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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Big Picture / Asset Allocation
Stocks
Technology
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
Anthropic
Oklo (OKLO)
Flex LNG (FLNG)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Alphabet (GOOGL GOOG)
Kairos Power
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Aurora Innovation (AUR)
Domino's Pizza (DPZ)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vox Royalty (VOXR)
Amazon (AMZN)
WPP Group (WPPGY)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Royal Gold (RGLD)
Oklo (OKLO)
Equinox Gold (EQX/V EQXFF)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Shopify (SHOP)
Constellation Software (CSU/TO CNSWF)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Exor (EXO/AS EXXRF)
Jeffrey Gundlach
Amazon (AMZN)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
Vox Royalty (VOXR)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Stocks
The Trade Desk (TTD)
Bridgewater
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
International General Insurance Holdings (IGIC)
Waste Magement (WM)
Toast (TOST)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Foreign Investments
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Lennar (LEN)
Equity Residential (EQR)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
BWX Technologies (BWXT)
Intel (INTC)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Trade Note
Penguin Solutions (PENG) (was SMART Global)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Brookfield Corp (BN)
Intel (INTC)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Katusa Resource Opportunities
Marina Katusa
Dominion Resources (D)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Standard Bio Tools (LAB)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Trade Note
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
gold
Seabridge Gold (SA SEA/TO)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Goosehead Insurance (GSHD)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Intuitive Surgical (ISRG)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Alphabet (GOOGL GOOG)
Bill Ackman
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Markel (MKL)
Friday File
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Exor (EXO/AS EXXRF)
BWX Technologies (BWXT)
Encore Wire (WIRE)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Jim Tringas
Towne Bank (TOWN)
Friday File
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
James Altucher
D/ R/ Horton (DHI)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pershing Square USA (PSUS)
Nvidia (NVDA)
Toast (TOST)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Hershey (HSY)
Arcadea
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
John Maynard Keynes
Trade Note
Stem (STEM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Diageo (DEO)
Alphabet (GOOGL GOOG)
W/R/ Berkley (WRB)
From
Stock Gumshoe
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