Haven't suffered through the latest Altucher pitch yet, but Credo was the stock he was similarly touting back in June. (https://www.stockgumshoe.com/reviews/luke-langos-innovation-investor/answers-apples-silent-ai-suppliers-who-are-luke-langos-three-tin[...]

Del Real is out pitching this story again, though with a preamble that one of the three stocks has been acquired for about $3 billion -- so that confirms that the copper stock that I did not unearth above was indeed Filo Corp (FIL.TO, FLMMF), which is bein[...]

Welcome aboard, Chet -- the pitchmen love to get us revved up about quick gains and juice those gambling urges... but sadly, one telltale sign of a great long-term investment is that you don't have to decide whether or not to invest within five minutes. S[...]

Those are the super-levered ETFs that are designed to either generate large options income or one-day levered gains to a single stock. The YieldMax ones are pretty prominent, but there are a lot of others that can let people bet on short-term moves or tak[...]

He's run similar ads all year, though I think he swapped out some of the "secret" partners in more recent ads. First time around it Was TSM, ARM and (maybe) SMCI... in later versions it looks like it was ANSS, ARM and maybe VRT, though they could have sha[...]

Interesting, new one to me -- thanks![...]

Not really, I handle situations on a case by case basis... there are some companies that I primarily own because I see a shorter-term opportunity to make a profit, and I might own that stock for just a few years (or even just a few months, in rare situatio[...]

Don't know anything about it -- are they planning to build a mine (PEA or feasibility study?), or is it just a discovery?[...]

$377 is still my preferred buy level, but it hasn't hit my preferred level very often over the years. My "max buy" is currently $463, which is my latest estimate of intrinsic value per share.[...]

The DNOPY ADR represents half of a share on the Warsaw exchange.[...]

Succession planning (make the portfolio easier for next CEO), likelihood of higher taxes, high concentration, or just a richly valued market Sparking him to remember his regret that he didn't sell some KO shares when it was trading at 50x earnings a couple[...]

For which stock?[...]

Depends on how T-Bills change over the next few months, mostly. The big reason to buy REIs or any dividend paying stocks is that the dividend can rise, which won't happen with a bond... but most REITs are under pressure and not raising their dividend much[...]

Thanks Shaun. A lot of investing is about accepting that a lot of your decisions are going to be "wrong" in the fullness of time... so when possible, especially when your level of certainty is low, make the decisions smaller.[...]

Haven't seen that ad, but if it's about investing it's probably one of Amazon's landlords -- a warehouse REIT like PLD on the e-commerce side, or a data center REIT like DLR on the AWS side.[...]

For now, at least, looks like ALAB bottomed out around when most newly public companies do... in the week or two surrounding the end of the six-month lockup period, when insiders began to do some post-IPO selling. We'll see how things settle down in the[...]

If greed didn't often overrule judgement, there wouldn't be many retail investment newsletters.[...]

I give up on trying to predict recessions, the economy is so different than it has been in the past... but I agree, the risks of a really bad stock market are more acute than they've been in a while. If only because valuations remain extended.Doesn't [...]

Well, they're also all a little desperate after subscriber numbers have plummeted over the past couple years -- everyone's hunting for a pitch that works to bring in new subscribers.[...]

Not very "AI," but a high end travel services firm. Seems tough to scale, In my opinion, but I've never looked deeply at Lindblad.[...]