Some thoughts on serial acquirers and long-term compounding... plus a couple buys
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Friday File: Capital-Light Compounding and 100-Baggers
What’s teased in Tilson’s “Peace Profiteering” Pitch?
Checking out a "win from predicting the end of the Ukraine war" teaser pitch from Empire Investment Report
28 Comments Read MoreWhat’s the “#1 Gold Play for 2023?”
Stansberry teases, "It's not a Mining Stock, ETF, or Bullion – but this virtually-unknown $5 investment could hand you huge gains as gold soars higher"
What is it? Thinkolator answers below...
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
Hipgnosis is reportedly in talks to buy Pink Floyd’s music catalogue, with most of the investment coming from the fund they manage for Blackstone, for as much as $500 million (no confirmation or detail yet, but usually the publicly traded vehicle, Hipgnosis Songs Fund, co-invests when they buy something for Blackstone). I’ll be curious to […]
13 Comments Read MoreDeteased: Latest Mizrahi “Forever Battery” Stock (Plus an “Energy Storage” Idea)
What are the two companies pitched in those Alpha Investor ads from Banyan HIll?
46 Comments Read MoreFriday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
Friday 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: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
Talk of bubbles bursting is in the air, but I keep busy with smallish buys and sells and annual review updates in the Real Money Portfolio
27 Comments Read MoreRevealing Whitney Tilson’s Five secret ‘Connexa Terra’ (Metaverse) Stocks
Friday File: “Tiny Cyber Stock” to the Lock Box, plus some Add-on Buys
Friday File: Freaking Out
ATVI, SFIX, BOMN Pershing and more... a stop loss and a little buying in the Real Money Portfoilo
29 Comments Read MoreFriday File: Another High Yielder to Light Up the Portfolio
I’m of many minds about the market, depending on how I feel in a given moment, so I try to avoid prognosticating… but if you want to force yourself to think about risk, as we all should do at least some of the time, one of the best go-tos is John Hussman, who has a […]
17 Comments Read MoreFriday File: Quarterly Pressure on Small(er) Tech, plus a few buys and speculations
Roku, Fastly, Markel, Kambi, Boston Omaha and more are covered in my Latest thoughts (and buys and sells) from the Real Money Portfolio
29 Comments Read MoreFriday File: “Never go Down” Inflation Investments and Some Price Updates
A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...
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It's usually best to trade on the home exchange if you can, so UMG in Amsterdam would be best... otherwise, I'd generall...
$UMGNF Forbes article: US Vivendi Investors Were Shortchanged, But ABBA Mania & George Lucas Are The Key To Great Gro...