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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Trade Note
Apple (AAPL)
gold
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Black Stone Minerals (BSM)
UIPath (PATH)
Trade Note
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
John Deere (DE)
The Trade Desk (TTD)
Chubb (CB)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Markel (MKL)
Sandstorm Gold (SAND SSL/TO)
Technology
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Brown & Brown (BRO)
Teqnion (TEQ/ST)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Hedging
MFA Financial (MFA)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Income Investing
options
Trade Note
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Kodiak Sciences (KOD)
Syros Phamaceuticals (SYRS)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Friday File
Trade Note
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Stellantis (STLA)
Trade Note
gold
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Toast (TOST)
Trade Note
David Einhorn
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)
Ethereum (ETH)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Acacia Research (ACTG)
Giverny Capital
Tom Poppe
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
Tags
John Deere (DE)
The Trade Desk (TTD)
ARM Holdings (ARM)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Acacia Research (ACTG)
ETFs or Mutual Funds
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Markel (MKL)
Technology
Microsoft (MSFT)
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Trade Note
Intuitive Surgical (ISRG)
Kinder Morgan (KMI)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Sky Harbour (SKYH)
Taiwan Semiconductor (TSM)
Acacia Research (ACTG)
From
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Qurate (QRTEA QRTEB)
Seabridge Gold (SA SEA/TO)
First Quantum Minerals (FM/TO FQVLF)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Suntory (2578/T STBFY STBFF)
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Alphabet (GOOGL GOOG)
Intuitive Surgical (ISRG)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Insurance
Willis Towers Watson (WLTW)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Friday File
WESCO (WCC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Trade Note
Berkshire Hathaway (BRK/B)
Stocks
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
Par Technology (PAR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Dream Finders Homes (DFH)
U/Haul Holdings (UHAL)
Trade Note
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Friday File
WESCO (WCC)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Friday File
Pershing Square Holdings (PSH/AS PSHZF)
Meta Platforms (META)
From
Stock Gumshoe
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