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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Topicus (TOI/V TOITF)
The Trade Desk (TTD)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Exor (EXO/MI EXXRF)
Gold/Precious Metals & Mining
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
Markel (MKL)
Porter Stansberry
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Berkshire Hathaway (BRK/B)
Income Investing
Johnson and Johnson (JNJ)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Dominos Pizza (DPZ)
JANA Partners
Viking Global
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
NVR (NVR)
Arthur J/ Gallagher (AJG)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Crown Castle (CCI)
Dow (DOW)
Home Depot (HD)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Brookfield Asset Management (BAM)
Nassim Nicholas Taleb
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
BYD (1211/HK BYDDF BYDDY)
Copart (CPRT)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Unity Software (U)
Friday File
Wal/Mart (WMT)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Hellenic Telecom (HLTOY)
retirement
mPhase
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Matt McCall
NVR (NVR)
Deterra Royalties (DRR/AX)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Life Storage (LSI)
Akamai (AKAM)
Liberty Sirius (LSXMA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Berkshire Hathaway (BRK/B)
Income Investing
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Brookfield Asset Management (BAM)
Alphabet (GOOGL GOOG)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Russia
Brookline Bancorp (BRKL)
Hipgnosis Songs Fund (SONG/L HPGSF)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Target (TGT)
Markel (MKL)
Keysight (KEYS)
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
Topicus (TOI/V TOITF)
Constellation Software (CSU/TO CNSWF)
Disney (DIS)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Series I Savings Bonds
Millennium Investment & Acquisition (MILC)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Stellantis (STLA)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
ETFs or Mutual Funds
Nickel 28 Capital (NKL/V)
Netflix (NFLX)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Annual Review
Broadridge Financial Solutions (BR)
Technology
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Amazon (AMZN)
The Trade Desk (TTD)
Activision Blizzard (ATVI)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Amazon (AMZN)
Guest Articles
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
Friday File
Innovative Industrial Properties (IIPR)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Tencent (0700/HK TXTZF TCEHY)
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
DocuSign (DOCU)
Technology
Amazon (AMZN)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
I bonds
Match Group (MTCH)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Coupang (CPNG)
Ebay (EBAY)
Guest Articles
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Microsoft (MSFT)
Shopify (SHOP)
Apple (AAPL)
From
Stock Gumshoe
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