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December 11th, 2017
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Latest News about Trade Note
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Friday File: Earnings Hits and Misses
August 04, 2023
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Markel (MKL)
Perimeter Solutions (PRM)
TransDigm (TDG)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Brown & Brown (BRO)
Trade Note
EQT (EQT)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Bloom Energy (BE)
Berry Petroleum (BRY)
Friday File
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Friday File
Nvidia (NVDA)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Huntington Ingalls Industries (HII)
Daniel Loeb
Bill Ackman
From
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Friday File: Moving up in Quality
May 12, 2023
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Dino Polska (DNP/W DNOPY)
Royal Gold (RGLD)
Perimeter Solutions (PRM)
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Trade Note
Crown Castle (CCI)
Dream Finders Homes (DFH)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Cloudflare (NET)
Friday File
From
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Friday File: More High Yield Speculation
January 27, 2023
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American Tower (AMT)
Michael Burry
Medtronic (MDT)
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Huntington Ingalls Industries (HII)
Agriculture
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From
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Friday File: Nibbling on High Yields
December 23, 2022
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Innovative Industrial Properties Preferreds
Innovative Industrial Properties (IIPR)
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From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Stem (STEM)
KKR & Co/ (KKR)
Roku (ROKU)
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Inflation
AFC Gamma (AFCG)
Series I Savings Bonds
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Nvidia (NVDA)
Microsoft (MSFT)
Ford (F)
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Friday File: Revenge on Private Equity?
August 12, 2022
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DigitalBridge (DBRG)
Chuck Akre
Applovin (APP)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Enrique Abeyta
Altius Minerals (ALS/TO ATUSF)
Alphabet (GOOGL GOOG)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Microsoft (MSFT)
Green Thumb Industries (GTII/CX GTBIF)
Big Picture / Asset Allocation
From
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Friday File: Hiding Places?
June 17, 2022
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The Trade Desk (TTD)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Roku (ROKU)
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Friday File
Shopify (SHOP)
Jeremy Grantham
From
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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WESCO (WCC)
Sandstorm Gold (SAND SSL/TO)
Topicus (TOI/V TOITF)
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Coinbase (COIN)
Cryptocurrencies
Galaxy Digital Holdings (GLXY/TO BRPHF)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Inflation
AFC Gamma (AFCG)
Goosehead Insurance (GSHD)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Switch (SWCH)
Sea Ltd (SE)
Alleghany (Y)
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Trade Note
Technology
ABB (ABB)
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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iShares US Home Construction ETF (ITB)
Square (SQ)
Hipgnosis Songs Fund (SONG/L HPGSF)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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DocuSign (DOCU)
Africa Oil (AOI/TO AOIFF)
Canadian Pacific (CP)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Royalty Pharmaceuticals (RPRX)
Big Picture / Asset Allocation
Upstart Holdings (UPST)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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3M (MMM)
Avalara (AVLR)
Cathie Wood
From
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Trade Note
Brown & Brown (BRO)
Crown Castle (CCI)
From
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Take Two Interactive (TTWO)
Royal Gold (RGLD)
Peloton
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