I thought I’d start with a “benchmarked returns” question, since a couple readers have asked recently how the Real Money Portfolio’s returns compare to the broader market. In general, I have usually done a little better than the US stock averages (I use the S&P 500, just for convenience), but sometimes I’ve done a little […]
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First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
Today I’ve got a new service to look at — it’s from Keith Schaefer, whose Oil and Gas Investments Bulletin we’ve covered a few times over the past decade or so… but this time he’s getting away from energy stocks with a service he calls Investing Whisperer (currently $999/yr for “charter members”). He has also […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
In case you’ve been living under a rock, the hot IPO news this year is that both Lyft and Uber are going public (along with other mega-IPOs Pinterest (PINS) and, probably, Palantir) — Lyft (LYFT) is already trading and generated a lot of excitement on the first day, though came back down sharply almost immediately, […]
In case you’ve been living under a rock, the hot IPO news this year is that both Lyft and Uber will be going public very soon — Lyft, in fact, should hit the public markets for the first time on Friday after setting a price for the IPO tomorrow, and their larger competitor will be […]
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DLocal provides a payments platform (API) that enable multinational giants to operate in emerging markets. I believe it ...
Make any sense? The real question is will it make any CENTS? LOL! Perhaps Travis could try to put any clues into ...
Have never looked at the details, it would take some time to build up any confidence about which of the three autonomous...
I don't know, that's why I put on my UBER speculation just with long-term options -- a robust reopening and heavy travel...
How about UBER? With the recent drop have they become attractive again? Though I understand that there are some uncertai...
In King ‘s weekly updates, he explains in detail what’s happening with the market. In this last update, he said th...
This topic hits close to home for me as I work for a division of James River Group (JRVR), used to work for Markel and k...
Hi Travis, What goes into your decision to buy options instead of the stock? For example, your Uber calls....
In the same week that Travis wrote about the positive outlook for UBER on this thread, I came across two news feed artic...
UBER doesn't sound right for this pitch....
Uber...
I can confirm that it is about semiconductor companies with ON Semiconductor at buy in the low 30s - also UBER as a play...
HyreCar is sort of like Airbnb for cars, with car owners renting the cars out mostly out to Uber drivers. Not sure if th...
As much fun as this chat board is, I think you miss the Mampilly affect if you don’t subscribe to a service. I’d su...
I just watched the most recent Casey presentation, and yes, it did NOT hook me. It starts by saying wealthy Americans a...
I do have PU as well , but saw the sell on UBER from IPO spec and sold it. I am realizing that it seems you buy and onl...
By the way, its interesting to see UBER is a sell from IPO spec, but still a buy in PU :)...
Sell UBER IPO speculator...
Haven't looked at DoorDash, sorry -- when it comes to that one, I'd want to think about their market presence vs. GrubHu...
In the early 80s Regan pushed Trickle Down Economics. To make it work, he lowered the tax rate on the Uber Rich from ab...
I have seen that advertisement often in the past few months, and I am curious as well. It is hard to imagine it is anyth...
I had a weak moment in December also, thinking that Benedicts professional experience probably does give him an edge. Wr...
Good point. I'm looking at electric buses, that displace a thousand times more carbon than a Tesla car. In the develo...
I was going to sign up for this newsletter yesterday, (only $49), but the re-up was a whole lot more , (close to $200)BU...
Apparently, H2 is still a product of fossil fuels as per experts to be competitive fuel. (Does not mean has to continue)...
The economics are more likely to Create a profit than, say, Uber or Lyft in the next five years... but, of course, that ...
Bit of a guess... " Eric with insiders- For example, Eric met the developer of a radical new crypto that could spell...
https://seekingalpha.com/article/4211446-hyrecar-failed-experiment HyreCar: A Failed Experiment Oct. 13, 2018 4:08 P...
Rather than "the AirBnB of cars", this seems more like "Zipcar for wannabe drivers". I'm convinced that Zipcar's mode...
Indeed... and autonomous cars are really the only thing that gives Uber or Lyft any hope of scalability (they've already...
I'm skeptical. To me, we have seen Uber et al enter a capital intensive market, cost shift the capital to indivuduals (a...
Another writer Altucher is advising CY as a backdoor Uber play, they need the chips for autonomous cars and AI....
I suppose, but PYPL is really just buying at the IPO as well. Counting on that to a big degree would be placing a subst...
With Uber you'd be buying the network effect to some degree (more Uber drivers equals better service for riders, means ...
The asset light business model is exactly what drives their high valuation. And you could argue that they do have contro...
How exactly are they arriving at the almost 100 billion dollar estimate ? All of their drivers are contractors so they d...
As far as these "back door. secret ways to buy pre-IPO shares" are concerned, it's just a misrepresentation of the real ...
Could it also be a play on PayPal (PYPL) who invested $500M in Uber recently....
Good points. And the most appealing and scalable early-stage companies aren’t being crowd-funded, the big amd overfun...
Altucher is a nutty guy, that pitch has ben around for a year or so, maybe longer, and is about Uber. His spiel is almo...
you can by Softbank and get exposure to Uber. They own s almost 17% of SFTBY at 35 per share....
Absolutely!! And, now, that GSVC has tumbled roughly 16% since its pre-IPO LYFT high of about $8.35, how does Ian's mis...
Need to separate the investors who have a serious interest in equity and or income growth from those who want an alterna...
The IPO is clearly Uber. Alternate vector is probably Softbank....
I doubt it's Uber because that's well-known, and this company is supposed to be well under the radar. Edge Case is a go...
uber...
