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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Friday File
Texas Pacific Land (TPL)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Microsoft (MSFT)
Big Picture / Asset Allocation
Stocks
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Options or Futures
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Viper Energy Partners (VNOM)
Diamondback Energy (FANG)
Trade Note
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
WPP Group (WPPGY)
Stocks
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Triple Flag Precious Metals (TFPM/TO)
Burford Capital (BUR)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Trade Note
Nano Nuclear (NNE)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Berkshire Hathaway (BRK/B)
American Integrity Insurance (AII)
teqnion
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Markel (MKL)
Friday File
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Dine Brands (DIN)
Gold/Precious Metals & Mining
Vox Royalty (VOXR)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Keysight (KEYS)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Markel (MKL)
Friday File
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Nvidia (NVDA)
Royal Gold (RGLD)
Ray Dalio
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Friday File
Waste Magement (WM)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Corp (BN)
Toast (TOST)
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Sabine Royalty Trust (SBR)
Westinghouse
Cisco (CSCO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Brookfield Corp (BN)
Chubb (CB)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Chubb (CB)
D/Wave Quantum (QBTS)
Trade Note
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Warren Buffett
Boston Omaha (BOC)
CMR Surgical
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Brown & Brown (BRO)
Keysight (KEYS)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Hershey (HSY)
Nu Holdings (NU)
Capital One (COF)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
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Oxford Nanopore (ONT/L ONTTF)
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
International General Insurance Holdings (IGIC)
Teqnion (TEQ/ST)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
W/R/ Berkley (WRB)
altius
Dominion Resources (D)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Orogen (OGN/V OGNRF)
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Trade Note
W/R/ Berkley (WRB)
Fairfax Financial Holdings (FFH/TO FRFHF)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
Tags
Vistra (VST)
Markel (MKL)
PepsiCo (PEP)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Atkore (ATKR)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Pernod Ricard (RI/PA PRNDY PDRDF)
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)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Monster Beverage (MNST)
Burford Capital (BUR)
BWX Technologies (BWXT)
From
Stock Gumshoe
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