I thought we’d start out today with a quick teaser solution — Altimetry, one of the Stansberry/MarketWise publishers, is selling Joel Litman’s Microcap Confidential for $2,000 (“on sale” from $5,000, naturally, no refunds), and they’re doing so by hinting at a high-potential buy… here’s the intro: “Forensic Accountant who’s been followed by the Top 10 […]
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Tiptree and Warburg PincusTravis any thoughts about Tiptree and there big jump today? Didn’t know if you still follow them.
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 […]
This is one of the biggest weeks for earnings in the Real Money Portfolio, so I’ll mostly be checking up on the quarterly updates from some of my larger holdings for you today… but in analyzing quarterly updates and other news, I did find myself drawn to make a few purchases (and one sale). If […]
The pitch I checked out over the weekend for Motley Fool Discovery: Moneymakers is a little bit bear-market focused… “Motley Fool CEO Tom Gardner shows you exactly what stocks to buy in a downturn…with $1 million on the line! …. “… for the first time in 10+ years, we’re not in a bull market anymore. […]
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 […]
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 […]
Let’s jump right into it this week… I’ll get our latest tranche of the Annual Review started with one of the smallest companies in the Real Money Portfolio…. Tiptree (TIPT) Buy below 75% of book value if you can be patient, with the 3% dividend yield making the wait a little easier — I expect […]
Quite a week, no? As expected, my predictions about the election were wrong… and, perhaps more importantly, even anyone making a prediction about how the election returns were going to come out would have probably been wrong in guessing what might happen to the market in the wake of those results. I expected there to […]
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 […]
As I noted yesterday, I added to my Teladoc (TDOC) position because of the Livongo Health (LVGO) acquisition. That acquisition doesn’t make this less of a risk, Livongo was one of the few companies trading at an even more lofty valuation than Teladoc during this COVID-19 crisis (on a price/sales metric, at least — though […]
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 […]
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, […]
It’s been a wild week. The mood was still pretty upbeat on Monday and Tuesday, a little anxiety but a lot of complacency (including mine)… I was in Toronto early this week, with plenty of hand washing and hand sanitizer but no real signs of panic or changes in lifestyle for most folks — the […]
It’s been a wild ride for the past couple weeks of coronavirus panic, and this week has been especially crazy (and still isn’t quite over)… though it’s encouraging that my Real Money Portfolio has been a little bit stronger than the market so far this year — partly because of brilliant stock selection, I’d like […]
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 […]
Heydy ho, Gumshoe friends… today I’m going to go a little over my allotted time, this is the last Friday File for 2019 so I’m going to throw in a teaser solution for you first, then go over some updates and changes and news items from the Real Money Portfolio… ready? The teaser that some […]
Let’s start with the bad news… we got quarterly updates this week from Charlotte’s Web (CWEB.TO, CWBHF) and II-VI (IIVI), both stocks I’ve bought fairly recently (IIVI just a few weeks ago, CWEB a few months ago), and those are both in the red. Neither one hit a stop loss yet, but what did we […]
Today I thought I’d answer a reader question about a teaser that’s of particular interest to me — not because it’s particularly heavily marketed, I haven’t even seen the original ad or article our reader cites, but because I like the topic. Here’s the question posted by Irregular bunion132 recently: In a recent piece entitled […]
Earnings season is clobbering me with news once again this week, so there’s a lot to share… I’ll start with the actual transactions I made today, and move on to look at a dozen other stocks I own or am watching… buckle up! We’ll start with the one that probably most of you can’t easily […]
Let’s start with some selling this week, a mix of profit taking and stop-lossing for you… I sold a bit more of my Apple (AAPL) position today, as it tickles the $1 trillion level of market capitalization (and the only company as large is now Microsoft… who would have thought, decades after the rivalry began […]
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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...