An early Thursday File this week, thanks to the holiday... more in the ongoing adventures of the Real Money Portfolio
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
Friday File: Lock Box Check-in
Friday File: Warm Blankets and Rollercoasters
Updated buy levels for a bunch of Real Money Portfolio companies, including some big movers this week... plus one sell and two buys
34 Comments Read MoreFriday File: “Tiny Cyber Stock” to the Lock Box, plus some Add-on Buys
Tiptree and Warburg Pincus
Travis any thoughts about Tiptree and there big jump today? Didn’t know if you still follow them.
2 Comments Read MoreFriday File: Buying a Beaten-Down SPAC, Lock-Boxing a Changed Story
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 […]
26 Comments Read MoreFriday File: Insurance and Tech Updates (and buys)
Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one
22 Comments Read MoreWhat’s Tom Gardner’s Moneymakers Teaser Pick in Specialty Insurance?
What's the teaser pick hinted at over the weekend in ads for Motley Fool Discovery: Moneymakers ads?
19 Comments Read MoreFriday File: More on Coinbase and Bitcoin, Quarters from Crown Castle and Intuitive Surgical, and more…
Three buys, one sell and a couple little speculations this week -- updates from the Real Money Portfolio
26 Comments Read MoreFriday File: Goose in the Box
Markets are people, and people overreact — bull markets get too excited and people pay irrational prices for popular stocks sometimes, and bear markets get too fearful and people sell regardless of company fundamentals and drive prices down to silly levels at other times. We can come up with some assessment of what we think […]
13 Comments Read MoreFriday File: Annual Review Complete, plus another buy for the Lock Box
Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]
47 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...
17 Comments Read MoreFriday File: Earnings and Elections
Watching the electoral tumult, but focusing on updates from The Trade Desk, Roku, Avalara, PAR Technology, Tiptree, Innovative Industrial Properties and more...
19 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 MoreFriday File: Mostly Boring Real Estate Stuff This Week, Sorry
Updates on some healthcare and real estate stocks in the Real Money Portfolio, including four add-on buys and two new names for the watchlist
31 Comments Read MoreFriday File: From Weed to Shining Sea
Have you ever heard the quote, “nothing tastes as good as thin feels?” Such sayings have been attributed to waif model Kate Moss, plenty of her anorexic fans, and dozens of others in the perfection industry (including Stephen Covey), and I’ll confess that the sentiment has never resonated with me even a little bit (as […]
22 Comments Read MoreFriday File: How about Hedging?
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, […]
30 Comments Read MoreFriday File: Buying and Selling (at a Social Distance)
Checking up on the Real Money Portfolio -- A few stop losses, and a slew of buying in a wild week
29 Comments Read MoreFriday File: Annual Review Part Six (done!)
Finishing up the Annual Review, including some buys and sells and updates on The Trade Desk, Tiptree, Keysight, Fairfax, Kennedy-Wilson, Innovative Industrial Properties, II-VI, Guardant Health, Fibra Uno, Disney, Crown Castle, Africa Oil and more...
11 Comments Read MoreAnnual Review Part Two
Part two of my annual look at all of the Real Money Portfolio holdings... including thoughts on Apple, Amazon, Berkshire, Facebook, Boston Omaha and Tiptree
4 Comments Read MoreFriday File: Bank of Marijuana (and much more)
A quick Pot teaser solution, plus a sell and three buys -- updates on IIPR, SONG, India, Equinox, Tiptree, MTG-B and more...
11 Comments Read MoreFriday File: Sad Lasers, Disappointing Hemp and too many Mutual Funds
A check-in on II-VI and Charlotte's Web, plus updates on WRTC, DIS, TTD, BOMN and TIPT... and a deeper dive into some of my other holdings
8 Comments Read MoreFour (or Five) Stocks for the “World’s Best Business”
What are the winning stocks hinted at in Porter Stansberry's "The One Business I'll Teach My Children?"
16 Comments Read MoreFriday File: Earningspalooza Overload — Two Sells, Four Buys and a dozen updates
Plenty of Real Money Portfolio updates this week... including news on Modern Times Group, Elekta, IIPR, Power REIT, Tiptree, Guardant Health, The Trade Desk and many more...
14 Comments Read MoreFriday File: Two New Small-Cap Buys in Hated Businesses, Two (partial) Big Tech Sales
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Do you still own Tiptree financial. (TIPT)...
I still own them, just in the Lock Box instead of my regular Portfolio. it’s good news — essentially a similar ou...
Trade Note:Tiptree (TIPT) got above $11 for the first time since I've owned the stock, inspired by the revised S-1 fo...
I don't yet understand how selling off the more valuable subsidiary, Fortegra, is going to increase Tiptree's value - ot...
The enthusiasm is coming off a bit, so we may drift down further, we'll see -- we're back below my "25% discount to book...
Love reading your stuff!! Awesome call on TIPt. My only regret is not buying more....
Thanks Travis. Always look forward to your Friday review! Re: TIPT, is it still worth entering after the most recent upt...
I’ll be surprised if it falls back quite that far, though it certainly could if the Fortegra IPO is a bust and the mar...
Trade Note:A little shifting around in what I consider the "value" portion of my Real Money Portfolio today -- with ...
I appreciate your math on tipt! Amazing....all I can say!!...
Man, that was some crazy lucky timing for my most recent Tiptree buy -- as of yesterday this stock, which has been in th...
Thanks, Travis, for another informative Friday File. I think a taste of TIPT will be good for my IRA. I think it was a ...
thanks for the update on TIPT, Travis! ...
Hi Travis,I know this write up was back in September. Would you still recommend TIPT?...
Hey Travis, Any new news on Tiptree (#TIPT) or did I miss it in a previous Annual Review installment?...
Any updates on the outlook for $TIPT? I've been micro-dosing recently as the price descends to $5/share, I believe you s...
Looking to double my tiny entry position into $TIPT on Monday, liking them more than $BOMN which I sold out of last summ...
Travis! Did a lot of research and Disagree with your promotion of Tiptree (TIPT). The facts I found are: This company ha...