A couple new Real Money Portfolio positions, plus Part One of the Annual Review (and, yes, some GameStop comments)

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

Some more thoughts on emerging insurance disruptors, SPACs, base metal royalties, and what to do with huge winning positions in nosebleed-valuation stocks

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 […]

Watching the electoral tumult, but focusing on updates from The Trade Desk, Roku, Avalara, PAR Technology, Tiptree, Innovative Industrial Properties and more...

Earnings season tends to start a little slow here at Stock Gumshoe, since I don’t own many of the stocks who report early — we had Intuitive Surgical (ISRG) last week and cell tower REIT Crown Castle (CCI) yesterday, but things will heat up in a big way next week, when I’ll have about a […]

Jason Williams at The Wealth Advisory says "I’ve been raking in cash hand over fist thanks to a little-known secret of the legal cannabis markets that I call 'Pot Paydays'"...

...so, what's the "secret?"

The risk of "Catch Up" Speculating, plus thoughts on IIPR, DOCU, WORK, PAR and a new buy