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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Income Investing
Markel (MKL)
Sitio Royalties (STR)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Nvidia (NVDA)
Northern Star Resources (NST/AX NESRF)
Vistra (VST)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Burford Capital (BUR)
Hershey (HSY)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Nano Nuclear (NNE)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Hershey (HSY)
IPO
Amazon (AMZN)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Chubb (CB)
Friday File
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Trade Note
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Friday File
Keysight (KEYS)
Stocks
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Pernod Ricard (RI/PA PRNDY PDRDF)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Bill Ackman
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Nvidia (NVDA)
Beacon Roofing (BECN)
GXO Logistics (GXO)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Domino's Pizza (DPZ)
Brookfield Asset Management (BAM)
Trade Note
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Brown & Brown (BRO)
W/R/ Berkley (WRB)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
W/R/ Berkley (WRB)
Travelers (TRV)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
D/Wave Quantum (QBTS)
Markel (MKL)
Intel (INTC)
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Amazon (AMZN)
CMR Surgical
Warren Buffett
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Dream Finders Homes (DFH)
Toast (TOST)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Flutter (PDYPY)
Hershey (HSY)
Warren Buffett
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Technology
Markel (MKL)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Kinsale Capital (KNSL)
Porter Stansberry
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Oklo
Orano
Homestake
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
SPDR Gold Shares (GLD)
Friday File
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Constellation Energy (CEG)
Hiscox (HSX/L HCXLY)
Fairfax Financial Holdings (FFH/TO FRFHF)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
Tags
Brookfield Asset Management Reinsurance (BAMR)
Alphabet (GOOGL GOOG)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Teqnion (TEQ/ST)
Sky Quarry
Teeka Tiwari
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Seabridge Gold (SA SEA/TO)
ArcelorMittal (MT)
gold
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
The Trade Desk (TTD)
Trade Note
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Bill Ackman
Sandstorm Gold (SAND SSL/TO)
Powell (POWL)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
AdvisorShares Ranger Equity Bear ETF (HDGE)
Brown & Brown (BRO)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Towne Bank (TOWN)
Daily Journal (DJCO)
Acacia Research (ACTG)
From
Stock Gumshoe
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