Stock Gumshoe

Talks about light power replacing copper in all these data centers…assuming he’s talking about lasers or fiber optics and how that will speed things up and make it cheaper too

The post <img alt=...

We heard from both of our energy royalty businesses over the past couple weeks, so let’s update our thinking on those companies as oil prices continue to ride the ups and downs of the will they/won’t they “peace” process in the Middle East. Viper Energy (VNOM) is my favorite oil & gas royalty company, operating […]

The post

We also heard from two of our higher-growth companies last week… If you’re sick of discounted cash flows and discussions about incremental margin improvement, and don’t want to draw lines out into the future to try to imagine whether future earnings will justify the current share price, or guess about whether AI CapEx will eventually […]

The post

Which microcap is powering the Megablock Boom, according to O’Dell in his presentation on 11 August 2026? I hope Travis will write an article about it, but meanwhile, what say you?

The post <img alt="written by reader" sr...

I have been periodically hearing news about an Italian software company based in Milan called Bending Spoons (BSP). I have been checking on its growth periodically over the last week or so. Does anyone have an opinion on this company and if it is, in fact, a worthwhile investment?

The post