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December 11th, 2017
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Friday File: Another Supermax
September 15, 2023
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Apple (AAPL)
Brookfield Corp (BN)
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Siemens Healthineers (SHL/DE SMMNY SEMHF)
Rio Tinto (RIO)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Nvidia (NVDA)
Lennar (LEN)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Shopify (SHOP)
Symbotic (SYM)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Friday File
Symbotic (SYM)
Stocks
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Plug power (PLUG)
Enerplus (ERF)
Trade Note
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Atkore (ATKR)
WESCO (WCC)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Nvidia (NVDA)
MarketWise (MKTW)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Brookfield Corp (BN)
Dino Polska (DNP/W DNOPY)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Trade Note
Crown Castle (CCI)
iShares MSCI Poland ETF (EPOL)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Stocks
Microsoft (MSFT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Qurate (QRTEA QRTEB)
Qurate Preferreds (QRTEP)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Curaleaf Holdings (CURA/CX CURLF)
Cresco Labs (CL/CX CRLBF)
ICL Group (ICL)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Brookfield Asset Management (BAM)
Brookfield Property Preferred
Trade Note
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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KKR & Co/ (KKR)
Icahn Enterprises (IEP)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Amerco (UHAL)
Friday File
NewLake Capital Partners (NLCP)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Stocks
Microsoft (MSFT)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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The Trade Desk (TTD)
Chuck Akre
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Snap (SNAP)
Dream Finders Homes (DFH)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Magnite (MGNI)
Green Thumb Industries (GTII/CX GTBIF)
Disney (DIS)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Innovative Industrial Properties (IIPR)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Square (SQ)
Shopify (SHOP)
Medical Properties Trust (MPW)
From
Stock Gumshoe
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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Innovative Industrial Properties (IIPR)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Magic Software (MGIC)
Deterra Royalties (DRR/AX)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Big Picture / Asset Allocation
Inflation
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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GAN ltd (GAN)
Power REIT (PW)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Penny Stocks
inTEST (INTT)
$100K Lock Box
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Hipgnosis Songs Fund (SONG/L HPGSF)
Short Selling
Square (SQ)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Guardant Health (GH)
Foreign Investments
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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W/W/ Grainger (GWW)
WESCO (WCC)
Markel (MKL)
From
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