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Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
Tags
Artificial Intelligence (A/I/)
Energy Fuels Inc/ (UUUU EFR/TO)
BHP Billiton (BHP)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Wheaton Precious Metals (WPM)
$100K Lock Box
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Chubb (CB)
International General Insurance Holdings (IGIC)
Markel (MKL)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
Golden Portfolio IV
John Doody
Ely Gold Royalties (ELY/V ELYGF)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Trade Note
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
gold
Friday File
Guest Articles
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
Tags
Porter Stansberry
Brookfield Asset Management (BAM)
MarketWise (MKTW)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Power Law Investing Podcast
McDonald's (MCD)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Direxion Daily S&P 500 Bear 3X ETF (SPXS)
Trade Note
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Friday File
Repligen (RGEN)
Enphase Energy (ENPH)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Bill Ackman
Dino Polska (DNP/W DNOPY)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Berkshire Hathaway (BRK/B)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
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
Celsius Holdings (CELH)
BWX Technologies (BWXT)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
David Poppe
ArcelorMittal (MT)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Porter Stansberry
Agilysys (AGYS)
YPF (YPF)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
NVR (NVR)
Fulgent Genetics (FLGT)
D/ R/ Horton (DHI)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Diageo (DEO)
Pershing Square Holdings (PSH/AS PSHZF)
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)
The Trade Desk (TTD)
Chubb (CB)
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
Roku (ROKU)
Thales (HO/PA THLLY THLEF)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Meta Platforms (META)
Chubb (CB)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Invesco preferred ETF (PGX)
Teqnion (TEQ/ST)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Alphabet (GOOGL GOOG)
American Tower (AMT)
$100K Lock Box
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Friday File
Biotech/Medical
Barinthus Pharmaceuticals (BRNS)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trump Media & Technology (DWAC SPAC)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Teqnion (TEQ/ST)
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
gold
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
EQT (EQT)
Equitrans (ETRN)
David Einhorn
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Qurate Preferreds (QRTEP)
Cloudflare (NET)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Goosehead Insurance (GSHD)
Sequoia
Kinsale Capital (KNSL)
From
Stock Gumshoe
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