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Latest News about Trade Note
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Omni Bridgeway (OBL/AX IMMFF)
Markel (MKL)
Tom Gardner
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
James Altucher
Vistra (VST)
NVR (NVR)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Black Stone Minerals (BSM)
Sky Harbour (SKYH)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Cloudflare (NET)
Royal Philips (PHG)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Standard Bio Tools (LAB)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Vaulted
Income Investing
$100K Lock Box
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Friday File
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Exor (EXO/AS EXXRF)
Triple Flag Precious Metals (TFPM/TO)
Friday File
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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EQT (EQT)
Intuitive Surgical (ISRG)
Par Technology (PAR)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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Criteo (CRTO)
DoubleVerify (DV)
Integral Ad Science (IAS)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Stocks
Chubb (CB)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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cryptocurrencies
Qurate (QRTEA QRTEB)
Par Technology (PAR)
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
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BioArctic (BIOA/B/ST BRCTF)
ARM Holdings (ARM)
Toast (TOST)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Cloudflare (NET)
China
Yiren Digital (YRD)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Brown & Brown (BRO)
LVMH (MC/PA LVMUY LVMHF)
Enbridge (ENB)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
McCormick (MKC)
Nvidia (NVDA)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Amazon (AMZN)
Brown & Brown (BRO)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Alphabet (GOOGL GOOG)
Trade Note
WESCO (WCC)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Coca Cola (KO)
Berkshire Hathaway (BRK/B)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
Trade Note
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Friday File
Sandstorm Gold (SAND SSL/TO)
Trade Note
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Black Stone Minerals (BSM)
Advanced Micro Devices (AMD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Hedging
Teqnion (TEQ/ST)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Biotech/Medical
W/R/ Berkley (WRB)
SBA Communications (SBAC)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Chubb (CB)
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Permian Basin Royalty Trust (PBT)
Tellurian (TELL)
Disney (DIS)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Brown & Brown (BRO)
brookfield
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Royal Philips (PHG)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Toast (TOST)
Dream Finders Homes (DFH)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
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