Updates following earnings for many of our Real Money Portfolio companies, particularly in tech and insurance

Some thoughts on serial acquirers and long-term compounding... plus a couple buys

Big tech earnings, fantastic insurance results, and more from the Real Money Portfoliio

Checking out a "win from predicting the end of the Ukraine war" teaser pitch from Empire Investment Report

Plus a quick Penny Options Trader teaser solution...

Choose Your Own Adventure!
(A) NVIDIA is Killing it and Earnings Will Explode
(B) History Says This Won't End Well
(C) All of the Above

A new buy, plus some big-picture musings, 13F notes, and updates on KEYS and NVDA

What are the five "whisper" picks teased in ads for Empire Insider Alert?

A hodgepodge of notes and updates for our favorite people...

News and notes from the Real Money Portfolio

A Hodgepodge of updates on Real Money Portfolio companies (and a couple former holdings)

Fine, call it a "Wednesday File" -- 13F updates, a couple companies that jump out, and some thoughts about the market's vibes...

Hipgnosis is reportedly in talks to buy Pink Floyd’s music catalogue, with most of the investment coming from the fund they manage for Blackstone, for as much as $500 million (no confirmation or detail yet, but usually the publicly traded vehicle, Hipgnosis Songs Fund, co-invests when they buy something for Blackstone). I’ll be curious to […]

A holiday weekend miscellany for our dear Irregulars

Sniffing out two teased picks from Paul's Secret Portfolio

A sell and buy in the marijuana REIT space, plus some thoughts on inflation and more...

You know how people always say you should “invest in yourself?” Well, given now irrational and emotional we can all be from time to time, when it comes to investing I think there’s also a pretty good argument for diversifying away from yourself. Several times over the years I’ve written about that general idea of […]

Following up yesterday's buy with a couple sells in the Real Money Portfolio

One sell and one buy this week, plus updates of "buy below" prices for half a dozen Real Money Portfolio companies

One sell among the falling growth stories, plus some commodity ideas and updated "buy below" prices on several Real Money Portfolio holdings

Talk of bubbles bursting is in the air, but I keep busy with smallish buys and sells and annual review updates in the Real Money Portfolio

What are the five "metaverse" picks teased in ads for Empire Stock Investor?

Closing out a tough week for tech stocks -- Buy? Sell? Close your eyes? Here's what I've done in the Real Money Portfolio...

More shifts in the Real Money Portfolio

ATVI, SFIX, BOMN Pershing and more... a stop loss and a little buying in the Real Money Portfoilo

Earnings Updates for the Real Money Portfolio... plus a first look at coming-public Hagerty

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 […]

Roku, Fastly, Markel, Kambi, Boston Omaha and more are covered in my Latest thoughts (and buys and sells) from the Real Money Portfolio

A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...

The Gumshoe family had a fun adventure over the past couple weeks, covering about 4,000 miles on our first big road trip since 2019… and every town and state we saw was a little different.  Hotels are full, but wildly understaffed in a lot of places — we stopped at a beautiful historic hotel in […]

More Royalties, Please… The world of precious metals royalties has been quietly changing a bit, with new entrants and some rising interest in gold as inflation concerns have heated up this year, so there are a few updates to share… but first… If you don’t know what royalties are, they’re best thought of as a […]

  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 […]

A few buys in the Real Money Portfolio, plus check-ins on safer SPAC prices, quarters from BOMN and CHWY, and much more...

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

Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...

What's happening with our Real Money Portfolio as we start the year? Updates on Roku, AerSale, The Trade Desk, Power REIT, GAN and many more...

Quarterly news from NVIDIA, Keysight, GAN and Sea... and updates on YSAC, Pershing Square, Altius, Roku and more...

Narratives and emotion drive the market in the short term, so last week we saw the tech stocks and COVID winners take another surge higher, perhaps in some surge of “election finally done” relief or just from the indications of a likely split government ahead… this week, some combination of Joe Biden’s election victory being […]

Let’s start with the obvious, just to get my weekly brain dump underway for you: We don’t know what the election will hold, or where the market will go from here… I continue to think stocks are pretty expensive, particularly the hottest tech stocks (and I still own a lot of them), but I also […]

My spirits have been lifted a bit in the last week… not so much by the general state of the world (unemployment is horrifying, the pandemic remains scary, politics has sunk even further into the gutter, a big chunk of the world is literally on fire, again), but by the return of some seasonal patterns […]

I shared part one of our Friday File with you this morning, when I took some time to dig into a nanocap idea being teased by Keith Schaefer, so part two will be a little more brief… just a few quick notes about things of interest this week, and some minor moves in the Real […]

Some Real Money Portfolio transactions in Insurance, plus a bit on hedging, SPAC mania and more...

What will probably serve investors best right now is patience. Don’t sell all at once, don’t buy all at once, and don’t feel like you have to do something every day. If you’re someone whose heartrate climbs as you open your brokerage account website and feel the urge to buy or sell every few minutes, […]

It’s “goodwill toward all” season, right? So now is the time to get ready to be nice to yourself. I don’t know whether this trade war will end, or if impeachment will lead to something bigger, or whether President Trump will find a way to goose the stock market again next year to boost his […]

A cloud growth swap trade, plus add-on buys in a few old favorites... updates on BOMN, ANET, NVDA, MedMen, Africa Oil 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 […]

What's Mike Cintolo's "one to buy if you’re buying only one" stock this week?

Ad from Tim Staermose teases, "How to buy some of the highest-quality stocks in the world at a MASSIVE 26% discount to where they currently trade on public markets." What's the story?

What is being pitched as the top pick of a billionaire contrarian? (Plus some other "Trillion Dollar Club" picks)

What's being pitched by Stock Advisor Canada?

What went wrong with Ackman? What did I miss?

Looking At Oxford Resource Explorer's pitch for a mid-December major event, plus some Friday File updates

What's Stansberry's "stock market anomaly that could return 500% to anyone who makes one simple move, right now?"

Solving a biotech teaser, plus looks at GLRE, TPRE, MKL, MPW and Pershing Square for the Friday File

Navellier says "2015 will be a fantastic year to make money" ... what are his favorite "bulletproof" stocks?

Ferris says, "If I had to pick one stock to put all my money in - this would be it." Plus a smorgasbord of blather for the Friday File

Checking out a Casey Crisis Speculator teaser, plus a few updates for the Friday File

Checking out a beaten down conglomerate, plus a couple personal buys

What five stocks is Chris Mayer putting in his "Coffee Can" portfolio to buy and hold?

I don’t have a single idea that makes me want to jump up and down this month — I’ve been trickling more money into Pershing Square Holdings (PSH.AS, PSHZF) and Tekla Healthcare (THQ) as well as more boring broad index funds and such, and have been tempted by some other investments, but nothing jumps out […]

What are the stocks touted by Shah Gilani for his Capital Wave Forecast?

More Blatheration for the Irregulars in this week's Friday File

Getting into some Friday File blatheration a bit early this week

An Agora teaser solution and other updates for the Friday File

Looking at some ways to piggyback on excellent investors -- and a new personal investment