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Latest News about Trade Note
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Friday File: Another Supermax
September 15, 2023
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Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Labrador Iron Ore Royalty (LIF/TO LIFZF)
Altius Minerals (ALS/TO ATUSF)
Mitek Systems (MITK)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Nvidia (NVDA)
The Trade Desk (TTD)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Perimeter Solutions (PRM)
WESCO (WCC)
TransDigm (TDG)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Brown & Brown (BRO)
Par Technology (PAR)
RPC Inc (RES)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Antero Resources (AR)
IonQ (IONQ)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Cisco (CSCO)
Trade Note
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Joe Wiesenthal
Nvidia (NVDA)
Rule Breakers
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Boston Omaha (BOC)
Foreign Investments
Friday File
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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National Instruments (NATI)
Trade Note
Hercules Technology Growth Capital (HTGC)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Technology
Public Storage (PSA)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Michael Burry
Intuitive Surgical (ISRG)
Unity Software (U)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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ICL Group (ICL)
Clearfield (CLFD)
Agriculture
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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DigitalBridge Preferreds
Income Investing
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Howard Marks
Brookfield Asset Management (BAM)
Income Investing
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Toast (TOST)
Amerco (UHAL)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Ferrari (RACE)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Chuck Akre
Unity Software (U)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Meta Platforms (META)
D/ R/ Horton (DHI)
Deterra Royalties (DRR/AX)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Technology
Alphabet (GOOGL GOOG)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Sandstorm Gold (SAND SSL/TO)
Netflix (NFLX)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Jeremy Grantham
Square (SQ)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Trade Note
Illumina (ILMN)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Series I Savings Bonds
Friday File
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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iShares 7/10 Year Treasury Bond ETF (IEF)
Pershing Square Holdings (PSH/AS PSHZF)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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PubMatic (PUBM)
Power REIT (PW)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Trade Note
inTEST (INTT)
$100K Lock Box
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Switch (SWCH)
Yellowstone Acquisition Corp/ (YSACU)
Short Selling
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Nutrien (NTR)
Big Picture / Asset Allocation
Cloudbreak Discovery (CDL/L)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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WESCO (WCC)
Keysight (KEYS)
Markel (MKL)
From
Stock Gumshoe
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