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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Atkore (ATKR)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Broadridge Financial Solutions (BR)
Par Technology (PAR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Pershing Square USA (PSUS)
Vistra (VST)
Model N (MODN)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Markel (MKL)
American Financial Group (AFG)
Atkore (ATKR)
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
YPF (YPF)
Agilysys (AGYS)
Porter Stansberry
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Structure Therapeutics (GPCR)
Credo Technology (CRDO)
Kopin (KOPN)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Diageo (DEO)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Arcadea
Friday File
Mitchell Rales
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Series I Savings Bonds
Teqnion (TEQ/ST)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Income Investing
Royal Gold (RGLD)
Amazon (AMZN)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Trump Media & Technology (DWAC SPAC)
Friday File
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Tapestry (TPR)
John Maynard Keynes
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
Toast (TOST)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Trade Note
Technology
$100K Lock Box
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Corp (BN)
options
Travelers (TRV)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Cloudflare (NET)
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
Tags
Roku (ROKU)
Atkore (ATKR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Lowe's (LOW)
Brookfield Corp (BN)
Friday File
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Diageo (DEO)
Brown & Brown (BRO)
John Deere (DE)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Chapters Group (CHG/DE)
Standard Bio Tools (LAB)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
AON (AON)
Boston Omaha (BOC)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Cisco (CSCO)
Atkore (ATKR)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Danaher (DHR)
Trade Note
Friday File
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
Trade Note
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
DocuSign (DOCU)
Tiptree (TIPT)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Goosehead Insurance (GSHD)
Kinsale Capital (KNSL)
Trade Note
From
Stock Gumshoe
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