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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Chris Bloomstran
Kyndryl (KD)
John Fox
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
W/R/ Berkley (WRB)
YPF (YPF)
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
James Altucher
Dream Finders Homes (DFH)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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ALPS Alerian MLP (AMLP)
Freehold Royalties (FRU/TO FRHLF)
Diageo (DEO)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Income Investing
Roku (ROKU)
Mitchell Rales
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Chubb (CB)
Trade Note
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Microsoft (MSFT)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Trump Media & Technology (DWAC SPAC)
Par Technology (PAR)
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
Tapestry (TPR)
Structure Therapeutics (GPCR)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Intuitive Surgical (ISRG)
Toast (TOST)
Equitrans (ETRN)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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The Trade Desk (TTD)
Integral Ad Science (IAS)
Trade Note
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Trade Note
Chubb (CB)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Berkshire Hathaway (BRK/B)
Stansberry's Investment Advisory
EQT (EQT)
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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Kinsale Capital (KNSL)
Friday File
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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JD/com (JD)
Friday File
Foreign Investments
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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LVMH (MC/PA LVMUY LVMHF)
AGCO (AGCO)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Standard Bio Tools (LAB)
Arix Bioscience (ARIX/L)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Markel (MKL)
Marsh & McLennan (MMC)
Big Picture / Asset Allocation
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
Trade Note
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Universal Music Group (UMG/AS UMGNF)
Alphabet (GOOGL GOOG)
Liberty Braves (BATRA BATRB BATRK)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Par Technology (PAR)
Boston Omaha (BOC)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Brookfield Corp (BN)
DocuSign (DOCU)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Apple (AAPL)
Brookfield Infrastructure Partners (BIP)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
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Alphabet (GOOGL GOOG)
Hedging
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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W/R/ Berkley (WRB)
Friday File
Biotech/Medical
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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W/R/ Berkley (WRB)
Brookfield Corp (BN)
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
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Berry Petroleum (BRY)
Chapters Group (CHG/DE)
Fluence
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
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Trade Note
Friday File
brookfield
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Perimeter Solutions (PRM)
Guest Articles
Trade Note
From
Stock Gumshoe
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