Updates on a bunch of our holdings... plus two add-on buys
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
Thursday File: A Buy and a Sell before Good Friday
Getting this out a bit early because everything’s closed up for the Good Friday holiday tomorrow. What’s up with the Real Money Portfolio? We did get a few final 2023 reports… and that led to some investment decisions on my part. The Boston Omaha (BOC) annual report came in a little later than last year, […]
13 Comments Read MoreFriday(ish) File: NVIDIA, Teqnion and more…
Friday File: Best of 2023
Checking out the best buys in the Real Money Portfolio over the past year... what can we learn from them?
9 Comments Read MoreFriday File: Capital-Light Compounding and 100-Baggers
Some thoughts on serial acquirers and long-term compounding... plus a couple buys
9 Comments Read MoreFriday File: Insurance and Tech Earnings
Big tech earnings, fantastic insurance results, and more from the Real Money Portfoliio
4 Comments Read MoreFriday File: PAR, LAB, Chapters and Qurate
Some big picture blather about debt and real estate fears, and investor sentiment in general, plus two add-on buys and one new addition to the Real Money Portfolio
9 Comments Read MoreFriday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
Thoughts on several current and past Real Money Portfolio companies, including AMT, DIS, MPW, EQT, FLNC, STEM... and one brand new buy.
10 Comments Read MoreFriday File: Lock Box Check-in
Friday File: Earnings Hits and Misses
Friday File: Earnings Reports Support Growth Stories… so far
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Checking in on the early second quarter reports from a few Real Money Portfolio companies... plus some updates on Toast and telecom
8 Comments Read MoreFriday File: Expensive Stocks, How Worried Should We Be?
Friday File: Valuation Matters… and Why Don’t I Own Apple?
How I think about valuation, with some examples large and small... plus a few other Real Money Portfolio updates
19 Comments Read MoreFriday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Latest from Travis' portfolio... plus a comment on the ongoing marijuana trainwreck
12 Comments Read MoreFriday File: Buying a Dinosaur
Thoughts on ISRG, Tower REITs, KEYS and IIPR... plus one new purchase in the Real Money Portfolio
17 Comments Read MoreFriday File: Teaser Performance, Shorts, Activists, Pershing and AI
Friday File: Updates on Boston Omaha and Ecora
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Friday File: Hits and Misses on the Earnings Front
Updates on TTD, WCC, ROKU, SHOP, TOST and KNSL... plus Teqnion, Munger and more...
14 Comments Read MoreFriday File: Hard to buy… but worth it? A New Addition to the Lock Box Portfolio
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From my first glance at Teqnion's financials, we might finally see the stock fall into "buyable" range next week -- the ...
Travis, Thank you for this very informative article, your research and explanations. I don’t find TEQ or CHG on TD Am...
I'm grateful you are covering both TEQ.ST and other "esoteric little investments outside the US". I just saw that TEQ i...