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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Kinsale Capital (KNSL)
Exor (EXO/AS EXXRF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
TransDigm (TDG)
Chubb (CB)
Markel (MKL)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Energy
BigBear/ai (BBAI)
Friday File
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Ferrari (RACE)
Meb Faber
QXO (QXO)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
MFA Financial (MFA)
Ready Capital (RC)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Structure Therapeutics (GPCR)
John Maynard Keynes
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
Big Picture / Asset Allocation
Options or Futures
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
The Oxford Club
The Trade Desk (TTD)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
Tags
Markel (MKL)
Plains All America Pipeline (PAA)
Income Investing
From
Stock Gumshoe
Friday File: Freaking Out
September 24, 2021
Tags
Digital Ocean (DOCN)
Hipgnosis Songs Fund (SONG/L HPGSF)
Universal Music Group (UMG/AS)
From
Stock Gumshoe
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