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Friday File: Another Supermax
September 15, 2023
Tags
Brookfield Corp (BN)
Apple (AAPL)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Exor (EXO/AS EXXRF)
Ferrari (RACE)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Big Picture / Asset Allocation
Friday File
Lennar (LEN)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Teqnion (TEQ/ST)
Perimeter Solutions (PRM)
TransDigm (TDG)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Marc Lichtenfeld
Atkore (ATKR)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Friday File
Antero Resources (AR)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Teqnion (TEQ/ST)
Mastercard (MA)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
Tags
Motley Fool 100 ETF (TMFC)
Toast (TOST)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Foreign Investments
Trade Note
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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American Tower (AMT)
Teqnion (TEQ/ST)
Dividend Hunter
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Boston Omaha (BOC)
Microsoft (MSFT)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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The Trade Desk (TTD)
Unity Software (U)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trulieve (TRUL/CX TCNNF)
WESCO (WCC)
Income Investing
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Brookfield Property Preferred
Trade Note
Amerco (UHAL)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
Tags
Fluence
Roku (ROKU)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Par Technology (PAR)
Huntington Ingalls Industries (HII)
Inflation
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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CNH Industrial (CNHI)
Advanced Micro Devices (AMD)
Chewy (CHWY)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Trade Note
Unity Software (U)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Netflix (NFLX)
Altius Minerals (ALS/TO ATUSF)
Biotech/Medical
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Dream Finders Homes (DFH)
Disney (DIS)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Berkshire Hathaway (BRK/B)
Innovative Industrial Properties (IIPR)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Visa (V)
Shopify (SHOP)
Square (SQ)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Topicus (TOI/V TOITF)
Innovative Industrial Properties (IIPR)
Guardant Health (GH)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Deterra Royalties (DRR/AX)
Coinbase (COIN)
Voyager Digital (VYGR/TO VYGVF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Millennium Investment & Acquisition (MILC)
Inflation
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
Fairfax Financial Holdings (FFH/TO FRFHF)
GAN ltd (GAN)
Switch (SWCH)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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inTEST (INTT)
Penny Stocks
ABB (ABB)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Short Selling
NVR (NVR)
Yellowstone Acquisition Corp/ (YSACU)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Vale S/A/ (VALE)
Guardant Health (GH)
BHP Billiton (BHP)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Keysight (KEYS)
W/W/ Grainger (GWW)
Royal Gold (RGLD)
From
Stock Gumshoe
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