Today we’re starting with a little update on the portfolio, and that’s going to give me a chance to follow up on some reader questions about gold and cryptocurrencies. Then we’ll move on to Toast (TOST), a company I like but a stock that I can’t justify yet, a bunch of other minor updates on […]
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There are many significant trends and themes that you can use to develop investing ideas, but one of them stands out above most: The population is growing, and people have to eat. Add on top of that the fact that more people want to eat more protein, and the demand for agricultural products should grow […]
I spent a day and a half in Manhattan to attend the conference run by Grant’s Interest Rate Observer and Jim Grant, and I’ll probably write some additional things about my take on the various presenters and the ideas they might inspire as my thoughts percolate… but these are my initial reactions. First, investment conferences […]
Today I opened a small position in a stock I’ve been sniffing around for many months — and in actuality, though it trades like a stock it’s really more of a closed-end fund. It’s called the Africa Opportunity Fund (AOF in London on the AIM, AROFF on the pink sheets, it trades in US$ terms […]
Cracking The Code?Any experience or knowledge of Chris Mayer and his ”Cracking the code with Wall Streets Secret Almanac”? I read his pitch and he’s asking a hefty chunk of change for the info.
This is where we’ll be posting all of my note and comments from the second day of the Value Investing Congress — I’ll add links below to each of the notes as they come out throughout the day, or you can always see all of my VIC postings here. If you want to see the […]
The portion of my brain that’s dedicated to our weekly missives to the Irregulars is on standby, waiting to see if there’s anything of interest to share with you on Monday and Tuesday of next week during the Value Investing Congress in Las Vegas (if you’ve shelled out your $4,500 to be at the Congress […]
[Ed Note: Myron Martin writes for the Irregulars primarily about junior miners. As always, he has agreed to our trading restrictions, chooses his own topics and his words are his own. Myron is Canadian, and most of the prices and dollar amounts cited are in Canadian dollars unless otherwise noted. Enjoy!] With 4 months’ accumulation of data, […]
I must confess having made another iconoclastic little investment this week — even as I make clear that although I’ve really invested in it, and it’s in my Real Money Portfolio (with a likelihood that I will ignore it for a while as it settles in as a newly public company), it’s extremely illiquid and […]
I like to try to attend the Value Investing Congress each year, preferably both of them (East Coast and West Coast) when I can — they are fantastic investment conferences largely because they’re pretty small, and they consistently attract some of the best value investors who share detailed presentations about what they’re buying and how […]
Now that we’re putting June to bed, I thought I’d take just a minute to check on the stocks we’ve revealed over the first half of 2013 and see what’s happening. As you probably know, we track the prices of each of the stocks we uncover from the hyped teaser promotions — almost all of […]
Another big player is leaning into ad-supported streaming, and that has helped out The Trade Desk (TTD) and Roku (ROKU) in recent weeks — Amazon (AMZN) has now talked about adding an ad-supported version of its Amazon Prime Video service, though they also own several ad-supported streaming services already, so it doesn’t seem like that’s […]
There are many significant trends and themes that you can use to develop investing ideas, but one of them stands out above most: The population is growing, and people have to eat. Add on top of that the fact that more people want to eat more protein, and the demand for agricultural products should grow […]
I have always had six to eight subscriptions to newsletters. generally in the $50 to $80 range. I am particularly fond of the Agora publication set, but I have other subscriptions, too. Over past 12 months or so, I have decided to end my subscriptions to Jim Rickard’s Strategic Intelligence and True Alpha (formerly Capital […]
I’m on vacation this week so won’t be penning my regular Friday File, but I did want to note that I just did get an order filled for a small position in PCSB Financial (PCSB), the bank that did a mutual conversion offering to its account holders last month and went public on the Nasdaq […]
I’ll be traveling this weekend, so I’m getting your Friday File out to you a bit early this week — I want to take a look at a couple of developments in the “Gumshoe Universe” of stocks and see if I want to change my mind about any of these companies. I also have a […]
Happy Days are here again! Inflation is over! Woohoo! Or maybe not… but for the moment, at least, animal spirits are back, we’ve had three good weeks in a row for the broad stock market averages, coming out of the interest-rate panic that crested in October, and now everyone’s looking for a “Santa Claus Rally” […]
William McMorrow of Kennedy-Wilson spoke at the conference with a talk called, “lessons learned from 30 years of real estate value investing.” This is a company I’ve been keeping an eye on for a while, they were very opportunistic at building up real estate investments during the various Euro crises over the past decade, particularly […]
I watched the Grant’s Interest Rate Observer Conference this week via webcast, and it continues to be one of my favorite events — though I’d rather be there in person. These are some of my notes about the presentations I found most interesting… no “quick take” here, sorry, these are mostly notes and my responses. […]
Turn down the football game and bring out the pies, it’s that time again! Stock Gumshoe is mostly closed down for the holiday week, but we do have to continue our annual tradition of calling out our “Turkey of the Year” … so take a pause from arguing with your family and join us, won’t […]
