There are two conflicting drivers of my thinking right now: The notion that I should be conservative in cutting my losses on stocks that are losing money; and the fact that all of my largest mistakes have been made in selling stocks far too early. Yes, I’ve lost plenty of money in speculations or […]

Welcome to another Friday of earthly delights! We’ve had some new folks join our numbers in the past few months, so I thought I’d catch you up on the Real Money Portfolio and what it represents… and why I write about it for you. After that, I’ll catch you up on my thinking on a […]

Hello, dear friends — I have a few portfolio updates to start with as I get you updated on a few trades that triggered since I last wrote, so adjustments to the portfolio (including a few buys and sells) will be the focus of today’s Friday File. The latest update to the Real Money Portfolio […]

Adding one new stock to the Real Money Portfolio, plus some add-on buys... and updates on Boston Omaha, NVIDIA, Alphabet, Facebook, and more...

Full summary of sentiment on my Real Money Portfolio, plus notes on Berkshire, Fairfax, Ligand, Shopify, Omega Healthcare, Square, U.S. Gold, Yatra and some other SPAC speculations

Checking in on Big Tech, TTD, IIPR, PCSB, COR, IPOA, NVDA, SHOP and YTRA

We don’t have one big story that’s catching my eye today, so I’ll do some catching up and musing for you. We’re heading into a slow week, so it’s likely there won’t be many new articles during Thanksgiving week — other than our annual “Turkey of the Year” reveal, of course. I often get asked […]

Checking in CCJ, DIS, PLOW, LGND, NVDA, SWKS, USAU, YTRA and Fairfax India

Today I’ll try to keep my blather a little more limited than usual… I have one update on a stock that I bought recently, and a couple updates on our watchlist this week (that list always lingers down there at the bottom of the Real Money Portfolio, in case you’ve missed it). The update is […]

International Capitalist teases an online travel agency and a large mobile telecom provider... who are they?

Including notes on Berkshire Hathaway, Markel, Fairfax, Axis, Yatra Online and Walt Disney

Real Money Portfolio updates, plus a Profits Unlimited teaser solution that's being pitched by Banyan Hill as the "#1 Stock for 2018"

This week I’m breaking up the Friday File into two parts — there was a clamor of request to cover the latest “Code of Life” teaser pitch from Michael Robinson, so I did that for you in a separate piece today… And I’ve also got some comments about recent earnings updates and some other news […]

Checking in on Yatra and some gold stocks, and an update on stop loss triggers for the Real Money Portfolio

A few transactions in my Real Money Portfolio, and a new watchlist stock.Includes notes on AAPL, MPW, NVDA, QCOM, SHOP, YTRA and more.

I sold an income investment, what are we looking for in the weeks ahead?

Several ideas sounded compelling to me at the conference this year, and one was compelling enough that I was inspired to buy its biggest competitor