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Latest News about Trade Note
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Roku (ROKU)
Bill Ackman
Guest Articles
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
The Trade Desk (TTD)
Nvidia (NVDA)
Vicarious Surgical (RBOT)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Miles Lewis
John Fox
Sequoia
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Agilysys (AGYS)
Trade Note
Omni Bridgeway (OBL/AX IMMFF)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Nvidia (NVDA)
Trade Note
Credo Technology (CRDO)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Freehold Royalties (FRU/TO FRHLF)
Pershing Square USA (PSUS)
Acacia Research (ACTG)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Thales (HO/PA THLLY THLEF)
Pernod Ricard (RI/PA PRNDY PDRDF)
Mitchell Rales
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Teqnion (TEQ/ST)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Alphabet (GOOGL GOOG)
Royal Gold (RGLD)
Model N (MODN)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Teqnion (TEQ/ST)
Friday File
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Market Vectors Junior Gold Miners ETF (GDXJ)
Wheaton Precious Metals (WPM)
Market Vectors Gold Miners ETF (GDX)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
ALPS Alerian MLP (AMLP)
Friday File
Toast (TOST)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
$100K Lock Box
Stocks
Trade Note
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Markel (MKL)
Jéronimo Martins (JRONY JRONF)
options
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Stansberry's Investment Advisory
Toast (TOST)
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
TuSimple (TSP)
ARM Holdings (ARM)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Corp (BN)
Stocks
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
AGCO (AGCO)
Enbridge (ENB)
McCormick (MKC)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Boston Omaha (BOC)
Friday File
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Atkore (ATKR)
Friday File
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Universal Music Group (UMG/AS UMGNF)
Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
The Trade Desk (TTD)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
DocuSign (DOCU)
U/Haul Holdings (UHAL)
Friday File
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Corp (BN)
Qurate (QRTEA QRTEB)
Trade Note
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Meta Platforms (META)
Friday File
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Altius Minerals (ALS/TO ATUSF)
Chubb (CB)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Trade Note
Qurate (QRTEA QRTEB)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Berry Petroleum (BRY)
Topicus (TOI/V TOITF)
Enerplus (ERF)
From
Stock Gumshoe
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