Every time I attend a big investing conference I try to pick my favorite idea from all the investments presented and share it with the Irregulars. As usual, it’s been a bit difficult to narrow down all of the ideas presented at the Value Investing Congress and choose a single one to present to you […]
This is where we’ll be posting all of my note and comments from the second day of the Value Investing Congress — I’ll add links below to each of the notes as they come out throughout the day, or you can always see all of my VIC postings here. If you want to see the […]
Chris Mayer may be the presenter at the Value Investing Congress who is most familiar to Gumshoe readers, being as he edits a couple of newsletters for Agora Finance and we’ve revealed a few teaser picks of his over the years. He tends to be a pretty sober and value-focused guy, despite the wackiness of […]
Hi folks! I’m traveling to the Value Investing Congress in New York, and, as I have for the past couple of years, I’ll be reporting my thoughts and notes on that Congress and the investing ideas I hear there next week for the Irregulars — hopefully, if the internet access is OK in the conference […]
I have a few companies that I’ve been meaning to update my thoughts on of late, so that’s going to be the majority of today’s Friday File — there’s real news from a few, an active and vociferous debate between shorts and longs on one, and plenty of room for opinions to change as Summer […]
We spent a fair amount of time talking about Chris Mayer’s favorite royalty stock yesterday — the main stock pitched in the newly reborn “Chaffee Royalty” teaser ad that’s been circulating lately. You can see that one and my thoughts on it here, the tease was for tiny little Sandstorm Metals & Energy. But Mayer’s […]
We first heard the “Chaffee Royalty” pitched a little more than five years ago, back when Chris Mayer was touting the “next Franco-Nevada” with a pitch about passive mining royalties — and, as you’ve probably guessed if you’ve read this far, it’s baaaaack! The basic idea of royalty investments is familiar to most Gumshoe readers […]
Ed. note: Here is another installment from longtime reader Myron Martin. Myron has agreed to our trading restrictions (he won’t trade the stocks he mentions for three days), but we have not reviewed, approved or screened his stocks or ideas, and the opinions he expresses are solely his own. Myron’s past commentaries can be seen […]
I’ll be traveling this weekend, so I’m getting your Friday File out to you a bit early this week — I want to take a look at a couple of developments in the “Gumshoe Universe” of stocks and see if I want to change my mind about any of these companies. I also have a […]
Now that we’re putting June to bed, I thought I’d take just a minute to check on the stocks we’ve revealed over the first half of 2013 and see what’s happening. As you probably know, we track the prices of each of the stocks we uncover from the hyped teaser promotions — almost all of […]
Today I opened a small position in a stock I’ve been sniffing around for many months — and in actuality, though it trades like a stock it’s really more of a closed-end fund. It’s called the Africa Opportunity Fund (AOF in London on the AIM, AROFF on the pink sheets, it trades in US$ terms […]
Agora Financial has been trying to sell Chris Mayer’s Special Situations newsletter by pitching his “CPR Plan” — which is a strategy that he says he uses for 53% of his investing portfolio, and which has “NEVER lost money.” I generally have a fondness for Chris Mayer’s stuff — he gave a good presentation at […]
Well, it’s been a busy, busy first day of the Value Investing Congress — they reorganized the event this year to include more presentations, which means I have more notes to share with you. Much of the time I posted these thoughts in real time, and the more in-depth consideration of any stocks that look […]
Chris Mayer, who we’ve covered from time to time as Agora has teased his letters, was the last presenter of the day. He talked about owner operators, which generally means “skin in the game” — founders, families, large investors. Owner operators have their wealth at risk, look for long term profits, it all makes perfect […]
The portion of my brain that’s dedicated to our weekly missives to the Irregulars is on standby, waiting to see if there’s anything of interest to share with you on Monday and Tuesday of next week during the Value Investing Congress in Las Vegas (if you’ve shelled out your $4,500 to be at the Congress […]
Chris Mayer runs the Capital and Crisis newsletter, often looking for far-flung stocks or odd special situations, and he sometimes brings an interesting idea or two to us through his teaser pitches … so I thought we’d take a look at his latest idea today, a spiel about some stocks that you can buy and […]
This piece was originally published as part of the Friday File two weeks ago, and we’re re-sharing this excerpt with all of our free readers because the ad is driving so many questions our way. It has not been edited or updated, though to our knowledge neither has the original “interview” ad from mid February. […]
That’s the question that I receive from readers more often than any other — and my response is always disappointing, because I don’t and can’t really have one. And the real answer is getting to be a bit of an overused question here at Gumshoe HQ — a big “what do you think?” for the […]
Chris Mayer has a lengthy ad out now for his Special Situations newsletter, and in it he teases a handful of different ideas, from Mongolia to spin-off investing to S&L conversions … but there was one particular pitch in the ad that caught my eye. He says that he’s found a unique stock … and, […]
A few readers have written in asking about Chris Mayer’s new pick in Mongolia — he hinted about such a pick in a recent email interview he did with his colleagues at Daily Resource Hunter, but there weren’t many clues. This is his exchange: “What is your favorite emerging market right now? “Right now, I’m […]
Recent Comments
For BOC at these prices the optionality on SKYH could indeed be quite good. Hard to imagine SKHY doing well and BOC not, because the rest of their business seems…...
