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Latest News about Trade Note
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Model N (MODN)
Universal Display (OLED)
Markel (MKL)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Nvidia (NVDA)
ALPS Alerian MLP (AMLP)
POET Technologies (POET PTK/V)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Dollar General (DG)
Five Below (FIVE)
GoDaddy (GDDY)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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Porter Stansberry
Markel (MKL)
Kinsale Capital (KNSL)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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Kopin (KOPN)
Credo Technology (CRDO)
D/ R/ Horton (DHI)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Keysight (KEYS)
Boston Omaha (BOC)
Diageo (DEO)
From
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Trade Note
Friday File
Boston Omaha (BOC)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Berkshire Hathaway (BRK/B)
Income Investing
Qurate Preferreds (QRTEP)
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Boston Omaha (BOC)
Chapters Group (CHG/DE)
BioArctic (BIOA/B/ST BRCTF)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Power REIT (PW)
Vaulted
Income Investing
From
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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
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Stem (STEM)
obesity
Reddit (RDDT)
From
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Par Technology (PAR)
David Einhorn
Trade Note
From
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More Advertising for the Lock Box
March 14, 2024
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Technology
Trade Note
Criteo (CRTO)
From
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Friday File: Sweet Times
March 08, 2024
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American Financial Group (AFG)
options
Jéronimo Martins (JRONY JRONF)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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EQT (EQT)
Africa Oil (AOI/TO AOIFF)
Black Stone Minerals (BSM)
From
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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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John Deere (DE)
Trade Note
Roku (ROKU)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Pershing Square USA (PSUS)
Tesla Motors (TSLA)
Symbotic (SYM)
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Intuitive Surgical (ISRG)
Arthur J/ Gallagher (AJG)
Altius Renewable Royalties (ARR/TO ATRWF)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Standard Bio Tools (LAB)
Arix Bioscience (ARIX/L)
Acacia Research (ACTG)
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Friday File
AON (AON)
Sky Harbour (SKYH)
From
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Brookfield Corp (BN)
WESCO (WCC)
Atkore (ATKR)
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Stocks
Big Picture / Asset Allocation
Nvidia (NVDA)
From
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Boston Omaha (BOC)
Par Technology (PAR)
Friday File
From
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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U/Haul Holdings (UHAL)
DocuSign (DOCU)
Trade Note
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
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Chubb (CB)
American Tower (AMT)
Markel (MKL)
From
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Friday File
Prologis (PLD)
W/R/ Berkley (WRB)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Sator Group
Trade Note
Guest Articles
From
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Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Trade Note
Enerplus (ERF)
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
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