Happy weekend, campers! Here’s a good quick read for you to start the weekend from Vitaliy Katsenelson, who is a smarter guy than me. It’s called Want to Be a Better Investor? Stop Staring at Your Portfolio… and it got me thinking a little bit. Here’s a little excerpt: “You spend hundreds of hours on […]
As the market comes close to new highs again, I’m strangely finding some solace in more bearish views. My Real Money Portfolio is doing just fine, thanks, beating the broader market by about two percentage points since the beginning of 2018, but I’m also keeping a substantial cash allocation and have money allocated to hedge-y […]
A happy Friday to all of you out there in Gumshoeland… I’ve got a bunch of little stories to cover, starting with a chain of thoughts about some of the overvalued “cloud” stocks that have generated a little news in recent days, and then I’ll provide a few updates on other stocks, and a couple […]
Since I added to a telecom/5G stock today, and I see that same stock being teased again this week, I thought I’d take this Friday opportunity to solve a teaser for you as I update you on my portfolio moves. The teaser is from Michael Robinson for his Nova-X Report ($79/year), and it sounds kind […]
Heydy ho, investing friends! I finally wrap up my Annual Review this week by covering the final three names… and I’ve also got a bunch of other updates to share with you, along with one add-on buy and one brand-new holding for the Real Money Portfolio… enjoy! We’ll start with the completion of the annual […]
Everyone hates their cable company and their wireless company. When we used to have home phones, we hated Ma Bell, too… everyone who has a monopoly or near-monopoly and uses that to keep prices and profits high and customer service low gets ranked pretty far up the “hate” list, whether its the airlines or the […]
Comments
Same here, bought TTD and Zayo and OKTA due to Travis. I can't thank you enough Travis. I trust your analysis above all ...
Yes, thanks Travis for the heads up on ZAYO. I bought a block when you did and sold a day after you did. Very good call...
Thanks for the guidance on Zayo. That worked out very well....
Took a nice profit on Zayo! Thank you, Travis!...
Trade Note: ZAYO The Zayo (ZAYO) deal is finally done now, should we sell right away? I see no real likelihood o...
I traded some in and out over recent weeks, but still hold some. Here's what I said in the article above: I did a ...
Are you still long on ZAYO? Thought you sold some but not sure if you are getting out. Thank you. Love your work....
April 22, there was an interesting analysis on Seaking Alpha by Bram de Hass about ZAYO, ending with his own fears and ...
I've been having a lot of fun trading $ZAYO calls lately, in very tiny amounts of course, thank you for the continued in...
I don't expect it will be a massive winner, but it might end up being an unusually quick one... we'll see. The share pr...
I have to admit I bought some Zayo then sold it shortly before this pop. I received the advice that “one should never...
There's still time to buy-o the ZAYO...
There are a great many of them promoted by lots of different people. The ones that I’m currently invested in primaril...
Trade Note: Zayo Group (ZAYO) announced yesterday that the buyout talk wasn't completely over after all, the word out...
Thanks for the update on ZAYO. I picked up a small position last May '18 at almost $34/sh; hasn't been that successful ...
Private equity generally intends to make some substantial changes at a target company, providing reorganization expertis...
Hello, Travis. Your Friday File is, as continues to be, thought-provoking. If I can be allowed to ask two questions: Reg...