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Latest News about Trade Note
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
WESCO (WCC)
Roku (ROKU)
Bill Ackman
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Celsius Holdings (CELH)
Chubb (CB)
AdvisorShares Ranger Equity Bear ETF (HDGE)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Five Below (FIVE)
Kyndryl (KD)
Charlie Munger
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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Kinsale Capital (KNSL)
Agilysys (AGYS)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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James Altucher
SMART Global Holdings (SGH)
Credo Technology (CRDO)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Acacia Research (ACTG)
Black Stone Minerals (BSM)
Nvidia (NVDA)
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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Markel (MKL)
Mitchell Rales
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Chapters Group (CHG/DE)
Boston Omaha (BOC)
Teqnion (TEQ/ST)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Microsoft (MSFT)
Royal Gold (RGLD)
Model N (MODN)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Chapters Group (CHG/DE)
Par Technology (PAR)
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Hermes (RMS/PA HESAY)
Fluence
Royal Philips (PHG)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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EQT (EQT)
Acacia Research (ACTG)
David Einhorn
From
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More Advertising for the Lock Box
March 14, 2024
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Integral Ad Science (IAS)
PubMatic (PUBM)
DoubleVerify (DV)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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W/R/ Berkley (WRB)
Arch Capital (ACGL)
Travelers (TRV)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Dorchester Minerals (DMLP)
Shopify (SHOP)
Par Technology (PAR)
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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Nvidia (NVDA)
Roku (ROKU)
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Brookfield Corp (BN)
Tesla Motors (TSLA)
WESCO (WCC)
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Enterprise Products Partners (EPD)
Evolution (EVO/ST EVVTY EVGGF)
AGCO (AGCO)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Trade Note
Liberty Sirius (LSXMA)
Arix Bioscience (ARIX/L)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Trade Note
Alphabet (GOOGL GOOG)
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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Brookfield Corp (BN)
Nvidia (NVDA)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Constellation Software (CSU/TO CNSWF)
Danaher (DHR)
Nvidia (NVDA)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Friday File
The Trade Desk (TTD)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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U/Haul Holdings (UHAL)
Sandstorm Gold (SAND SSL/TO)
Trade Note
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Big Picture / Asset Allocation
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
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Brown & Brown (BRO)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Friday File
SBA Communications (SBAC)
Trade Note
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Trade Note
Guest Articles
Qurate Preferreds (QRTEP)
From
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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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Enerplus (ERF)
Tellurian (TELL)
Journey Energy (JOY/TO JRNGF)
From
Stock Gumshoe
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