Insurance Theme Checkup and some Buys, Sells and Hedges
I’ve got a whole passel of things to comment on for you today — I want to update my thoughts on some insurance company stocks that I own and that I touted as beneficiaries of a big switch in the...
View ArticleQuarters, Analyst Days and a few Oil Speculation Updates
I don’t have one big thing to share with you today, or any super-sexy little teaser picks that have jumped out at me as being fun ideas to share with my favorite group of people, and I haven’t done any...
View ArticleAnnual Review — Speculations
I’ve been putting out my updated thoughts on each of our Irregulars spreadsheet companies (mostly past “Idea of the Month” stocks) over the last couple weeks, and now that I’m done looking at all of...
View ArticleAdd-on Buy on Pre-Earnings Dip
I wrote last month that I couldn’t justify buying more Third Point Reinsurance at $18 — and, indeed, that $16 was a stretch for new purchases as we wait for them to become profitable in their...
View ArticleChris Mayer, “Investing by the C.O.D.E.”
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Chris Mayer is...
View Article“Warren Buffett’s WORST NIGHTMARE Is About to Come True”
May 12 Update: The lateset teaser pitch from the Fool is touting this same stock again, only with a different spiel from a different company as they tout the “connected car” instead of the “autonomous...
View ArticlePersonal Buys and a Few Updates
None of the teasers this week struck me as so thrilling that I have to cover them for the Irregulars today, but I’ve been following a few of my favorite stocks and their quarterly updates recently, and...
View ArticleFriday File — Casey’s “Important News” flop and some updates on favorites
This week there’s been quite a bit of news in stocks that I follow fairly closely or own or have featured in the past as “Idea of the Month” candidates for the irregulars, so I do have a bit of a...
View ArticleIncremental Share Purchase — More Insurance
This is just a quick note to let you know of a personal buy in my portfolio — as shares of Third Point Reinsurance (TPRE) dipped today below $14.30 they triggered an incremental buy in my account, so I...
View Article“How Has This ‘Buffett Clone’ Beaten Berkshire’s Returns by 70% Since 1998?”
I haven’t written about a teaser pitch from Nicholas Vardy in a while, and I’ve been keeping an eye out for stocks I’d like to have on my “watch list” to maybe buy if we continue to see prices fall...
View ArticleFriday File: Should You Get Expert Help?
Most of us are self-directed investors, for good or ill — you’re probably here because you like researching or trading stocks, and I obviously feel the same. But should we be trusting ourselves to...
View Article“The Scientists Who Really Might Find a Cure for Cancer,” plus some thoughts...
I’ve got a few thoughts for you on some companies I follow and own, and a little follow-up on last week’s chatter about hedge funds, but first I thought you’d like a quick teaser solution for your...
View Article“One of the best biotech companies that I’ve ever looked at…” Plus some...
I’ve got a big ol’ pile of updates and thoughts about a dozen or so companies to get to, but we’re going to start with a teaser solution today. Paul Mampilly of Agora Financial’s FDA Trader apparently...
View ArticleMore thoughts on Markel, Berkshire, Greenlight and Third Point… Plus a new...
Insurance is one of the fairly large sectors in my personal portfolio, and several of the stocks I talk about often are in that business, so I wanted to take a quick look at those ideas and the state...
View ArticleAnnual Review
All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they...
View Article“The Play That Will Beat Buffett” plus some updates
I’ve got a half dozen notes and comments on companies I own and follow for your Friday File pleasure today, but first I want to toss out a teaser solution for you to chew on… it’s a fun one. The pitch...
View Article“The Five Stocks to Buy and Hold Forever”
I’ve heard Chris Mayer talk about his “Coffee Can” strategy before, but this new way that Agora is marketing it caught my eye: “Investing tips for the couch potato “This has got to be the laziest...
View ArticleMarch Idea of the Month: Back to Baby Berkshire?
I’m feeling a little bit old today because my fourth baby, Stock Gumshoe, just celebrated its eighth birthday. Eight years of solving teasers, sharing thoughts, and defusing marketing hype… and it’s...
View Article“Bill Gates’ Next Big Bet” Robotics Stocks teased by Technology and Opportunity
Christian DeHaemer launched a newsletter called Technology & Opportunity about a year and a half ago, piquing investors’ interest with the idea that you can “Ride the Robot Revolution” and make...
View ArticleCatching Up… Ferris’“One Company to Buy” Plus Lots of Updates
We’ve been on strange schedules here in Gumshoeland for the last two weeks, and during that time we’ve seen a large number of quarterly reports come through that deserve some attention or comment… as...
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