There are two conflicting drivers of my thinking right now: The notion that I should be conservative in cutting my losses on stocks that are losing money; and the fact that all of my largest mistakes have been made in selling stocks far too early. Yes, I’ve lost plenty of money in speculations or […]

Checking out the teaser pitch from Brownstone's Blank Check Speculator

Notes on Amazon, Shopify, Okta, Disney, Hipgnosis, Sandstorm Gold and more...

As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]

A Hodgepodge of Real Money Portfolio updates for my favorite people

What's up with the Real Money Portfolio this week?

Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]

... plus a quick note on questions about Paul Mampilly's latest $10 Million Portfolio teaser pitch

Real Money Portfolio updates on NVIDIA, Premier, Tencent/Naspers, Sandstorm, and others...

Checking in on The Trade Desk, Ligand, and a new speculation