DAILY UPDATE
 May 22, 2023
Dear Valued Reader,

By popular request, I'm starting off the week with a look at a "1,000% gains" microcap pitch from Dylan Jovine -- he's selling his pricey Breakthrough Wealth newsletter by hinting at his "#1 Microcap for May", backed by insider buying and a business that he says is the "Amazon of On-Demand Learning" ... so what's the stock, and what's the story?  Just click below to...  


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Miss anything in the week that was?

We started out with Whitney Tilson's "American 10X Reset" pitch, which is just an update of an older tease.

Then it was on to Tim Melvin's "little-known bank" with a 9% dividend (spoiler alert:  The dividend is higher now, and not for the good reason).

Our longest article on the week was about a "land rush" in the oil patch, solving Garrett Baldwin's hints about five takeover targets in the Permian.

We solved another ongoing Motley Fool tease, too, this one about the "death of cable."

And the Irregulars got a bonus article this week, as I updated my thoughts on Markel and provided a new valuation model that I'm beginning to use...

Then I closed out the week with some big-picture musing about the debt ceiling and budget risk, along with a new investment in the Real Money Portfolio that I expect to be more resilient to the expected down-cycle in construction than I think most investors believe... along with some other updates on holdings like NVIDIA and Keysight during a tumultuous period, just click below for that...



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