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Latest News about Trade Note
Recent news which mentions Trade Note
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Friday File: Double Buy in Gold?
September 27, 2024
Tags
Triple Flag Precious Metals (TFPM/TO)
Deterra Royalties (DRR/AX)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Burford Capital (BUR)
Beazley (BEZ/L BZYLF)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
Tags
Alphabet (GOOGL GOOG)
Markel (MKL)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Teeka Tiwari
Remy Cointreau (RCO/PA REMYY REMYF)
Sky Quarry
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Wheaton Precious Metals (WPM)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Toast (TOST)
Celsius Holdings (CELH)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Standard Bio Tools (LAB)
Brown & Brown (BRO)
Vistra (VST)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Berkshire Hathaway (BRK/B)
Goosehead Insurance (GSHD)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
David Poppe
ArcelorMittal (MT)
Five Below (FIVE)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Friday File
Kinsale Capital (KNSL)
Argentina
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
D/ R/ Horton (DHI)
NVR (NVR)
Vistra (VST)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Acacia Research (ACTG)
Pershing Square USA (PSUS)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Amazon (AMZN)
Lockheed Martin (LMT)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Alphabet (GOOGL GOOG)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Amazon (AMZN)
Friday File
Vaulted
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Chapters Group (CHG/DE)
Friday File
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
Hermes (RMS/PA HESAY)
Fluence
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Intuitive Surgical (ISRG)
Toast (TOST)
Equitrans (ETRN)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Trade Note
DoubleVerify (DV)
Integral Ad Science (IAS)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
options
Brookfield Asset Management (BAM)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Keysight (KEYS)
Shopify (SHOP)
Dorchester Minerals (DMLP)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Nvidia (NVDA)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
WESCO (WCC)
Symbotic (SYM)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Friday File
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Nvidia (NVDA)
Taiwan Semiconductor (TSM)
Friday File
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Big Picture / Asset Allocation
Marsh & McLennan (MMC)
Willis Towers Watson (WLTW)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Nvidia (NVDA)
Cisco (CSCO)
Friday File
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Hilton (HLT)
Chris Mayer
Danaher (DHR)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Par Technology (PAR)
Boston Omaha (BOC)
The Trade Desk (TTD)
From
Stock Gumshoe
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