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Latest News about Trade Note
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Omni Bridgeway (OBL/AX IMMFF)
Burford Capital (BUR)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Credo Technology (CRDO)
gold
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Boston Omaha (BOC)
Freehold Royalties (FRU/TO FRHLF)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Textron (TXT)
Cloudflare (NET)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Goosehead Insurance (GSHD)
Standard Bio Tools (LAB)
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
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Friday File
Teqnion (TEQ/ST)
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Fluence
Clarivate (CLVT)
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
David Einhorn
Trade Note
Toast (TOST)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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Stocks
$100K Lock Box
Criteo (CRTO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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options
American Financial Group (AFG)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Big Picture / Asset Allocation
Ethereum (ETH)
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
Atkore (ATKR)
TuSimple (TSP)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Brookfield Asset Management (BAM)
Stocks
Alibaba (BABA)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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McCormick (MKC)
Brown & Brown (BRO)
CNH Industrial (CNHI)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
McCormick (MKC)
Arix Bioscience (ARIX/L)
Friday File
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Boston Omaha (BOC)
Artificial Intelligence (A/I/)
Willis Towers Watson (WLTW)
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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Charlie Munger
Friday File
WESCO (WCC)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Coca Cola (KO)
Hilton (HLT)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Friday File
The Trade Desk (TTD)
Par Technology (PAR)
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)
Trade Note
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Shopify (SHOP)
Broadridge Financial Solutions (BR)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
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W/R/ Berkley (WRB)
Teqnion (TEQ/ST)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Prologis (PLD)
Trade Note
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Par Technology (PAR)
Markel (MKL)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Chapters Group (CHG/DE)
Fluence
Enerplus (ERF)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Exor (EXO/AS EXXRF)
brookfield
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
BHP Billiton (BHP)
Foreign Investments
Friday File
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
$100K Lock Box
Lennar (LEN)
Big Picture / Asset Allocation
From
Stock Gumshoe
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