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< Previous 1 2 Next >
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags Meta Platforms (META) Texas Pacific Land (TPL) Pershing Square (PS)
From Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags Nano Nuclear (NNE) X/energy HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
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Friday File: Looking back at NVIDIA
August 22, 2025
Tags Oklo (OKLO) Apple (AAPL) NuScale Power (SMR)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags Nvidia (NVDA) Friday File Markel (MKL)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags Royal Gold (RGLD) Sandstorm Gold (SAND SSL/TO) Dakota Gold (DC)
From Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Solaris Resources (SLSR) Oklo (OKLO) Equinox Gold (EQX/V EQXFF)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags International General Insurance Holdings (IGIC) Chubb (CB) Toast (TOST)
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 iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC) Vox Royalty (VOXR) Glencore (GLEN/L GLNCY)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags Brookfield Corp (BN) Keysight (KEYS) Builders FirstSource (BLDR)
From Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags Keysight (KEYS) WIngstop (WING) Goosehead Insurance (GSHD)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags BWX Technologies (BWXT) Amazon (AMZN) Permian Basin Royalty Trust (PBT)
From Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags Howard Hughes Corp (HHC) Standard Bio Tools (LAB) Hershey (HSY)
From Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags BWX Technologies (BWXT) Intel (INTC) Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags Keysight (KEYS) Roku (ROKU) Atkore (ATKR)
From Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags Berkshire Hathaway (BRK/B) DigitalBridge (DBRG) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers GOLD OKLO
Tags Markel (MKL) International General Insurance Holdings (IGIC) GE Vernova (GEV)
From Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags Sky Quarry Dino Polska (DNP/W DNOPY) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers GOLD
Tags Seabridge Gold (SA SEA/TO) Wheaton Precious Metals (WPM) Keysight (KEYS)
From Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags ALPS Alerian MLP (AMLP) Tellurian (TELL) Brown & Brown (BRO)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags Domino's Pizza (DPZ) Intuitive Surgical (ISRG) Africa Oil (AOI/TO AOIFF)
From Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags Bill Ackman Celsius Holdings (CELH) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags The Trade Desk (TTD) Eric Savitz 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 Terrapower Taiwan Semiconductor (TSM) Stem (STEM)
From Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags Kyndryl (KD) Bob Robotti Daily Journal (DJCO)
From Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers GOLD
Tags NVR (NVR) Fulgent Genetics (FLGT) Paradigm Mastermind Group
From Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags Keysight (KEYS) Black Stone Minerals (BSM) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags Pernod Ricard (RI/PA PRNDY PDRDF) Lockheed Martin (LMT) 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 Trade Note John Maynard Keynes Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags Brookfield Corp (BN) American Financial Group (AFG) W/R/ Berkley (WRB)
From Stock Gumshoe
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