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December 11th, 2017
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Latest News about Trade Note
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Occidental Petroleum (OXY)
Franco/Nevada (FNV)
Friday File
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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PepsiCo (PEP)
Dakota Gold (DC)
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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NuScale Power (SMR)
Bit Digital (BTBT)
Home Depot (HD)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Oklo (OKLO)
Nano Nuclear (NNE)
Westinghouse
From
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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Domino's Pizza (DPZ)
WESCO (WCC)
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Markel (MKL)
Chubb (CB)
QXO (QXO)
From
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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GOLD
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Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Gold/Precious Metals & Mining
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Keysight (KEYS)
Shopify (SHOP)
Friday File
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Markel (MKL)
Hershey (HSY)
Berkshire Hathaway (BRK/B)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Vistra (VST)
The Trade Desk (TTD)
Vox Royalty (VOXR)
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Waste Magement (WM)
QXO (QXO)
Domino's Pizza (DPZ)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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WIngstop (WING)
Friday File
Domino's Pizza (DPZ)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File
Cloudflare (NET)
Big Picture / Asset Allocation
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Chubb (CB)
Cameco (CCJ)
Oklo (OKLO)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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IBM (IBM)
Alphabet (GOOGL GOOG)
BWX Technologies (BWXT)
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Ferrari (RACE)
CMR Surgical
Medtronic (MDT)
From
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Friday File: Odds of Success?
November 22, 2024
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Keysight (KEYS)
Alphabet (GOOGL GOOG)
Chubb (CB)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Ulta Beauty (ULTA)
Hilton (HLT)
CNH Industrial (CNHI)
From
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Friday File: Tricks and Treats
November 01, 2024
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Chubb (CB)
Markel (MKL)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
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Friday File: Better and Cheaper?
October 25, 2024
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Property & Casualty Insurance
Goosehead Insurance (GSHD)
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Trade Note
W/R/ Berkley (WRB)
Travelers (TRV)
From
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Friday File: Double Buy in Gold?
September 27, 2024
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SPDR Gold Shares (GLD)
DigitalBridge Preferreds
iShares Gold Trust (IAU)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Trade Note
Fairfax Financial Holdings (FFH/TO FRFHF)
Arch Capital (ACGL)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Markel (MKL)
Guest Articles
Brookfield Asset Management Reinsurance (BAMR)
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Trade Note
Sky Quarry
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Royal Gold (RGLD)
Guest Articles
Wheaton Precious Metals (WPM)
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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American Financial Group (AFG)
Celsius Holdings (CELH)
McDonald's (MCD)
From
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Atkore (ATKR)
$100K Lock Box
Roku (ROKU)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Direxion Daily S&P 500 Bear 3X ETF (SPXS)
Goosehead Insurance (GSHD)
POET Technologies (POET PTK/V)
From
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Jim Tringas
Touk Sinantha
David Poppe
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