“The merry-go-round never seems to really stop in financial publishing,” Travis Johnson. Publishers have to keep their subscribers happy, or they will go out of business. The demise of Legacy…...
Subscriber beware! There is a lot of juggling in the newsletter industry, and it may not necessarily be beneficial to the subscriber. There is quite a bit of changing the…...
"100 Baggers: Stocks that Return 100-to-1 and How to Find Them," by Chris Mayer -- provides some nice perspective on how to think about long-term growth and compounding, and letting…...
2 of Chris Mayers favourites are Constellation Software and its First cousin Topicus !...
I am currently reading 100 Baggers by Chris Mayer for the second time. It is comforting to know the circuitous route most 100 Baggers take to get there and beyond.…...
Travis, as of 01/05/2015, there were actually seven Chris Mayer Coffee Can stocks: Howard Hughes (HHC), Kennedy-Wilson (KW), Retail Opportunity (ROIC), First Citizens Bankshares (FCNA), Greenlight Re (GLRE), National Western…...
I was burned by Agora a while back. I had subscribed to Capital and Crisis. The price was great and the author was very good., Chris Mayer. Once the newsletter…...
Not fair! Chris Mayer is a real guru with a great investing track record and even though Indivior certainly turned into a horrible 75% loss he doesn't deserve the turkey!...
I’m a new (paid) subscriber to Stock Gumshoe, and am really impressed with Travis Johnson’s analyses, and thus thrilled to have stumbled onto his website. But about Jim Rickards: I…...
I truly appreciate all y’all at Gumshoe. No B.S. No hardsell, just straight forward analysis. Real world information. I haven’t gotten into the stock market for one major reason: my…...
Years ago I subscribed to one of Chris Mayers newsletters. several of his recommendations made me some money, but some lost out badly in 2008, and have never recovered. One,…...
And yes, I’m noticing now that Boston Omaha is down about 18% today — no news drove the shift, and that doesn’t really mean anything, it’s just an illiquid stock…...
Great thesis Travis, you remind me of the great Chris Mayer. I followed him when he was with Agora and respected his wisdom. I know you are friends with him…...
I hot it the same way. I also got Jeff Clark somehow and he is amazing. He recommends options on mostly gold but earnings also. Overall I find I make…...
Thanks for all you do Cleveland and Dr Kss. I read every post of both of yours with full attention. The lavishness of riches you two gentlemen have provided us…...
The 3 traits per Chris Mayer at Palm Beach - All 100-Baggers Share These Three Traits: 1) The ability to expand into national and/or international markets, 2) Strong returns on…...
Yeah, I lost 24% on Iconix thanks to Chris Mayer's Capital & Crisis letter. Sold it to us as a mega cash cow. But at least I sold quickly instead…...
$all Love this community to death but we basically got nothing productive done today as a whole. I understand where everyone is coming from with trolls and people throwing off…...
Chris Mayer is one of the few analysts I trust, partly because he writes with humility, versus bombastic hyperbole. I have held several of his recommendations for 3-4 years; several…...
I am giving this subscription time before I praise it or walk away. I do believe that Chris Mayer does his homework but the entire Agora publication family cross sells…...
