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Latest News about Trade Note
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Friday File: Another Supermax
September 15, 2023
Tags
Brookfield Corp (BN)
Apple (AAPL)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Roku (ROKU)
Royal Philips (PHG)
Stocks
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Nvidia (NVDA)
Dream Finders Homes (DFH)
Adyen (ADYEN/AS ADYEY ADYYF)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Markel (MKL)
Shopify (SHOP)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Trade Note
Brown & Brown (BRO)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Novonix (NVX/AX NVNXF)
Vanguard Mortgage Backed Securities ETF (VMBS)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Berkshire Hathaway (BRK/B)
Goosehead Insurance (GSHD)
Coca Cola (KO)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Friday File
Encore Wire (WIRE)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Boston Omaha (BOC)
Perimeter Solutions (PRM)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Keysight (KEYS)
Hercules Technology Growth Capital (HTGC)
iShares MSCI Poland ETF (EPOL)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Brookfield Asset Management (BAM)
Cloudflare (NET)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Unity Software (U)
The Trade Desk (TTD)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Clearfield (CLFD)
Friday File
Agriculture
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Trade Note
Amerco (UHAL)
Friday File
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Asset Management (BAM)
Roku (ROKU)
Fluence
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Par Technology (PAR)
Huntington Ingalls Industries (HII)
Inflation
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Stellantis (STLA)
Friday File
Activision Blizzard (ATVI)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Berkshire Hathaway (BRK/B)
Toast (TOST)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Crown Castle (CCI)
NVR (NVR)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Netflix (NFLX)
Commodities / Natural Resources
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Franco/Nevada (FNV)
Anglo Pacific Group (APF/L APY/TO AGPIF)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Square (SQ)
Shopify (SHOP)
Visa (V)
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)
Smith/Midland (SMID)
Markel (MKL)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Shopify (SHOP)
Galaxy Digital Holdings (GLXY/TO BRPHF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Amazon (AMZN)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Alleghany (Y)
Perimeter Solutions (PRM)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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inTEST (INTT)
Penny Stocks
ABB (ABB)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Lightspeed POS (LSPD)
Dream Finders Homes (DFH)
iShares US Home Construction ETF (ITB)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Royal Gold (RGLD)
Trisura (TSU/TO TRRSF)
Cloudbreak Discovery (CDL/L)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Royalty Pharmaceuticals (RPRX)
Nvidia (NVDA)
Tiptree (TIPT)
From
Stock Gumshoe
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