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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Friday File
International General Insurance Holdings (IGIC)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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QXO (QXO)
Nvidia (NVDA)
WIngstop (WING)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Cloudflare (NET)
Domino's Pizza (DPZ)
Trade Note
From
Stock Gumshoe
Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Stocks
Roku (ROKU)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
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Atkore (ATKR)
Friday File
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Cloudflare (NET)
Evolution (EVO/ST EVVTY EVGGF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Big Picture / Asset Allocation
Cameco (CCJ)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Friday File
Kinsale Capital (KNSL)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Alphabet (GOOGL GOOG)
IonQ (IONQ)
Chubb (CB)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Big Picture / Asset Allocation
Unity Software (U)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
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Butterfly Network (BFLY)
Acacia Research (ACTG)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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JANA Partners
GE Vernova (GEV)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Brad Thomas
Wide Moat Research
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Trade Note
Nvidia (NVDA)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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Ulta Beauty (ULTA)
Sky Harbour (SKYH)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
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Cloudbreak Discovery (CDL/L)
Friday File
Brookfield Wealth Solutions (BNT)
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Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
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Porter Stansberry
Brown & Brown (BRO)
Trade Note
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Falco Resources (FPC/V FPRGF)
NuScale Power (SMR)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
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Sprott Physical Uranium (UU/TO SRUUF)
Artificial Intelligence (A/I/)
Rolls/Royce (RR/L RYCEY RYCEF)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
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royalties
Market Vectors Gold Miners ETF (GDX)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Beazley (BEZ/L BZYLF)
Boston Omaha (BOC)
HCI Group (HCI)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
Friday File
Wheaton Precious Metals (WPM)
gold
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Atkore (ATKR)
Pernod Ricard (RI/PA PRNDY PDRDF)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Nvidia (NVDA)
Trade Note
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
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Boston Omaha (BOC)
Apple (AAPL)
Bill Ackman
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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McDonald's (MCD)
The Trade Desk (TTD)
Porter Stansberry
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Chubb (CB)
Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Big Picture / Asset Allocation
Domino's Pizza (DPZ)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Franco/Nevada (FNV)
Nvidia (NVDA)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Exor (EXO/AS EXXRF)
Boston Omaha (BOC)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
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