If you want a Russian stock, how about Trump, Inc.? The Russians invested in a boatload of that stock and they say its ...
I'm wondering if GE is the next Lehman. A 1 million pound canary in the coalman indicating how much debt has gone into g...
The company is... Uber, through their "Advanced Technologies Group". https://www.technologyreview.com/s/602330/ubers-...
It is 100 percent quarkchain. The 7.4 billion uber rides is listed in the quarchain white paper. The other crypto that h...
I think it’s Aurora Innovations. They are linked to Carnegie Mellon, the Pittsburgh Project and the founders are from...
Agree....it's absolutely Uber....
The name of the company is Otto and they got bought by uber. They bought them for the technology of self driving cars....
Uber is a private company and it announced plans to have an IPO in the next year or so. It ran a self-driving car pilot ...
That teaser pitch is all about Uber, though I assume his actual recommendations are probably suppliers to the self-drivi...
i also think it is uber time will tell...
I agree on the Argo choice, based on my own research - question is, how do you get in on it Pre-IPO? And, with what hap...
Yes, I think that self-driving startup is called Argo AI, a startup founded by a former Google and Uber employees and it...
https://www.theguardian.com/environment/2012/feb/06/bill-gates-climate-scientists-geoengineering https://www.youtube.co...
Some levels of taxation are so onerous that it feels very much like slavery. Especially when those dollars go to other ...
Hi. There is none that I.know of? RIGHT now anyway. Stream movies tv shows. Amazon, hulu, nothing new to invent or inves...
Uber has announced Pittsburg will have a self-driving fleet and they have placed vehicle orders with Volvo....
Arch we saw it pretty much the same until I had my brain disrupted by Tony Seba. I am persuaded that the uptake ande pen...
arch1 - perhaps the trifecta of longer range EV battery + AI -self drivecars + uber may be the catalyst of 'disruptio...
Last night, Bill Rice, $APTO SVP/CFO Greg Chow and I were having refreshments and hors d'oeuvres at a cafe near Union Sq...
This is an an interesting question. In short, nothing. Quantum computing is not geared towards this type of computationa...
$HALO #NewSlides (just released) Halozyme Therapeutics (HALO) Presents At BMO Capital Markets 2017 Prescriptions Fo...
$CAPR uber ow - AlternativeRealityStar, Thank YOU for presenting this poster from the Action Duchenne 2017 Conference. ...
$TRIL $TRIL’s major poster presentation at SITC17 last weekend - the real poster entitled, “the checkpoint inhib...
Duplicate post, important thought: About “a little mining on the side”: the realization that Cleanteq can capital...
Shavian...and don't forget water purification. About "a little mining on the side": the realization that Cleanteq ca...
Two stories that ought not be able to coexist in a society that has any common sense or sense of decency. I think we m...
Just curious Travis. Why would "passing on Uber" be considered a mistake by anyone? It's a (To date) massive cash burni...
Tesla is putting the ability to self-drive in all their Model 3s ... Musk has indicated that he'll be launching a Tesla ...
Only Steve can advocate a secret with 700 million users. It is a speculation on WeChat taking on google and amazon or...
Santander, SC, underwrites the car loans for Uber....
Frank, you posted a link to a new story about the well planned attack by muslims, including ones from other countries, i...
Personally, I think it helps to separate the product from the company in the case of ARTH. The product itself is a worl...
I have zero doubt that this is indeed Alterra Power AXY. As a shareholder I have followed this company for some time no...
The suicide rate of gender shifters is horrific. Advocates of foisting it upon children are setting them up for early de...
toddba, likely you were on a boat that we made. I started there in '85. Uber long $GD...
That is an excellent summary and point you make, Toddba. The elites forcing this foolishness and evil on the rest of u...
$GNMX - Doc, great post-mortem analysis. Few factors like management being uber bullish on recent Cowen's presentation ...
There was a post I read about how another gummy found this site through NVDA and Twitter and it must be you. Small worl...
$AKAO, Listening to the webcast of the R&D day, if you're not long now, my advice is to get there. Their new drug, ...
$AKAO is the company with a lead drug, plazomicin, which could potentially treat most (if not all) of the multi-drug res...
Is there a way to get into such hot IPOs such as Snap, Uber, Spotify etc...
It seems like the uber wealthy are themselves seeing more danger, not less, ahead. Grid down fears? Do you think they...
Save, I rather like it! Although, I think it needs to be well over $5M, because that is actually still a huge problem f...
Just a thought on the estate tax...It has never hurt the truly wealthy, only the middle class who have saved for years a...
HN I need to raise a perhaps small point so the group does not become caught up in conspiracy paranoia. .Infowars play...
This is my explanation as to a strange thing - the super rich love affair with the party that bashes them and threatens ...
Ah, makes sense. Uber has now given up in China as well, they sold their Uber China to the dominant local player....
The 292 apparently refers to the State Policy order no 292, which was the basis of curtailing the activities of Uber, Fa...
The specific deal is negotiated between Arch and the crowdfund outfit. It would be a warrant with specfic exit terms. Th...
Mary: Not sure how to spot a lout but it's good practice in assessing management teams to look at track records. If a CE...
https://www.armstrongeconomics.com/markets-by-sector/real_estate/housing-market-collapsing/ To own or not to own, that ...
Funny how the uber rich are always for the globalist agenda....
DR KSS Germany in the Nazi era had ethicists who signed off on practices "for the good of society" and the thinking o...