Topic Archives: Tiptree (TIPT)

So… what’s happenin’ this week? I’m still wrapping my head around whether or not I’m interested in building a position in Coinbase (COIN) (or Voyager (VYGR.CX, VYGVF), or other brokerage/exchange companies in the cryptocurrency space), so I’ve been curious to watch the shares of COIN slowly drift down as Bitcoin prices fall from their highs. […]

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 […]

It’s time for part two of our Annual Review, this week I’m getting to a few of my largest holdings, including some that reported earnings recently and have had a big impact on the market. In the big picture, we’ve seen what impact a surprise event like the viral epidemic in China can cause… and […]

Comments

  • 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...

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