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Latest News about Trade Note
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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Viper Energy (VNOM)
Big Picture / Asset Allocation
Toast (TOST)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Viper Energy (VNOM)
Big Picture / Asset Allocation
OpenAI
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
NuScale Power (SMR)
Take Two Interactive (TTWO)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Viper Energy Partners (VNOM)
Vistra (VST)
Sitio Royalties (STR)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vistra (VST)
Royal Gold (RGLD)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Kochav Defense Acquisition Corp (KCHVU)
Trade Note
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Domino's Pizza (DPZ)
Brown & Brown (BRO)
Aspen Insurance (AHL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Big Picture / Asset Allocation
Triple Flag Precious Metals (TFPM/TO)
QXO (QXO)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
SPDR Gold Shares (GLD)
Gold/Precious Metals & Mining
Hertz (HTZ)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Keysight (KEYS)
Broadridge Financial Solutions (BR)
Stocks
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Keysight (KEYS)
SSR Mining (SSRM)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
KKR & Co/ (KKR)
Ray Dalio
Vistra (VST)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Goosehead Insurance (GSHD)
Waste Magement (WM)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Domino's Pizza (DPZ)
Dakota Gold (DC)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Texas Pacific Land Trust (TPL)
Brookfield Corp (BN)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Big Picture / Asset Allocation
NuScale Power (SMR)
Friday File
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Markel (MKL)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Big Picture / Asset Allocation
Dream Finders Homes (DFH)
Toast (TOST)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Exor (EXO/AS EXXRF)
Hershey (HSY)
Seth Klarman
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Oxford Nanopore (ONT/L ONTTF)
Brookfield Wealth Solutions (BNT)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Teqnion (TEQ/ST)
Shopify (SHOP)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
altius
Kinsale Capital (KNSL)
Homestake
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Market Vectors Junior Gold Miners ETF (GDXJ)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
International General Insurance Holdings (IGIC)
Arch Capital (ACGL)
Trade Note
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
Tags
BWX Technologies (BWXT)
Domino's Pizza (DPZ)
Brookfield Reinsurance (BNRE)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Diageo (DEO)
Nvidia (NVDA)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
gold
Seabridge Gold (SA SEA/TO)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Shopify (SHOP)
Power Law Investing Podcast
The Trade Desk (TTD)
From
Stock Gumshoe
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