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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Burford Capital (BUR)
Kinsale Capital (KNSL)
Trade Note
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
James Altucher
Boston Omaha (BOC)
Dream Finders Homes (DFH)
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Diageo (DEO)
Boston Omaha (BOC)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Lockheed Martin (LMT)
Huntington Ingalls Industries (HII)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Goosehead Insurance (GSHD)
Evolution (EVO/ST EVVTY EVGGF)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Model N (MODN)
Royal Gold (RGLD)
Crown Castle (CCI)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trade Note
Teqnion (TEQ/ST)
Friday File
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
Tags
Fluence
Clarivate (CLVT)
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Trade Note
Toast (TOST)
David Einhorn
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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PubMatic (PUBM)
DoubleVerify (DV)
Technology
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Arch Capital (ACGL)
American Financial Group (AFG)
Diageo (DEO)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Shopify (SHOP)
Big Picture / Asset Allocation
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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The Trade Desk (TTD)
John Deere (DE)
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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China
WESCO (WCC)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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McCormick (MKC)
Brown & Brown (BRO)
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Trade Note
Standard Bio Tools (LAB)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Toast (TOST)
Markel (MKL)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Atkore (ATKR)
Keysight (KEYS)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Teqnion (TEQ/ST)
Friday File
Nvidia (NVDA)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
Trade Note
Friday File
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)
Toast (TOST)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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WESCO (WCC)
Friday File
Brookfield Corp (BN)
From
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Microsoft (MSFT)
Amazon (AMZN)
American Tower (AMT)
From
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Altius Minerals (ALS/TO ATUSF)
Chubb (CB)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Chapters Group (CHG/DE)
Sator Group
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
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Stem (STEM)
Paramount Resources (POU/TO PRMRF)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Berkshire Hathaway (BRK/B)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Boston Omaha (BOC)
Stocks
Labrador Iron Ore Royalty (LIF/TO LIFZF)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Smith/Midland (SMID)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
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