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Latest News about Trade Note
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Boston Omaha (BOC)
Markel (MKL)
Chubb (CB)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
Tags
Domino's Pizza (DPZ)
Celsius Holdings (CELH)
PepsiCo (PEP)
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
Wheaton Precious Metals (WPM)
Franco/Nevada (FNV)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Atkore (ATKR)
Whitney Tilson
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Brown & Brown (BRO)
Standard Bio Tools (LAB)
Vistra (VST)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Celsius Holdings (CELH)
Pershing Square Holdings (PSH/AS PSHZF)
Friday File
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Bob Robotti
Brown & Brown (BRO)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Omni Bridgeway (OBL/AX IMMFF)
Par Technology (PAR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Tesla Motors (TSLA)
Nvidia (NVDA)
Fulgent Genetics (FLGT)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Trade Note
Boston Omaha (BOC)
John Deere (DE)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Veralto (VLT)
Thales (HO/PA THLLY THLEF)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
W/R/ Berkley (WRB)
Goosehead Insurance (GSHD)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Crown Castle (CCI)
Power REIT (PW)
Royal Gold (RGLD)
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)
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
Options or Futures
Stem (STEM)
obesity
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Intuitive Surgical (ISRG)
Toast (TOST)
David Einhorn
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
$100K Lock Box
Stocks
DoubleVerify (DV)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Berkshire Hathaway (BRK/B)
Chapters Group (CHG/DE)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Keysight (KEYS)
Dorchester Minerals (DMLP)
Shopify (SHOP)
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
TuSimple (TSP)
BioArctic (BIOA/B/ST BRCTF)
John Deere (DE)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Lowe's (LOW)
Yiren Digital (YRD)
Trade Note
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Diageo (DEO)
Remy Cointreau (RCO/PA REMYY REMYF)
Kinder Morgan (KMI)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Liberty Sirius (LSXMA)
Diageo (DEO)
Trade Note
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Kinsale Capital (KNSL)
Friday File
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Brookfield Asset Management (BAM)
WESCO (WCC)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Lowe's (LOW)
Coca Cola (KO)
Software Circle (SFT/L)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
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
Trade Note
Dream Finders Homes (DFH)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
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