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Latest News about Trade Note
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Friday File: Earnings Hits and Misses
August 04, 2023
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WESCO (WCC)
Friday File
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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EQT (EQT)
Trade Note
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Friday File
Berry Petroleum (BRY)
Bloom Energy (BE)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Cisco (CSCO)
WESCO (WCC)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Diageo (DEO)
Nvidia (NVDA)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Sandstorm Gold (SAND SSL/TO)
Foreign Investments
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Teqnion (TEQ/ST)
Big Picture / Asset Allocation
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Technology
Trade Note
Public Storage (PSA)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Michael Burry
American Tower (AMT)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Marathon Oil (MRO)
Atkore (ATKR)
Technology
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Income Investing
Innovative Industrial Properties Preferreds
Energy Transfer Partners (ETP)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Reinsurance (BNRE)
Zevia (ZVIA)
Icahn Enterprises (IEP)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Trade Note
Toast (TOST)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Chewy (CHWY)
Advanced Micro Devices (AMD)
Warner Music Group (WMG)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Switch (SWCH)
TransDigm (TDG)
IronSource (IS)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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TransDigm (TDG)
Alphabet (GOOGL GOOG)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Technology
Trade Note
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Ginkgo BIoworks (DNA)
Netflix (NFLX)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Visa (V)
Medical Properties Trust (MPW)
Lightspeed POS (LSPD)
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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Shopify (SHOP)
Friday File
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Labrador Iron Ore Royalty (LIF/TO LIFZF)
Trade Note
Galaxy Digital Holdings (GLXY/TO BRPHF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Series I Savings Bonds
iShares 7/10 Year Treasury Bond ETF (IEF)
Millennium Investment & Acquisition (MILC)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Berkshire Hathaway (BRK/B)
PubMatic (PUBM)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Technology
Trade Note
inTEST (INTT)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Universal Display (OLED)
Short Selling
NVR (NVR)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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James River (JRVR)
Cambria Global Value (GVAL)
Avantis International Small Cap Value (AVDV)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Trade Note
The Trade Desk (TTD)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Avalara (AVLR)
Ark Innovation ETF (ARKK)
Cathie Wood
From
Stock Gumshoe
Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Brown & Brown (BRO)
Trade Note
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Sea Ltd (SE)
Franco/Nevada (FNV)
Friday File
From
Stock Gumshoe
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