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Latest News about Trade Note
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Friday File: Social Inflation Winner?
June 14, 2024
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Kinsale Capital (KNSL)
W/R/ Berkley (WRB)
Par Technology (PAR)
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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Friday File
Keysight (KEYS)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Lockheed Martin (LMT)
American Financial Group (AFG)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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BioArctic (BIOA/B/ST BRCTF)
Brown & Brown (BRO)
Trade Note
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Vaulted
Power REIT (PW)
Trade Note
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Trump Media & Technology (DWAC SPAC)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
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
Tags
Big Picture / Asset Allocation
Eli Lilly (LLY)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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ALPS Alerian MLP (AMLP)
Acacia Research (ACTG)
Trade Note
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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DoubleVerify (DV)
$100K Lock Box
Technology
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Alphabet (GOOGL GOOG)
Chubb (CB)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Ethereum (ETH)
Textron (TXT)
Dorchester Minerals (DMLP)
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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Atkore (ATKR)
ARM Holdings (ARM)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Acacia Research (ACTG)
Alibaba (BABA)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Enterprise Products Partners (EPD)
LVMH (MC/PA LVMUY LVMHF)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Nvidia (NVDA)
Diageo (DEO)
Trade Note
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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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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Occidental Petroleum (OXY)
Charlie Munger
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Alphabet (GOOGL GOOG)
Liberty Braves (BATRA BATRB BATRK)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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The Trade Desk (TTD)
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Brookfield Asset Management (BAM)
Berkshire Hathaway (BRK/B)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Dino Polska (DNP/W DNOPY)
Friday File
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Trade Note
BioArctic (BIOA/B/ST BRCTF)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Dino Polska (DNP/W DNOPY)
Friday File
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Chubb (CB)
Toast (TOST)
Chapters Group (CHG/DE)
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
Friday File
brookfield
Trade Note
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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CNH Industrial (CNHI)
Siemens Healthineers (SHL/DE SMMNY SEMHF)
Guest Articles
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
The Trade Desk (TTD)
U/Haul Holdings (UHAL)
Dream Finders Homes (DFH)
From
Stock Gumshoe
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