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Friday File: Another Supermax
September 15, 2023
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Berkshire Hathaway (BRK/B)
Brown & Brown (BRO)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Perimeter Solutions (PRM)
Deterra Royalties (DRR/AX)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Boston Omaha (BOC)
NVR (NVR)
Lennar (LEN)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Friday File
Shopify (SHOP)
Trade Note
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Roku (ROKU)
$100K Lock Box
EQT (EQT)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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C3/ai (AI)
Enerplus (ERF)
Brookfield Reinsurance (BNRE)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Sandstorm Gold (SAND SSL/TO)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Nvidia (NVDA)
BWX Technologies (BWXT)
Motley Fool Stock Advisor
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Income Investing
Royal Gold (RGLD)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Teqnion (TEQ/ST)
iShares MSCI Poland ETF (EPOL)
National Instruments (NATI)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Microsoft (MSFT)
Life Storage (LSI)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Amazon (AMZN)
American Tower (AMT)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Cresco Labs (CL/CX CRLBF)
CF Industries (CF)
Columbia Care (CCHWF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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DigitalBridge Preferreds
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Brookfield Property Preferred
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Asset Management (BAM)
Blackstone Group (BX)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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The Trade Desk (TTD)
NewLake Capital Partners (NLCP)
Inflation
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Sandstorm Gold (SAND SSL/TO)
Hipgnosis Songs Fund (SONG/L HPGSF)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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American Tower (AMT)
Illumina (ILMN)
Switch (SWCH)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Roku (ROKU)
Biotech/Medical
EQT (EQT)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
Altius Minerals (ALS/TO ATUSF)
Kings Garden
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Comcast (CMCSA)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Toast (TOST)
Medical Properties Trust (MPW)
Lightspeed POS (LSPD)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Topicus (TOI/V TOITF)
Brookfield Asset Management (BAM)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Shopify (SHOP)
Coinbase (COIN)
Cryptocurrencies
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Amazon (AMZN)
Power REIT (PW)
Trade Note
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Royal Gold (RGLD)
Fairfax Financial Holdings (FFH/TO FRFHF)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Keysight (KEYS)
inTEST (INTT)
ABB (ABB)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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D/ R/ Horton (DHI)
Toast
Short Selling
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Africa Oil (AOI/TO AOIFF)
Pershing Square Holdings (PSH/AS PSHZF)
Nova Royalty Corp/ (NOVR/V NOVRF)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Fastly (FSLY)
Keysight (KEYS)
Annual Review
From
Stock Gumshoe
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