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December 11th, 2017
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Latest News about Amazon (AMZN)
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Teqnion (TEQ/ST)
Amazon (AMZN)
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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LVMH (MC/PA LVMUY LVMHF)
Taiwan Semiconductor (TSM)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Meta Platforms (META)
Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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TransEnterix (TRXC)
American Tower (AMT)
Liberty Media
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Bill Ackman
Ginkgo BIoworks (DNA)
Visa (V)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Meta Platforms (META)
Goosehead Insurance (GSHD)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
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Apple (AAPL)
WESCO (WCC)
Home Depot (HD)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Exor (EXO/MI EXXRF)
Carrier (CARR)
DigitalBridge (DBRG)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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General Motors (GM)
Trade Note
Sandstorm Gold (SAND SSL/TO)
From
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Alphabet (GOOGL GOOG)
Stellantis (STLA)
Friday File
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
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Volume Spike Alert
MIke Turner
Tim Fields
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Deterra Royalties (DRR/AX)
Ian Dyer
Dream Finders Homes (DFH)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Berkshire Hathaway (BRK/B)
Verisign (VRSN)
HP Inc/ (HPQ)
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Friday File: Hiding Places?
June 17, 2022
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Franco/Nevada (FNV)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Sandstorm Gold (SAND SSL/TO)
From
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Salesforce/com (CRM)
Berkshire Hathaway (BRK/B)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Revance Therapeutics (RVNC)
Inseego (INSG)
Bill Ackman
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Amazon (AMZN)
Toast
Target (TGT)
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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Nomad Royalty (NSR/TO NSRXF)
Markel (MKL)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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GAN ltd (GAN)
Ginkgo BIoworks (DNA)
Dream Finders Homes (DFH)
From
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Friday File: Diversifying Away From Yourself
April 01, 2022
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Markel (MKL)
Smith/Midland (SMID)
Pershing Square Holdings (PSH/AS PSHZF)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Trisura (TSU/TO TRRSF)
James River (JRVR)
Cloudbreak Discovery (CDL/L)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Spotify (SPOT)
Shopify (SHOP)
Snap (SNAP)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Microsoft (MSFT)
Shopify (SHOP)
Royal Gold (RGLD)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
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Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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Innovative Industrial Properties (IIPR)
Power REIT (PW)
Intuitive Surgical (ISRG)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
$100K Lock Box
Tencent (0700/HK TXTZF TCEHY)
Friday File
From
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Blackstone Group (BX)
Trade Note
Technology
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Fluence
Cloudflare (NET)
Roku (ROKU)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
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Guest Articles
Ebay (EBAY)
Alibaba (BABA)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
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Apple (AAPL)
Universal Display (OLED)
EverArc Holdings (EVRA/L EVREF)
From
Stock Gumshoe
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