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Friday File: Another Supermax
September 15, 2023
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Berkshire Hathaway (BRK/B)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Foreign Investments
Friday File
Labrador Iron Ore Royalty (LIF/TO LIFZF)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Kinsale Capital (KNSL)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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TransDigm (TDG)
WESCO (WCC)
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Encore Wire (WIRE)
Roku (ROKU)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Office Properties Income Trust (OPI)
IonQ (IONQ)
Vanguard Mortgage Backed Securities ETF (VMBS)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Constellation Software (CSU/TO CNSWF)
Visa (V)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Daniel Loeb
Motley Fool 100 ETF (TMFC)
Friday File
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Brookfield Corp (BN)
Perimeter Solutions (PRM)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Friday File
Teqnion (TEQ/ST)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Public Storage (PSA)
Friday File
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Shopify (SHOP)
Amazon (AMZN)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Boston Omaha (BOC)
Marathon Oil (MRO)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Amerco (UHAL)
Friday File
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Corp (BN)
Roku (ROKU)
Fluence
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Inflation
Huntington Ingalls Industries (HII)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Electronic Arts (EA)
Advanced Micro Devices (AMD)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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The Trade Desk (TTD)
IronSource (IS)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Intuitive Surgical (ISRG)
Altius Minerals (ALS/TO ATUSF)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Kings Garden
Shopify (SHOP)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Innovative Industrial Properties (IIPR)
Ginkgo BIoworks (DNA)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Toast (TOST)
Square (SQ)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Berkshire Hathaway (BRK/B)
Friday File
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Friday File
Magic Software (MGIC)
Coinbase (COIN)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Power REIT (PW)
Amazon (AMZN)
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Royal Gold (RGLD)
Markel (MKL)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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ABB (ABB)
Penny Stocks
Friday File
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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AFC Gamma (AFCG)
Dream Finders Homes (DFH)
PulteGroup (PHM)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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The Trade Desk (TTD)
Stocks
Nutrien (NTR)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Fastly (FSLY)
Sea Ltd (SE)
WESCO (WCC)
From
Stock Gumshoe
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