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Friday File: Who Deserves Patience?
September 08, 2023
Tags
Stellantis (STLA)
Boston Omaha (BOC)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Adyen (ADYEN/AS ADYEY ADYYF)
Toast (TOST)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Symbotic (SYM)
Teqnion (TEQ/ST)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Encore Wire (WIRE)
Roku (ROKU)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
C3/ai (AI)
Trade Note
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Trade Note
Coca Cola (KO)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
Tags
Sam Zell
Toast (TOST)
Motley Fool Stock Advisor
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
DigitalBridge (DBRG)
Stocks
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Edwin Dorsey
American Tower (AMT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Technology
Boston Omaha (BOC)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Unity Software (U)
Crown Castle (CCI)
John Malone
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Marathon Oil (MRO)
Agriculture
Northrop Grumman (NOC)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
DigitalBridge Preferreds
Innovative Industrial Properties Preferreds
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
Tags
Fluence
Brookfield Corp (BN)
Brookfield Reinsurance (BNRE)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Toast (TOST)
AFC Gamma (AFCG)
Friday File
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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BYD (1211/HK BYDDF BYDDY)
Amazon (AMZN)
Electronic Arts (EA)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Illumina (ILMN)
Unity Software (U)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Porter Stansberry
Technology
Upstart Holdings (UPST)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Magnite (MGNI)
Friday File
Kings Garden
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Amazon (AMZN)
Friday File
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Square (SQ)
Jeremy Grantham
Toast (TOST)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Sandstorm Gold (SAND SSL/TO)
Innovative Industrial Properties (IIPR)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Deterra Royalties (DRR/AX)
Cryptocurrencies
Friday File
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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GAN ltd (GAN)
Dream Finders Homes (DFH)
Series I Savings Bonds
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Perimeter Solutions (PRM)
Switch (SWCH)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Technology
ABB (ABB)
Penny Stocks
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Berkshire Hathaway (BRK/B)
Pershing Square Holdings (PSH/AS PSHZF)
Friday File
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Fastly (FSLY)
Sandstorm Gold (SAND SSL/TO)
W/W/ Grainger (GWW)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
3M (MMM)
Cloudflare (NET)
Big Picture / Asset Allocation
From
Stock Gumshoe
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