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Latest News about Trade Note
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Tom Gardner
Porter Stansberry
Omni Bridgeway (OBL/AX IMMFF)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Structure Therapeutics (GPCR)
Technology
SMART Global Holdings (SGH)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Black Stone Minerals (BSM)
Freehold Royalties (FRU/TO FRHLF)
Acacia Research (ACTG)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Trade Note
Friday File
Leonardo (LDO/MI FINMF FINMY)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Series I Savings Bonds
Goosehead Insurance (GSHD)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
Crown Castle (CCI)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Chapters Group (CHG/DE)
Trump Media & Technology (DWAC SPAC)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
obesity
Wheaton Precious Metals (WPM)
Fluence
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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EQT (EQT)
Intuitive Surgical (ISRG)
Toast (TOST)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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$100K Lock Box
DoubleVerify (DV)
Technology
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Chubb (CB)
Alphabet (GOOGL GOOG)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Shopify (SHOP)
cryptocurrencies
ALPS Alerian MLP (AMLP)
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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Friday File
Kinsale Capital (KNSL)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Alibaba (BABA)
Acacia Research (ACTG)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Trade Note
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Acacia Research (ACTG)
Standard Bio Tools (LAB)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Arthur J/ Gallagher (AJG)
Marsh & McLennan (MMC)
Artificial Intelligence (A/I/)
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)
Brookfield Asset Management (BAM)
Berkshire Hathaway (BRK/B)
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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The Trade Desk (TTD)
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Trade Note
Nvidia (NVDA)
Tiptree (TIPT)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Shopify (SHOP)
Huntington Ingalls Industries (HII)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Chubb (CB)
Alphabet (GOOGL GOOG)
Eisai (ESAIY ESALF 4523/T)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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W/R/ Berkley (WRB)
Dino Polska (DNP/W DNOPY)
Friday File
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Sator Group
Qurate (QRTEA QRTEB)
Brookfield Corp (BN)
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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Paramount Resources (POU/TO PRMRF)
Stem (STEM)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Brown & Brown (BRO)
Exor (EXO/AS EXXRF)
Trade Note
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Roku (ROKU)
Gold/Precious Metals & Mining
Deterra Royalties (DRR/AX)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Smith/Midland (SMID)
Par Technology (PAR)
Kinsale Capital (KNSL)
From
Stock Gumshoe
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