travis Johnson, Stock Gumshoe

    I would assume that all rural subscribers are far less profitable than urban ones — that’s why telecoms are allowed ...

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    What about the two class action lawsuits that have been filed, one against ATT in California and another in the Southeas...

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    ridi pagliaccio, now a new riddle. the wather predictors magi told FCC that the 5G wavelength present a problem (as thei...

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    Great post Travis. As a former HP employee I accumulated shares of A and ultimately KEYS. I never thought of their as...

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    5G is going to be rolled out whether you like it or not. Too much money already invested to too much money to be made t...

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    BIG teaser: what is Jeff Brown's unveiled new 5G device that will be the number 1 tech stock of 2019, going from $0 to $...

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    I was going to buy a new wifi 5G enabled toilet that I recently saw advertised but I soon discovered that it was full of...

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    We are all guinea pigs in this 5G experiment,all in the name of greed There are a few cities in Europe that have banned ...

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    I did an update on Nokia and another 5G stalward todya, May 14, on www.global-investing.com which I sent to Travis. I su...

  • Travis Johnson, Stock Gumshoe

    NOK, which I do own shares of, has probably been the most aggressively teased 5G stock over the past year or so... but n...

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    In the Knick of time...from Thinko’ Yesterday this Rooter was on the search for literally essential small “parts....

  • Travis Johnson, Stock Gumshoe

    Sure, the big players in telecom will be big players in 5G... it's just hard to sell a newsletter, particularly one that...

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    Thanks for the comments on Harge's 5G teasers. A more rational discussion of 5G is here https://www.choice.com.au/elec...

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    Was Telstra a consideration in all of this? I heard from sources they where anti NBN due to 5G coming. They are also bui...

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    It is CL1.AX. Thanks for these two Travis. I have been email bombarded by Harje's 5G teasers for the last month or so, s...

  • Travis Johnson, Stock Gumshoe

    Nokia should have a stronger second half of the year and much stronger 2020 as 5G investment heats up, but "should" is n...

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    what company is mike ward saying will make millions ontheir 5g boxes?...

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    Just like Vanadium better! No liquid electrolytes to re-invent into a less explosive format as you, “Dr. Thinko “ re...

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    New info on 5G, Ericsson, ERIC, is also getting to be a supplier. your welcome...

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    I am curious about this $1.63 NYSE stock as well. It may some 5G angle....

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    Either company appears to be good acquisitions for 5G giants....

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    I agree with Nokia. I have been waiting for a time to get some calls. I got Jan 2020 6.00. With the options falling ...

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    Great read, explains topic well to a relative novice in tech stock investing. I have heard allot about Sierra Wireless ...

  • Travis Johnson, Stock Gumshoe

    The only note has been “Yay!” So far. I think this is both great for Apple and Qualcomm and likely to speed up 5G a...

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