We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
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Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]
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 […]
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
Odd rolls of the dice here at Gumshoe HQ have led to three different Cabot teaser pitches being covered in a relatively short period of time… this one is an insurance stock, and it has generated quite a few questions from the “teaser article” Cabot sent around saying this secret, unnamed stock is the one […]
Things will be a little quiet here at Stock Gumshoe for the next week or so — I’m off to do my big fundraising ride for Dana-Farber tomorrow, and will then be taking several days off to recuperate next week and spend time with family… I’ll be back with the Friday File next week, but […]
Time for some “Idea of the Month” thoughts for you, dear Irregulars. When you think the investing climate is a little more nerve-wracking than usual, why not go with a master investor who’s also nervous and is preparing for an awful economy? I’ve spoken quite a few times about my fondness for insurance company stocks. […]
Quite a few of our readers have sent in questions about this ad over the last day or two, which actually gives me a bit more hope for humanity — after all, this kind of promise of a “wealth compounding machine” should be much more compelling than the high-risk, highly-speculative “Double in a week” ideas […]
The second day of the Value Investing Congress resulted in mostly headlines about David Einhorn shorting Chipotle (CWG), since that was the only thing he shared that seemed new and sexy, but he and several other presenters also shared some interesting thoughts that stood out for me about a few of the victims/villains of the […]
I can’t think of anything intelligent to say about the current political and Wall Street mess, other than that in times like these I tend to hunker down and slow my trading, and focus more and more on multi-year investments in companies that I’m pretty sure will thrive in the next decade regardless of where […]
Now this one sounds exciting, eh? I don’t want to say that the mighty, mighty Gumshoe is a lazy man, but I must admit that the idea of a work week that lasts only ten minutes has some appeal … what the heck are they talking about? It’ll take me longer than ten minutes, but […]
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Markel doesn't pay a dividend because, as with Berkshire, the goal is to reinvest their insurance earnings into investme...