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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags Pershing Square (PS) Texas Pacific Land (TPL) Meta Platforms (META)
From Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags Kinsale Capital (KNSL) Venture Global (VG) Kairos Power
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Friday File: Looking back at NVIDIA
August 22, 2025
Tags Alphabet (GOOGL GOOG) Meta Platforms (META) Kairos Power
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
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Tags Exor (EXO/AS EXXRF) WIngstop (WING) Iveco (IVG/MI IVCGF)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags Amazon (AMZN) Vox Royalty (VOXR) WPP Group (WPPGY)
From Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Michael Cembalest Big Picture / Asset Allocation Universal Music Group (UMG/AS UMGNF)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags Tyler Technologies (TYL) W/R/ Berkley (WRB) Bill Ackman
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags Iveco (IVG/MI IVCGF) Stellantis (STLA) Barry Ritholz
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers GOLD
Tags Universal Music Group (UMG/AS UMGNF) Sandstorm Gold (SAND SSL/TO) Energy
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Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags Dino Polska (DNP/W DNOPY) Royal Gold (RGLD) Beacon Roofing (BECN)
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
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Tags Toast (TOST) Waste Magement (WM) Chubb (CB)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags Evolution (EVO/ST EVVTY EVGGF) Foreign Investments Cisco (CSCO)
From Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags Friday File Fannie Mae (FNMA) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags Chapters Group (CHG/DE) Trade Note Technology
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Friday File: Odds of Success?
November 22, 2024
Tags Alphabet (GOOGL GOOG) Atkore (ATKR) Roku (ROKU)
From Stock Gumshoe
Friday File: What Now?
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Tags Constellation Energy (CEG) Vistra (VST) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers GOLD OKLO
Tags Falco Resources (FPC/V FPRGF) Brookfield Corp (BN) Adventus Zinc (ADZN/V)
From Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags Diageo (DEO) Pernod Ricard (RI/PA PRNDY PDRDF) Atkore (ATKR)
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) Trade Note The Trade Desk (TTD)
From Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags Teqnion (TEQ/ST) Friday File Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags Anavex Life Sciences (AVXL) Big Picture / Asset Allocation Repligen (RGEN)
From Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags Alphabet (GOOGL GOOG) Bill Ackman Celsius Holdings (CELH)
From Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
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Tags Eric Savitz The Trade Desk (TTD) Markel (MKL)
From Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers OKLO
Tags BWX Technologies (BWXT) Super Micro Computer (SMCI) Arista Networks (ANET)
From Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags Sequoia J&J Snack Foods (JJSF) Diageo (DEO)
From Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers GOLD
Tags Apple (AAPL) Dream Finders Homes (DFH) options
From Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags Acacia Research (ACTG) Black Stone Minerals (BSM) Keysight (KEYS)
From Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags Lockheed Martin (LMT) Pernod Ricard (RI/PA PRNDY PDRDF) Huntington Ingalls Industries (HII)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers GOLD
Tags Stellantis (STLA) Wheaton Precious Metals (WPM) Kering (KER/PA PPRUY PPRUF)
From Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags Alphabet (GOOGL GOOG) Diageo (DEO) W/R/ Berkley (WRB)
From Stock Gumshoe
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