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Latest News about Trade Note
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Markel (MKL)
Trade Note
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Vistra (VST)
Credo Technology (CRDO)
Fulgent Genetics (FLGT)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Trade Note
Black Stone Minerals (BSM)
Freehold Royalties (FRU/TO FRHLF)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Technology
Leonardo (LDO/MI FINMF FINMY)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Chubb (CB)
Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Microsoft (MSFT)
Exor (EXO/AS EXXRF)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Par Technology (PAR)
Teqnion (TEQ/ST)
Trump Media & Technology (DWAC SPAC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
gold
obesity
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
Intuitive Surgical (ISRG)
David Einhorn
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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Integral Ad Science (IAS)
Technology
PubMatic (PUBM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Chapters Group (CHG/DE)
W/R/ Berkley (WRB)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Africa Oil (AOI/TO AOIFF)
Trade Note
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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John Deere (DE)
Encore Wire (WIRE)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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ETFs or Mutual Funds
WESCO (WCC)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Intuitive Surgical (ISRG)
Altius Minerals (ALS/TO ATUSF)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
McCormick (MKC)
Sky Harbour (SKYH)
Arix Bioscience (ARIX/L)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Toast (TOST)
Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
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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WESCO (WCC)
Keysight (KEYS)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Nvidia (NVDA)
Lowe's (LOW)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Par Technology (PAR)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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DocuSign (DOCU)
U/Haul Holdings (UHAL)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Advanced Micro Devices (AMD)
WESCO (WCC)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Hedging
BioArctic (BIOA/B/ST BRCTF)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Commodities / Natural Resources
SBA Communications (SBAC)
American Tower (AMT)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Par Technology (PAR)
Qurate (QRTEA QRTEB)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Enerplus (ERF)
Friday File
EQT (EQT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Exor (EXO/AS EXXRF)
Friday File
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Trade Note
Stocks
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
Trade Note
From
Stock Gumshoe
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