Chris Mayer and his promoters are pushing to generate excitement so that persons subscribe to their services. On that issue I do not have axes to grind.. Sales pitch is…...
Travis, thank you for being a teacher, versus a snake-oil salesman. Do you have an opinion on USAA's USAGX, USAA Precious Metals and Minerals mutual fund? I used to pay…...
This is a great post for any who want to invest in tech and biotech, as I do. But I think one of your basic assumptions is utterly wrong: ".…...
I also thought of FRGI because of Chris Mayer's influence, but like you mentioned, they are not a burger chain. So I thought it was Sonic, but I missed the…...
I received an email from Stansberry about the Chris Mayer Focus Webinar. (I have the Stansberry lifetime Flex alliance) and they send me e-mails for other services. I watched the…...
I haven't seen the latest presentation but these are from Chris Myer's Focus Watchlist (UPDATED DECEMBER 20, 2016) Chris Mayer with Thompson Clark --- Nomad Foods (NOMD) Green Brick Partners…...
I also watched the on line Chris Mayer sales pitch ( Bonner and Stansberry ) as I was interested in his 6 watch list stocks. My understanding from the initial…...
Chris Mayer is my fav; solid recommendations, without the hype of his peers. Loved his service at 49/yr...not worth 3k/yr. Travis, thank you for this post!...
Chris Mayer said in the Focus webinar that the Bonner & Partners newsletter covered large cap stocks. Focus newsletter covers small cap stocks....
I bit the bullet a few months ago and joined (lifetime) Chris Mayer's stock picking subscription because of Bill Bonner. Like you, I believe in his reasonings for choosing stocks,…...
I participated in Chris Mayer's conference call about his new Focus newsletter. My thoughts were the same as you kind of allude to. To pay $3,000 to get a recommendation…...
The other five stocks being "watched" (aka teased) by Chris Mayer as a come-on to drop 3K on his new newsletter are FOGO, GRBK, CLNY, NOMD, and SCU....
came across the newest Chris Mayer newsletter pitch, to sell the "The Mayer Method: Focus" reading: "Chris Mayer’s Focus normally costs $5,000 per year. But when you reply to this…...
I don't know if it is PBL's pick, but Dynacor has been recommended by Doug Casey and Chris Mayer. Thankfully, I bought it this January and have done well with…...
What are Chris Mayer's newest picks since Bonner has started his new letter ???...
Edited by J. Reeves | August 04, 2016 | Delray Beach, Fla. It’s not earnings or fundamentals driving the stock market today (it’s something much more powerful)... Where to find…...
Excellent points . I agree this stock has pretty impressive backers deserves some personal investigation despite the dubious people at Money M. They and Agora and Stansbury Research have pretty…...
He recommends some very dangerous smallcaps at risk of bankruptcy, saying he gets his ideas from a network of "smart money" hedge fund superinvestors. Recommendation LXU is down 75% within…...
Yes, a few times by Chris Mayer. Not very aggresively....
The key is for silver to move ASAP into its historic gold to silver ratio position of 16:1. Gold at its current spot value at $1,250/oz. and spot silver at…...
The "Executive Dividends" teased by Chris Mayer were warrants -- like the TARP Warrants that have been so profitable in recent years. I covered Mayer's ad here last year: http://www.stockgumshoe.com/reviews/capital-and-crisis/whats-the-executive-dividend-program/…...
Dividend Aristocrats are know by several different names , however, commonly known as "Executive Dividends". A favotite investment by warren buffet and refuses to invest in any company unles Executive…...
Dear Gumshoe readers, I have followed Chris Mayer for at least 10 years and he does in fact have a really good track record. I currently subscribe to his newsletter…...
The Perfect Commodity Producer "Did you know There were only 13 instances when the price of a single commodity rose by 500% or more in the 20th century. Only eight…...
I follow many of the Agora folks e-mails without investing in their newsletters, after losing some money on Chris Mayer's recommendations (although he is one of the more honest writers,…...
I missed on buying that one as well -- has indeed done very well, I think it was a Chris Mayer suggestion from a conference but don't remember for sure.…...
Travis, Thanks. I missed this Chris Mayer tease last Spring, but just got teased by him via Agora Financial email for his newsletter. Any thoughts about Chris' "Research Report #3:…...
This is a recent teaser request for the mighty thinkolator to reveal:: Chris Mayer of Agora Financial is teasing us to buy his newsletter in order to find the "Executive…...
While not my area of expertise or personal interest, I can report that another analyst Travis and I both like, (Chris Mayer) a former banker and deep value investor has…...