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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
WESCO (WCC)
Topicus (TOI/V TOITF)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Stocks
Cryptocurrencies
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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The Trade Desk (TTD)
Roku (ROKU)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Crown Castle (CCI)
Friday File
Income Investing
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Comstock Resources (CRK)
Carl Icahn
Verisign (VRSN)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Friday File
AFC Gamma (AFCG)
Income Investing
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
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Altius Minerals (ALS/TO ATUSF)
American Tower (AMT)
Russell Napier
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Berkshire Hathaway (BRK/B)
Nassim Nicholas Taleb
American Tower (AMT)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Sandstorm Gold (SAND SSL/TO)
Blackstone Group (BX)
Ford (F)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Friday File
Zymergen (ZY)
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Chipotle Mexican Grill (CMG)
China Life Insurance (LFC)
High Yield International
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Comcast (CMCSA)
Ian Dyer
Matt McCall
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Amerco (UHAL)
Paramount (PARA)
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Comcast (CMCSA)
NewLake Capital Partners (NLCP)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Constellation Software (CSU/TO CNSWF)
Smith/Midland (SMID)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
PCSB Financial (PCSB)
CSFB Financial (CFSB)
Aeva
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Markel (MKL)
Friday File
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Brookfield Asset Management (BAM)
Amazon (AMZN)
Avalara (AVLR)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Big Picture / Asset Allocation
iShares 20+ Year Treasury Bond ETF (TLT)
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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Kennedy Wilson (KW)
Smith/Midland (SMID)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Friday File
Zoom Video Communications (ZM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Electronic Arts (EA)
Amazon (AMZN)
Technology
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Friday File
Sandstorm Gold (SAND SSL/TO)
The Trade Desk (TTD)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
NewLake Capital Partners (NLCP)
Amazon (AMZN)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Alphabet (GOOGL GOOG)
Trade Note
Roku (ROKU)
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Stocks
warrants
Friday File
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
AcuityAds (AT/TO ACUIF)
Kennedy Wilson (KW)
Stocks
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Guest Articles
Coupang (CPNG)
Sea Ltd (SE)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
facebook (FB)
Enrique Abeyta
Friday File
From
Stock Gumshoe
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