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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Power Law Investing Podcast
Alphabet (GOOGL GOOG)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
American Financial Group (AFG)
Pershing Square Holdings (PSH/AS PSHZF)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Intuitive Surgical (ISRG)
Africa Oil (AOI/TO AOIFF)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Sandstorm Gold (SAND SSL/TO)
Pershing Square
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Exor (EXO/AS EXXRF)
Intuitive Surgical (ISRG)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Eli Lilly (LLY)
Model N (MODN)
MyMD Pharmaceuticals (MYMD)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Miles Lewis
Pernod Ricard (RI/PA PRNDY PDRDF)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Trade Note
Microsoft (MSFT)
Tom Gardner
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Kopin (KOPN)
Apple (AAPL)
SMART Global Holdings (SGH)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Toast (TOST)
Black Stone Minerals (BSM)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Acacia Research (ACTG)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Diageo (DEO)
Textron (TXT)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Alphabet (GOOGL GOOG)
Evolution (EVO/ST EVVTY EVGGF)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Black Stone Minerals (BSM)
Super Micro Computer (SMCI)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
American Tower (AMT)
gold
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
AlloVir (ALVR)
JW Therapeutics (JWCTF)
Avrobio (AVRO)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Teqnion (TEQ/ST)
Par Technology (PAR)
Trump Media & Technology (DWAC SPAC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Friday File
Nvidia (NVDA)
John Maynard Keynes
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
Equitrans (ETRN)
David Einhorn
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Toast (TOST)
Bitcoin (BTC)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Teqnion (TEQ/ST)
Nvidia (NVDA)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
TuSimple (TSP)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
WESCO (WCC)
Symbotic (SYM)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Markel (MKL)
Keysight (KEYS)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Friday File
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Standard Bio Tools (LAB)
Arix Bioscience (ARIX/L)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Par Technology (PAR)
Sandstorm Gold (SAND SSL/TO)
Seabridge Gold (SA SEA/TO)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Sandstorm Gold (SAND SSL/TO)
Suntory (2578/T STBFY STBFF)
From
Stock Gumshoe
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