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Latest News about Trade Note
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Celsius Holdings (CELH)
Universal Display (OLED)
WESCO (WCC)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Chapters Group (CHG/DE)
Vicarious Surgical (RBOT)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Diageo (DEO)
Towne Bank (TOWN)
Miles Lewis
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Agilysys (AGYS)
Kinsale Capital (KNSL)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Paradigm Mastermind Group
Kopin (KOPN)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Toast (TOST)
ALPS Alerian MLP (AMLP)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Thales (HO/PA THLLY THLEF)
Friday File
Arcadea
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Goosehead Insurance (GSHD)
Meta Platforms (META)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
options
Income Investing
gold
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trade Note
Par Technology (PAR)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Fluence
Hermes (RMS/PA HESAY)
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
David Einhorn
Acacia Research (ACTG)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
DoubleVerify (DV)
$100K Lock Box
Integral Ad Science (IAS)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Asset Management (BAM)
Hershey (HSY)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Toast (TOST)
Textron (TXT)
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
Tags
Kinsale Capital (KNSL)
BioArctic (BIOA/B/ST BRCTF)
Toast (TOST)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Corp (BN)
Tesla Motors (TSLA)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Exor (EXO/AS EXXRF)
John Deere (DE)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
McCormick (MKC)
Nvidia (NVDA)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Insurance
Sky Harbour (SKYH)
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
Tags
Berkshire Hathaway (BRK/B)
Brookfield Asset Management (BAM)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Berkshire Hathaway (BRK/B)
Chris Mayer
Coca Cola (KO)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Par Technology (PAR)
Trade Note
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Toast (TOST)
Berkshire Hathaway (BRK/B)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Kinsale Capital (KNSL)
Brookfield Corp (BN)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Hedging
Kinsale Capital (KNSL)
Eisai (ESAIY ESALF 4523/T)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Dino Polska (DNP/W DNOPY)
Intuitive Surgical (ISRG)
Prologis (PLD)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Qurate (QRTEA QRTEB)
Brookfield Corp (BN)
Toast (TOST)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Foreign Investments
Friday File
Trade Note
From
Stock Gumshoe
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