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Latest News about Trade Note
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Friday File: Earnings Hits and Misses
August 04, 2023
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Perimeter Solutions (PRM)
Symbotic (SYM)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
$100K Lock Box
Roku (ROKU)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Office Properties Income Trust (OPI)
Enerplus (ERF)
C3/ai (AI)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Berkshire Hathaway (BRK/B)
Coca Cola (KO)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Joe Wiesenthal
Toast (TOST)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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The Trade Desk (TTD)
Royal Gold (RGLD)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Trade Note
Big Picture / Asset Allocation
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Technology
Public Storage (PSA)
Life Storage (LSI)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Unity Software (U)
Johnson and Johnson (JNJ)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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ICL Group (ICL)
WESCO (WCC)
Trade Note
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Disney (DIS)
Brookfield Corp (BN)
Innovative Industrial Properties (IIPR)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Income Investing
Icahn Enterprises (IEP)
Howard Marks
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Huntington Ingalls Industries (HII)
Toast (TOST)
AFC Gamma (AFCG)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Amazon (AMZN)
Avalara (AVLR)
Ford (F)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Toast (TOST)
Illumina (ILMN)
Chuck Akre
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Disney (DIS)
Vale S/A/ (VALE)
Roku (ROKU)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Alphabet (GOOGL GOOG)
Altius Minerals (ALS/TO ATUSF)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Ginkgo BIoworks (DNA)
Cambria Tail Risk ETF (TAIL)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Lightspeed POS (LSPD)
Toast (TOST)
Medical Properties Trust (MPW)
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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Illumina (ILMN)
Smith/Midland (SMID)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Voyager Digital (VYGR/TO VYGVF)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
Cryptocurrencies
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Big Picture / Asset Allocation
Trade Note
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Alleghany (Y)
Sea Ltd (SE)
Goosehead Insurance (GSHD)
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Trade Note
Technology
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Toast
Trade Note
Boston Omaha (BOMN)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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BHP Billiton (BHP)
Altius Minerals (ALS/TO ATUSF)
Nutrien (NTR)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Franco/Nevada (FNV)
Fastly (FSLY)
Annual Review
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Blackstone Group (BX)
KKR & Co/ (KKR)
Cathie Wood
From
Stock Gumshoe
Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Netflix (NFLX)
Gold/Precious Metals & Mining
Nova Royalty Corp/ (NOVR/V NOVRF)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Zynga (ZNGA)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Electronic Arts (EA)
From
Stock Gumshoe
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