Updates on Stitch Fix, Chewy, Roku and more... plus a big summary of the $100K Lock Box Portfolio
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
Friday File: Tax Loss Season Begins, a Look at Toast, and more…
Friday File: Freaking Out
ATVI, SFIX, BOMN Pershing and more... a stop loss and a little buying in the Real Money Portfoilo
29 Comments Read MoreFriday File: Back to the Woods
A deeper dive on Camping World, plus updates on GAN, SFIX, WRAP, FUBO and more...
29 Comments Read MoreFriday File: Quarterly Pressure on Small(er) Tech, plus a few buys and speculations
Roku, Fastly, Markel, Kambi, Boston Omaha and more are covered in my Latest thoughts (and buys and sells) from the Real Money Portfolio
29 Comments Read MoreFriday File: AdTech to the Lock Box
A new stock shoved into the lockbox, plus updates on DocuSign, Stitch Fix, Chewy, Dream Finders Homes and more...
22 Comments Read MoreFriday File: Benchmarked Returns, Some Clunker Updates, and Coinbase
Checking out recently weak MILE, WRAP and INTZ... plus a little buying, some updates on crypto investment valuations, and much more...
46 Comments Read MoreFriday File: Insurtech, Discounts to Book Value and more…
Another chunk of the Annual Review as we look at Metromile, Lemonade, Stitch Fix, Tiptree, DocuSign and many more...
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SFIX a good buy at $50?
Friday 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: Dreaming of NVR
Adding an IPO to the Real Money Portfolio, plus several other small buys and updates on Boston Omaha, Fastly, Power REIT and more...
35 Comments Read MoreTop Teaser Stocks of 2020
Friday File: Songs, Fixes, and the Fool’s “5G Supercycle”
Friday File: A Few Buys (including a rare IPO purchase), and an updated look at GAN
Re-sharing some "Dividend Rules of Thumb," plus updates on GAN, MPW, ROKU, NVDA, IIPR, CHWY and more...
40 Comments Read MoreFriday File: “Pre-IPOs” and some Real Money Portfolio updates
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 […]
31 Comments Read MoreWhat’s being pitched by Motley Fool’s IPO Trailblazers? Two Good Answers (and a Guess)
Friday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions
A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...
29 Comments Read MoreFriday File: Valuation Fears, GAN, and some New Speculations
Starting a couple new speculations, plus thoughts on GAN, NVDA, SONG, SE, SFIX and more...
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I did indeed own SFIX for a while. Didn't work out well :)...
What does $SFIX have to do with $ANET? IMO $SFIX is a turd but $ANET is a solid company that has doubled my money and I...
I have no comment on this particular stock except to say that it looks like HO HUM just another tech stock. I'd be happ...
I love StitchFix $SFIX as a company, got my fiancé a gift box for Christmas and she enjoyed the process and the few ite...
I feel the absolute same as you do about $SFIX and what is happening with the stock! As a customer, how do you feel abou...
I own SFIX...
good question! Just seen this one from Zacks, warning: bearsish stuff! https://www.zacks.com/stock/news/1277022/should-i...
LL is pimping SFIX today, as a buy on the recent 50% dip. But I still don't think this is one of his (current?) 7 "hyp...
He is essentially betting that there will be a strong move in either direction. He loses if the price remains the near t...
$SFIXI heard a StitchFix ad on the car radio driving home yesterday evening. Was kind of surprised they'd take their a...
I was skeptical of both SFIX and CHWY. But don't discount how much people are willing to pay for convience. Amazon is of...
Any thoughts after SFIX results and the resulting massive correction? To me this looks like an opportunity for the long-...
Hi Travis Re #SFIX, You mentioned this '(I also have some short-term bets on both puts and calls for SFIX, since I think...
I've owned TWLO and CHWY for a while. I did own SFIX but was disappointed by their execution. I haven't looked at it in ...
I like the spreadsheet of companies that have a market cap above $25 billion and accompanying info. Thanks for your ...
Oops! no SFIX in Canada. Looks like SFIX doesn’t need my business.lol! Thanks Travis....
Thanks... yes, Gurley's Benchmark was one of the few VC Firms that backed Stitch Fix early and really bought into the vi...
FWIW: I see Bill Gurley of Benchmark Partners is on the board of SFIX. Bill, way back in 1996, was the PC analyst at Mo...
Thanks for your insights on these companies Travis ! I added SFIX when Tom Gardner recommended first in SA and still at...
Have several shares of SFIX. I resolved to hold it because I think they have good long-term viability and I don't expec...
I have SFIX. It hasn't been a loser for me because I have only owned it since May. I was a little skeptical of the sto...
I watched the promotional video for Blast Off 2019 and they gave bunch of free stock picks from that service and every ...
I also am up 40% on APPN. got the recc. from Motley Fools. in fact--there picks have been great. TTD--I am up 100% in ...
Ya they recommend sfix a lot. They’re very high on it...
I have a little sfix. It's actually both a stock advisor and rulebreaker pick. I'd be a little disappointed if their b...
I would also assume sfix is one of their big small caps...