You’ve already heard quite a bit from me this week, since I shared the latest buy news from the $100K Lock Box portfolio yesterday… but I’ve still got a few things to share with you to close out the week… including one more add-on buy. We’ve got news from a few of our Real Money […]
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Friday File: Acquisitions, Acacia and Intuitive
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Plus quarterly updates on PAR, SHOP, NET and more from the Real Money Portfolio... and some cryptocurrency thoughts
34 Comments Read MoreFriday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
Inflation may not change that quickly, but inflation expectations can change very abruptly — like this week, when a hotter-than-expected CPI number finally pushed the market over the edge and convinced investors to stop expecting a rate cut in March, or five+ rate cuts this year. That relatively small shift in sentiment, with the market […]
10 Comments Read MoreFriday 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: What’s Going to Happen Next Year, and What Should I Buy?
A little pointless forecasting, plus answers to reader questions and a trade update or two
15 Comments Read MoreFriday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
An early Thursday File this week, thanks to the holiday... more in the ongoing adventures of the Real Money Portfolio
12 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: Bargains and Busts as Earnings Season fades
Two weeks of catch-up -- so we've got Two Sells, Two add-on buys, and a new entry in the $100K Lock Box Portfolio
23 Comments Read MoreFriday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Friday File: Another Bet on Electrical Infrastructure
A new buy, plus some big-picture musings, 13F notes, and updates on KEYS and NVDA
20 Comments Read MoreFriday File: Moving up in Quality
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: Advertising, Payments and Ammonia
A look at a "Death of Diesel" Teaser, Plus Thoughts on TTD, PAR, ROKU and more... and a new watchlist stock for the Real Money Portfolio
17 Comments Read MoreFriday File: Elections, Inflation Shock… What to do?
Election Confusion, A Shock Overreaction to Inflation Numbers, and some more quarterly updates... including a new stock I'm watching, and two that I bought more of today.
8 Comments Read MoreFriday File: Revenge on Private Equity?
Buying into a private equity firm that's "stealing" our assets, plus another "royalty" buy and updates on Perimeter, Illumina, PAR, Unity Software, Avalara and more...
11 Comments Read MoreFriday File: Restaurant Royalties, and a little Wallowing in Pessimism
One new stock, some news, and a longtime holding that might be on the way out...
19 Comments Read MoreFriday File: Riding the Overreaction Machine
One sell and one buy this week, plus updates of "buy below" prices for half a dozen Real Money Portfolio companies
25 Comments Read MoreFriday File: Tax Loss Season Begins, a Look at Toast, and more…
Friday File: Insurance Disruption, flat Rhythm, and a falling Par
One new buy in the Real Money Portfolio this week... plus thoughts on Lemonade, Goosehead, Rythm Pharma, Lemonade, Par Technology and more...
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Always interesting to me that TOST hasn't gotten much of the teaser treatment from newsletters in recent years. Nice, ...
I believe that Stock Gumshoe was where I first learned of Toast Inc. TOST. Just want to give a thank you to Travis....
Travis, thank you for TOST. I got in last Fall based on your discussions. Perhaps I'll raise a glass because I'm also up...
Trade Note: Burned but still on the right track.Toast (TOST) reported a slowdown in their revenue growth, and guide...
Maybe that will encourage other larger operators to look at TOST....
Travis, I think you hit TOST perfectly. How to gauge profitability and market penetration. Business Breakdown has a g...
Nice writeup, Travis. I suspect it's difficult to go wrong with QQQ; and I feel pretty good about ROKU, TOST, and ...
So, you think TOST is a better buy than LSPD? Also, any thoughts on LKNCY?...
Travis, thanks for TOST.Two asks (for your quick scan to see if it makes sense for a Friday file/purchase)VRM- ...
SPRO, DTIL and KLDO are all toast; KLDO is closing shop!...
Thanks Travis, I enjoy reading your Friday file after I just became an irregular. Liked your coverage on toast, maybe ...
Hi Travis I own lightspeed and have owned it since it went public at around $20 CDN , i recently added a few shares af...
My quick reaction? My opinion on PAR's potential hasn't changed, and it's well below my max-buy price still. That asse...
You don't have to actually make sure it's blocked for every US user, you just have to make it illegal to do business wit...
So Basically a bunch of Billionaires have said 'S*** We are all toast in the next 10-20 years Billions won't be any use ...