A "cheaper than its cash" buy in the Real Money Portfolio, plus a watchlist update and another add-on purchase

A little pointless forecasting, plus answers to reader questions and a trade update or two

I posted these notes separately from the rest of this week’s Friday File, since they were getting a bit long — you can see my other comments and transactions for the week here. Boston Omaha (BOC) is getting a lot more interesting as it lingers around $20, and there was indeed a good crowd of […]

Real Money Portfolio updates

News and notes from 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

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

Top Teasers of 2021... and what's to come in 2022?

Earningspalooza brings us updates on RPRX, PAR, PUBM, TTD, BOMN, DFH, BRK-B, STEM, U, AMD and more...

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

What's being teased by Manward's new Venture Fortunes? (Plus, a little primer on SPACs)

Latest thoughts and musings from the Real Money Portfolio (and beyond)

Checking out another Motley Fool pitch

  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...

Any update on YSACU? I am watching other SPACs report interesting deals.

Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]

Adding an IPO to the Real Money Portfolio, plus several other small buys and updates on Boston Omaha, Fastly, Power REIT and more...

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

Reducing some leverage in some names, and buying a little more equity in others in our latest Real Money Portfolioupdate -- with updates on CHWY, SFIX, YSAC, ROKU, VSBLTY and dozens more...

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