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Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Teqnion (TEQ/ST)
WESCO (WCC)
TransDigm (TDG)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Par Technology (PAR)
Encore Wire (WIRE)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Berry Petroleum (BRY)
Friday File
Brookfield Reinsurance (BNRE)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Sandstorm Gold (SAND SSL/TO)
Apple (AAPL)
Visa (V)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Motley Fool 100 ETF (TMFC)
Daniel Loeb
Traeger (COOK)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Royal Gold (RGLD)
The Trade Desk (TTD)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Friday File
Dino Polska (DNP/W DNOPY)
Foreign Investments
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Brookfield Corp (BN)
Nvidia (NVDA)
Technology
From
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Friday File: More High Yield Speculation
January 27, 2023
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Amazon (AMZN)
Friday File
American Tower (AMT)
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Huntington Ingalls Industries (HII)
Enphase Energy (ENPH)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Amerco (UHAL)
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Friday File
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Fluence
Howard Marks
Income Investing
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Inflation
Trade Note
AFC Gamma (AFCG)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Hipgnosis Songs Fund (SONG/L HPGSF)
Sandstorm Gold (SAND SSL/TO)
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Chuck Akre
The Trade Desk (TTD)
Nvidia (NVDA)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Deterra Royalties (DRR/AX)
Enrique Abeyta
The Big Secret on Wall Street (This Week)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Dream Finders Homes (DFH)
Meta Platforms (META)
Green Thumb Industries (GTII/CX GTBIF)
From
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Friday File: Hiding Places?
June 17, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
Amazon (AMZN)
Friday File
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Medical Properties Trust (MPW)
Toast (TOST)
Jeremy Grantham
From
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
WESCO (WCC)
Sandstorm Gold (SAND SSL/TO)
Avalara (AVLR)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Voyager Digital (VYGR/TO VYGVF)
Shopify (SHOP)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Dream Finders Homes (DFH)
Amazon (AMZN)
Ginkgo BIoworks (DNA)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Fairfax Financial Holdings (FFH/TO FRFHF)
Alleghany (Y)
Switch (SWCH)
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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inTEST (INTT)
$100K Lock Box
Keysight (KEYS)
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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PulteGroup (PHM)
Power REIT (PW)
Toast
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Cloudbreak Discovery (CDL/L)
Norilsk Nickel (NILSY)
ETFs or Mutual Funds
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Franco/Nevada (FNV)
Shopify (SHOP)
Upstart Holdings (UPST)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Blackstone Group (BX)
Construction Partners (ROAD)
Cathie Wood
From
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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EMX Royalty (EMX EMX/V)
Universal Music Group (UMG/AS UMGNF)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Winnebago (WGO)
Peloton
Franco/Nevada (FNV)
From
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