Bitcoin and $GBTC Update – Right, Wrong, and What to Do Now
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Company Research
Portfolio Update – Roundup on Recent Events
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Portfolio Update
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Buy the Rumor, Sell the News May Not Apply to Bitcoin
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What’s Your Bet – Uranium Edition
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New Research Position
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Uranium Update
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Portfolio Options Update
Yesterday, I let you know I sold the December 15th $LVS options. Let’s go through the details. The reason for putting on the position was I expected $LVS to report excellent 3Q results, Macau to report excellent October and November gross gaming revenue (GGR), and for Sands to return more capital to shareholders. All of … Read more
Real-Time Portfolio Update
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5 Things to Know – Video Version – The Smart People Doing Smart Things Issue
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Smart People Doing Smart Things Issue This week, we’ll address the following topics: – New payroll and jobs data is good, bad, mixed, and other. – Moody’s warns on China. – … Read more
