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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Domino's Pizza (DPZ)
Topicus (TOI/V TOITF)
Chris Mayer
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Warren Buffett
Cryptocurrencies
Greg Abel
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
Markel (MKL)
John Hussman
Porter Stansberry
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Johnson and Johnson (JNJ)
Crown Castle (CCI)
Amazon (AMZN)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Daniel Loeb
Intel (INTC)
Lithia Motors (LAD)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Apple (AAPL)
EQT (EQT)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
iShares TIPS Bond ETF (TIPS)
American Tower (AMT)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Perimeter Solutions (PRM)
Cathie Wood
Morgan Housel
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Exor (EXO/MI EXXRF)
BYD (1211/HK BYDDF BYDDY)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
LVMH (MC/PA LVMUY LVMHF)
Ferrari (RACE)
Shopify (SHOP)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
UZV
Green Chip
Alpine Global Dynamic Dividend (AGD)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Deterra Royalties (DRR/AX)
Ian Dyer
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Amazon (AMZN)
Life Storage (LSI)
Liberty Sirius (LSXMA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Netflix (NFLX)
Altius Minerals (ALS/TO ATUSF)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Brookfield Asset Management (BAM)
Constellation Software (CSU/TO CNSWF)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
The Trade Desk (TTD)
Twitter (TWTR)
Swen Lorenz
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Alphabet (GOOGL GOOG)
Big Picture / Asset Allocation
Technology
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
Illumina (ILMN)
Constellation Software (CSU/TO CNSWF)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
GAN ltd (GAN)
Ginkgo BIoworks (DNA)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Brookfield Asset Management (BAM)
Petco (WOOF)
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Commodities / Natural Resources
Norilsk Nickel (NILSY)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
WESCO (WCC)
Advanced Micro Devices (AMD)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Roku (ROKU)
Zynga (ZNGA)
Electronic Arts (EA)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
Shopify (SHOP)
Amazon (AMZN)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Roku (ROKU)
Cloudflare (NET)
Upstart Holdings (UPST)
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Blackstone Group (BX)
Amazon (AMZN)
AerSale (ASLE)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Stocks
AFC Gamma (AFCG)
Electronic Arts (EA)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Guest Articles
Ebay (EBAY)
Sea Ltd (SE)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
facebook (FB)
Amazon (AMZN)
Technology
From
Stock Gumshoe
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