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Latest News about Trade Note
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Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Berkshire Hathaway (BRK/B)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Ferrari (RACE)
Siemens Healthineers (SHL/DE SMMNY SEMHF)
Deterra Royalties (DRR/AX)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Adyen (ADYEN/AS ADYEY ADYYF)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
TransDigm (TDG)
Friday File
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Friday File
Black Stone Minerals (BSM)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Asset Management (BAM)
Office Properties Income Trust (OPI)
Enerplus (ERF)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Apple (AAPL)
Nvidia (NVDA)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
Tags
BWX Technologies (BWXT)
Motley Fool
Morgan Housel
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
Royal Gold (RGLD)
Technology
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Dream Finders Homes (DFH)
Keysight (KEYS)
iShares MSCI Poland ETF (EPOL)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Big Picture / Asset Allocation
Microsoft (MSFT)
Stocks
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Qurate Preferreds (QRTEP)
Intuitive Surgical (ISRG)
Liberty Media
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Curaleaf Holdings (CURA/CX CURLF)
Innovative Industrial Properties (IIPR)
Trade Note
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Income Investing
Friday File
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
Tags
Trade Note
Roku (ROKU)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Big Picture / Asset Allocation
Toast (TOST)
Trade Note
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Stellantis (STLA)
Berkshire Hathaway (BRK/B)
General Motors (GM)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Trade Note
Par Technology (PAR)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Ian Dyer
Comcast (CMCSA)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Dream Finders Homes (DFH)
Technology
Commodities / Natural Resources
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Cambria Tail Risk ETF (TAIL)
Roku (ROKU)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Medical Properties Trust (MPW)
Toast (TOST)
Trade Note
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Nomad Royalty (NSR/TO NSRXF)
Shopify (SHOP)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Voyager Digital (VYGR/TO VYGVF)
Coinbase (COIN)
Friday File
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
iShares 7/10 Year Treasury Bond ETF (IEF)
Pershing Square Holdings (PSH/AS PSHZF)
Trade Note
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
Stocks
Sandstorm Gold (SAND SSL/TO)
Friday File
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Trade Note
ABB (ABB)
Friday File
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Berkshire Hathaway (BRK/B)
Altius Minerals (ALS/TO ATUSF)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Guardant Health (GH)
Nickel 28 Capital (NKL/V)
Technology
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Markel (MKL)
Fastly (FSLY)
Friday File
From
Stock Gumshoe
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