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Latest News about Trade Note
Recent news which mentions Trade Note
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Model N (MODN)
Talen Energy (TLN)
Markel (MKL)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Pershing Square USA (PSUS)
W/R/ Berkley (WRB)
Vicarious Surgical (RBOT)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Diageo (DEO)
Miles Lewis
Towne Bank (TOWN)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Porter Stansberry
Markel (MKL)
Par Technology (PAR)
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)
Paradigm Mastermind Group
Kopin (KOPN)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
UIPath (PATH)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Leonardo (LDO/MI FINMF FINMY)
Arcadea
Thales (HO/PA THLLY THLEF)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Trade Note
Alphabet (GOOGL GOOG)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
ALPS Alerian MLP (AMLP)
Power REIT (PW)
Income Investing
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Par Technology (PAR)
Chapters Group (CHG/DE)
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
John Maynard Keynes
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
EQT (EQT)
Acacia Research (ACTG)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Integral Ad Science (IAS)
PubMatic (PUBM)
$100K Lock Box
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Asset Management (BAM)
Dino Polska (DNP/W DNOPY)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Dorchester Minerals (DMLP)
Shopify (SHOP)
Par Technology (PAR)
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
The Trade Desk (TTD)
Encore Wire (WIRE)
Friday File
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Tesla Motors (TSLA)
Acacia Research (ACTG)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
CNH Industrial (CNHI)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
McCormick (MKC)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Acacia Research (ACTG)
McCormick (MKC)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Boston Omaha (BOC)
Arthur J/ Gallagher (AJG)
Markel (MKL)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Trade Note
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Teqnion (TEQ/ST)
Software Circle (SFT/L)
Liberty Braves (BATRA BATRB BATRK)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
Friday File
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
DocuSign (DOCU)
Toast (TOST)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
WESCO (WCC)
Dino Polska (DNP/W DNOPY)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Hedging
Meta Platforms (META)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Intuitive Surgical (ISRG)
Prologis (PLD)
Chubb (CB)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Markel (MKL)
Chapters Group (CHG/DE)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Tellurian (TELL)
Journey Energy (JOY/TO JRNGF)
Disney (DIS)
From
Stock Gumshoe
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