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Friday File: Social Inflation Winner?
June 14, 2024
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Alphabet (GOOGL GOOG)
Omni Bridgeway (OBL/AX IMMFF)
YPF (YPF)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
James Altucher
D/ R/ Horton (DHI)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Diageo (DEO)
ALPS Alerian MLP (AMLP)
Acacia Research (ACTG)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Trade Note
Friday File
Boston Omaha (BOC)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Cloudflare (NET)
Friday File
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Friday File
Teqnion (TEQ/ST)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Income Investing
Model N (MODN)
Power REIT (PW)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Friday File
Par Technology (PAR)
Teqnion (TEQ/ST)
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Exor (EXO/AS EXXRF)
Acacia Research (ACTG)
Market Vectors Junior Gold Miners ETF (GDXJ)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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ALPS Alerian MLP (AMLP)
Acacia Research (ACTG)
Friday File
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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Stocks
PubMatic (PUBM)
Integral Ad Science (IAS)
From
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Friday File: Sweet Times
March 08, 2024
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Diageo (DEO)
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Cloudflare (NET)
Par Technology (PAR)
Stansberry's Investment Advisory
From
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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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WESCO (WCC)
Encore Wire (WIRE)
TuSimple (TSP)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Cloudflare (NET)
Par Technology (PAR)
Friday File
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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LVMH (MC/PA LVMUY LVMHF)
W/R/ Berkley (WRB)
John Deere (DE)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Taiwan Semiconductor (TSM)
Boston Omaha (BOC)
Liberty Sirius (LSXMA)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Alphabet (GOOGL GOOG)
Artificial Intelligence (A/I/)
AON (AON)
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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Keysight (KEYS)
WESCO (WCC)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Alphabet (GOOGL GOOG)
Chris Mayer
Software Circle (SFT/L)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Boston Omaha (BOC)
Trade Note
The Trade Desk (TTD)
From
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Dream Finders Homes (DFH)
Tiptree (TIPT)
Friday File
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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WESCO (WCC)
Dino Polska (DNP/W DNOPY)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
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Amazon (AMZN)
Friday File
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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American Tower (AMT)
Sandstorm Gold (SAND SSL/TO)
Altius Minerals (ALS/TO ATUSF)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Markel (MKL)
Chubb (CB)
Guest Articles
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Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Disney (DIS)
Tellurian (TELL)
EQT (EQT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Apple (AAPL)
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Ferrari (RACE)
Perimeter Solutions (PRM)
Mitek Systems (MITK)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Friday File
Par Technology (PAR)
Dream Finders Homes (DFH)
From
Stock Gumshoe
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