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Latest News about Trade Note
Recent news which mentions Trade Note
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Atkore (ATKR)
Bill Ackman
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Markel (MKL)
Teqnion (TEQ/ST)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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John Fox
Nvidia (NVDA)
Towne Bank (TOWN)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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Friday File
YPF (YPF)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Trade Note
BWX Technologies (BWXT)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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ALPS Alerian MLP (AMLP)
Sky Harbour (SKYH)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Lockheed Martin (LMT)
Textron (TXT)
Technology
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Trade Note
W/R/ Berkley (WRB)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
Alphabet (GOOGL GOOG)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Friday File
Teqnion (TEQ/ST)
Trump Media & Technology (DWAC SPAC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Market Vectors Junior Gold Miners ETF (GDXJ)
Wheaton Precious Metals (WPM)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Toast (TOST)
Par Technology (PAR)
David Einhorn
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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PubMatic (PUBM)
The Trade Desk (TTD)
$100K Lock Box
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Brookfield Corp (BN)
Chubb (CB)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Black Stone Minerals (BSM)
EQT (EQT)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Toast (TOST)
TuSimple (TSP)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
China
Brookfield Asset Management (BAM)
Pershing Square
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Ecora Resources (ECOR/L ECOR/TO ECRAF)
Altius Renewable Royalties (ARR/TO ATRWF)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Acacia Research (ACTG)
Arix Bioscience (ARIX/L)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
AON (AON)
Friday File
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Charlie Munger
Friday File
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Pershing Square Holdings (PSH/AS PSHZF)
Alphabet (GOOGL GOOG)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Friday File
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Tiptree (TIPT)
Friday File
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Asset Management (BAM)
Advanced Micro Devices (AMD)
Trade Note
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
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American Tower (AMT)
Chubb (CB)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Chubb (CB)
American Tower (AMT)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Berkshire Hathaway (BRK/B)
Toast (TOST)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Friday File
Medical Properties Trust (MPW)
Journey Energy (JOY/TO JRNGF)
From
Stock Gumshoe
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