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December 11th, 2017
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Latest News about Trade Note
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Friday File: Another Supermax
September 15, 2023
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Brown & Brown (BRO)
Friday File
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Deterra Royalties (DRR/AX)
BHP Billiton (BHP)
Foreign Investments
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Dino Polska (DNP/W DNOPY)
Friday File
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Trade Note
WESCO (WCC)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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EQT (EQT)
Black Stone Minerals (BSM)
Chubb (CB)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Brookfield Corp (BN)
Brookfield Reinsurance (BNRE)
Plug power (PLUG)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Cisco (CSCO)
Coca Cola (KO)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Northrop Grumman (NOC)
Rule Breakers
MarketWise (MKTW)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Boston Omaha (BOC)
The Trade Desk (TTD)
Foreign Investments
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Big Picture / Asset Allocation
Dream Finders Homes (DFH)
National Instruments (NATI)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Microsoft (MSFT)
Brookfield Asset Management (BAM)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Qurate Preferreds (QRTEP)
Shopify (SHOP)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Agriculture
Northrop Grumman (NOC)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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DigitalBridge (DBRG)
Trade Note
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Corp (BN)
Brookfield Reinsurance (BNRE)
Stem (STEM)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Friday File
Par Technology (PAR)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Berkshire Hathaway (BRK/B)
General Motors (GM)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Par Technology (PAR)
Friday File
IronSource (IS)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Snap (SNAP)
Intuitive Surgical (ISRG)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Big Picture / Asset Allocation
Anglo Pacific Group (APF/L APY/TO AGPIF)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
Dream Finders Homes (DFH)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Jeremy Grantham
Medical Properties Trust (MPW)
DocuSign (DOCU)
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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Brookfield Asset Management (BAM)
Illumina (ILMN)
Disney (DIS)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Voyager Digital (VYGR/TO VYGVF)
Series I Savings Bonds
Friday File
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Power REIT (PW)
Big Picture / Asset Allocation
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Markel (MKL)
Berkshire Hathaway (BRK/B)
Switch (SWCH)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Technology
Trade Note
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Switch (SWCH)
Berkshire Hathaway (BRK/B)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Kinsale Capital (KNSL)
Altius Minerals (ALS/TO ATUSF)
James River (JRVR)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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W/W/ Grainger (GWW)
Friday File
Fastly (FSLY)
From
Stock Gumshoe
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