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December 11th, 2017
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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Viper Energy (VNOM)
Trade Note
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Meta Platforms (META)
Nvidia (NVDA)
Viper Energy (VNOM)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Texas Pacific Land (TPL)
Unity Software (U)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Dorchester Minerals (DMLP)
Travelers (TRV)
Trade Note
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Gold/Precious Metals & Mining
Northern Star Resources (NST/AX NESRF)
Vox Royalty (VOXR)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Hershey (HSY)
Kochav Defense Acquisition Corp (KCHVU)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Oklo (OKLO)
NuScale Power (SMR)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Amazon (AMZN)
American Integrity Insurance (AII)
silver
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Big Picture / Asset Allocation
Triple Flag Precious Metals (TFPM/TO)
QXO (QXO)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
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Gold/Precious Metals & Mining
Trade Note
Vox Royalty (VOXR)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Par Technology (PAR)
Alphabet (GOOGL GOOG)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Trade Note
International General Insurance Holdings (IGIC)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Ray Dalio
Huntington Ingalls Industries (HII)
Friday File
From
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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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Friday File
QXO (QXO)
Ferrari (RACE)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Corp (BN)
WIngstop (WING)
Toast (TOST)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Cloudflare (NET)
Nvidia (NVDA)
Chubb (CB)
From
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Friday File
Cameco (CCJ)
Big Picture / Asset Allocation
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Exor (EXO/AS EXXRF)
Kinsale Capital (KNSL)
Friday File
From
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Medtronic (MDT)
Boston Omaha (BOC)
Brookfield Corp (BN)
From
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Friday File: Odds of Success?
November 22, 2024
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Nvidia (NVDA)
Dream Finders Homes (DFH)
Chubb (CB)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Penn National (PENN)
Seth Klarman
Floor & Decor (FND)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
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Trade Note
Brown & Brown (BRO)
Oxford Nanopore (ONT/L ONTTF)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
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Property & Casualty Insurance
Brown & Brown (BRO)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Silvercorp Metals (SVM SVM/TO)
Brookfield Asset Management (BAM)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
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Market Vectors Junior Gold Miners ETF (GDXJ)
Brookfield Corp (BN)
DigitalBridge Preferreds
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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W/R/ Berkley (WRB)
Chubb (CB)
Hiscox (HSX/L HCXLY)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Trade Note
Domino's Pizza (DPZ)
Vistra (VST)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Diageo (DEO)
Standard Bio Tools (LAB)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Intuitive Surgical (ISRG)
Sandstorm Gold (SAND SSL/TO)
ArcelorMittal (MT)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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American Financial Group (AFG)
Burford Capital (BUR)
Monster Beverage (MNST)
From
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