Are some of our "requires patience" stories not really worthy of the gift of more time?
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Friday File: Who Deserves Patience?
Friday File: Earnings Hits and Misses
Friday File: Moving up in Quality
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Friday File: What Have I Been MOST Wrong About?
Friday File: Prophets of Doom
Ooops, they did it again! Snap (SNAP), owner of the Snapchat messaging app and the most important company in online advertising, posted another horrible, no good, very bad earnings report, and fell 25% after hours, again. Not only does this signal the end of our way of life, but it also means that advertising is […]
18 Comments Read MoreFriday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Are we in a reset and a tough year... or the end of an era and a tough decade? Checking in on American Tower, Brookfield Asset Management, and others...
9 Comments Read MoreFriday File: Revenge on Private Equity?
Buying into a private equity firm that's "stealing" our assets, plus another "royalty" buy and updates on Perimeter, Illumina, PAR, Unity Software, Avalara and more...
11 Comments Read MoreFriday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
A hodgepodge of stories and updates... plus the start of earnings season for the Real Money Portfolio, and one "buy the dip" purchase
17 Comments Read MoreFriday File: Nibbling on the Way Down
A couple sells and several buys, plus notes on AFCG, BAM, DFH, PRM, TTD, U and more...
19 Comments Read MoreFriday File pt. 2: Mistakes Were Made
Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
Inflation has certainly caught the attention of everyone in the market these days, and whether or not you’re comfortable investing in stocks probably has as much to do with whether you think this 5-7% inflation will continue for more than a few months as it does with your analysis of the economy or the future […]
39 Comments Read MoreFriday File: Metaverse Gainers, Quarterly Updates and more…
Earningspalooza brings us updates on RPRX, PAR, PUBM, TTD, BOMN, DFH, BRK-B, STEM, U, AMD and more...
24 Comments Read MoreFriday File Part 1: Fire, Tech, and “Too Big to Grow”
Friday File: Smoke in the Box
Friday File: Another High Yielder to Light Up the Portfolio
I’m of many minds about the market, depending on how I feel in a given moment, so I try to avoid prognosticating… but if you want to force yourself to think about risk, as we all should do at least some of the time, one of the best go-tos is John Hussman, who has a […]
17 Comments Read MoreFriday File: I Can’t Believe it, but Two MORE Buys
Updates on some Insurance Disruptors, and part two of the Annual Review gets to PW, IIPR, MPW, CHWY, SFIX and more...
52 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...
36 Comments Read MoreFriday File: The Relative Safety of Agencies
Some Real Money Portfolio transactions in Insurance, plus a bit on hedging, SPAC mania and more...
22 Comments Read MoreFriday File: Panic in the time of Purell
More thoughts on how to invest through the coronavirus panic, along with some buys and sells in the Real Money Portfolio this week
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I do think Perimeter's (PRM) results will be primarily driven by wildfire activity, these were just the straws that brok...
Hey Travis, thanks for the write-up but I had a couple of questions regarding BOC and PRM.Regarding BOC, do you thin...
That founders agreement for $PRM is brutal. How common is that for public traded companies? This is the first ive seen o...
Is it just me or is it a bit crazy that GOOG is basically trading for the same valuation as a company like JNJ? Am I mis...
EVREF on the OTC markets... almost never trades, so it’s probably not quoted everywhere....
It is EVREF, but it almost never actually trades in the US, the average daily volume is 27 shares but most days are 0 --...
Travis, Thank you for the information. Can you help? I cannot find EverArc Holdings OTC ticker for the US market. I t...