Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]
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We’ve certainly heard a lot of chatter about the NFT craze in recent months, as new non-fungible tokens for artwork and collectibles have set crazy auction prices and created fortunes out of almost nothing… so I thought I’d take a look at the latest teaser pitch we’ve seen to pitch the NFT idea. The ad […]
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 […]
Stock Gumshoe is closed today for the Independence Day holiday, but I did put together a few thoughts last night, and have a couple updates for you on the Real Money Portfolio, so we at least have an abbreviated Friday File for you… Hipgnosis Songs Fund (SONG in London, HPGSF OTC in the US) has […]
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For those interested in diversifying a portfolio laden with tech & biotech stocks... What do think of newly-IPO’d stoc...
In the same niche as one of the under-the-radar stocks in the Real Money Portfolio called Hipgnosis Songs (SONG.L or H...