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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Texas Pacific Land (TPL)
Amrize (AMRZ)
Trade Note
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Technology
Pershing Square (PS)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Keurig Dr Pepper (KDP)
Stocks
X/energy
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Travelers (TRV)
Cryptocurrencies
CSX Corp (CSX)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Vox Royalty (VOXR)
PepsiCo (PEP)
Amazon (AMZN)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Home Depot (HD)
Chevron (CVX)
Synopsys (SNPS)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Oklo (OKLO)
Friday File
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Friday File
teqnion
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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AngloGold Ashanti Ltd/ (AU)
Trade Note
Orogen (OGN/V OGNRF)
From
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Dakota Gold (DC)
Travelers (TRV)
Trade Note
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Broadridge Financial Solutions (BR)
Trade Note
Keysight (KEYS)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Markel (MKL)
Berkshire Hathaway (BRK/B)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
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The Trade Desk (TTD)
Ray Dalio
Technology
From
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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QXO (QXO)
Chubb (CB)
Waste Magement (WM)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Trade Note
WIngstop (WING)
Dakota Gold (DC)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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BWX Technologies (BWXT)
W/R/ Berkley (WRB)
Trade Note
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Friday File
ALPS Alerian MLP (AMLP)
Big Picture / Asset Allocation
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Trade Note
BWX Technologies (BWXT)
IBM (IBM)
From
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Ferrari (RACE)
Brad Thomas
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Keysight (KEYS)
The Trade Desk (TTD)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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Friday File
Penn National (PENN)
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: Tricks and Treats
November 01, 2024
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Hedging
Technology
Brookfield Wealth Solutions (BNT)
From
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Friday File: Better and Cheaper?
October 25, 2024
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International General Insurance Holdings (IGIC)
The Big Secret on Wall Street (This Week)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Oklo
Toast (TOST)
gold
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
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SPDR Gold Shares (GLD)
Brookfield Asset Management (BAM)
Sandstorm Gold (SAND SSL/TO)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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W/R/ Berkley (WRB)
Beazley (BEZ/L BZYLF)
Trade Note
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Alphabet (GOOGL GOOG)
Domino's Pizza (DPZ)
Trade Note
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Dino Polska (DNP/W DNOPY)
Atkore (ATKR)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Keysight (KEYS)
Franco/Nevada (FNV)
ArcelorMittal (MT)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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McDonald's (MCD)
BWX Technologies (BWXT)
Par Technology (PAR)
From
Stock Gumshoe
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