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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Pershing Square (PS)
Microsoft (MSFT)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Alphabet (GOOGL GOOG)
Energy
Technology
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Microsoft (MSFT)
Meta Platforms (META)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Goosehead Insurance (GSHD)
Peter Lynch
Markel (MKL)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Dakota Gold (DC)
Vox Royalty (VOXR)
WPP Group (WPPGY)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Equinox Gold (EQX/V EQXFF)
Royal Gold (RGLD)
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Vistra (VST)
Royal Gold (RGLD)
Friday File
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Friday File
Beacon Roofing (BECN)
Jeffrey Gundlach
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
gold
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Brookfield Asset Management (BAM)
Royal Gold (RGLD)
Ray Dalio
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
United Rentals (URI)
Par Technology (PAR)
Beacon Roofing (BECN)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Amazon (AMZN)
Foreign Investments
Daily Journal (DJCO)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Howard Hughes Holdings (HHH)
Fannie Mae (FNMA)
Lennar (LEN)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Hedging
Chapters Group (CHG/DE)
D/Wave Quantum (QBTS)
From
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Friday File: Odds of Success?
November 22, 2024
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Royal Gold (RGLD)
Brown & Brown (BRO)
Chubb (CB)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Constellation Energy (CEG)
Intel (INTC)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Toast (TOST)
Kairos Power
Carbon Streaming Corp/ (NETZ/NO OFSTF)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Standard Bio Tools (LAB)
Remy Cointreau (RCO/PA REMYY REMYF)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Keysight (KEYS)
Royal Gold (RGLD)
ArcelorMittal (MT)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Burford Capital (BUR)
Pershing Square Holdings (PSH/AS PSHZF)
Goosehead Insurance (GSHD)
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)
Big Picture / Asset Allocation
Netflix (NFLX)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Kinsale Capital (KNSL)
Nvidia (NVDA)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
The Trade Desk (TTD)
Friday File
Nvidia (NVDA)
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
Plug power (PLUG)
BWX Technologies (BWXT)
Model N (MODN)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Vulcan Materials (VMC)
John Fox
United Rentals (URI)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Fulgent Genetics (FLGT)
Kopin (KOPN)
Vistra (VST)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Toast (TOST)
Freehold Royalties (FRU/TO FRHLF)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Danaher (DHR)
Royal Philips (PHG)
Fortive (FTV)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Dino Polska (DNP/W DNOPY)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
W/R/ Berkley (WRB)
Chubb (CB)
options
From
Stock Gumshoe
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