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Latest News about Trade Note
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Atkore (ATKR)
Whitney Tilson
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Talen Energy (TLN)
Model N (MODN)
Bill Ackman
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Nvidia (NVDA)
Kinsale Capital (KNSL)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Trade Note
Charlie Munger
Ashtead Group (ASHTY ASHTF)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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Par Technology (PAR)
Alphabet (GOOGL GOOG)
Omni Bridgeway (OBL/AX IMMFF)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Fulgent Genetics (FLGT)
Nvidia (NVDA)
Friday File
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Toast (TOST)
Black Stone Minerals (BSM)
Sky Harbour (SKYH)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Friday File
Trade Note
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Textron (TXT)
Diageo (DEO)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Brown & Brown (BRO)
Teqnion (TEQ/ST)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Friday File
Amazon (AMZN)
Vaulted
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Chapters Group (CHG/DE)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
LVMH (MC/PA LVMUY LVMHF)
Warren Buffett
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Friday File
Trade Note
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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Magnite (MGNI)
Criteo (CRTO)
Technology
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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options
Hershey (HSY)
Brookfield Asset Management (BAM)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Ethereum (ETH)
Qurate (QRTEA QRTEB)
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
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BioArctic (BIOA/B/ST BRCTF)
TuSimple (TSP)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Tencent (0700/HK TXTZF TCEHY)
Markel (MKL)
China
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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McCormick (MKC)
W/R/ Berkley (WRB)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Trade Note
Boston Omaha (BOC)
Diageo (DEO)
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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AON (AON)
Microsoft (MSFT)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Alphabet (GOOGL GOOG)
Atkore (ATKR)
Trade Note
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Hilton (HLT)
Chris Mayer
Danaher (DHR)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Par Technology (PAR)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Tiptree (TIPT)
Brookfield Asset Management (BAM)
Toast (TOST)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Markel (MKL)
Trade Note
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
SBA Communications (SBAC)
American Tower (AMT)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Brookfield Corp (BN)
W/R/ Berkley (WRB)
Chapters Group (CHG/DE)
From
Stock Gumshoe
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