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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Teqnion (TEQ/ST)
Symbotic (SYM)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Stocks
Berkshire Hathaway (BRK/B)
Greg Abel
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
Meta Platforms (META)
Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Intuitive Surgical (ISRG)
Berkshire Hathaway (BRK/B)
Michael Burry
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Intel (INTC)
Daniel Loeb
Lithia Motors (LAD)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Dream Finders Homes (DFH)
Income Investing
EQT (EQT)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Tesla Motors (TSLA)
Income Investing
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Cathie Wood
Perimeter Solutions (PRM)
Netflix (NFLX)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Nvidia (NVDA)
Advanced Micro Devices (AMD)
Chewy (CHWY)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Goosehead Insurance (GSHD)
Berkshire Hathaway (BRK/B)
Zymergen (ZY)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
GameChangers
Hansen Medical (HNSN)
Oxford Club
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Rio Tinto (RIO)
Dream Finders Homes (DFH)
Ian Dyer
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Verisign (VRSN)
HP Inc/ (HPQ)
Bank of America (BAC)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Cambria Tail Risk ETF (TAIL)
AFC Gamma (AFCG)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Constellation Software (CSU/TO CNSWF)
Brookfield Asset Management (BAM)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
10X Investor
Sandstorm Gold (SAND SSL/TO)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Berkshire Hathaway (BRK/B)
Wal/Mart (WMT)
Cloudflare (NET)
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
WESCO (WCC)
Constellation Software (CSU/TO CNSWF)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Amazon (AMZN)
Big Picture / Asset Allocation
iShares 20+ Year Treasury Bond ETF (TLT)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Markel (MKL)
Pershing Square Holdings (PSH/AS PSHZF)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Trade Note
Nova Royalty Corp/ (NOVR/V NOVRF)
Nickel 28 Capital (NKL/V)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Spotify (SPOT)
Markel (MKL)
Snap (SNAP)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Anglo Pacific Group (APF/L APY/TO AGPIF)
Franco/Nevada (FNV)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
The Trade Desk (TTD)
Benchmark Data & Infrastructure Real Estate ETF (SRVR)
Friday File
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
LendingClub (LC)
Technology
Friday File
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Blackstone Group (BX)
AerSale (ASLE)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Trade Note
Camping World (CWH)
Match Group (MTCH)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Coupang (CPNG)
Amazon (AMZN)
Alibaba (BABA)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Apple (AAPL)
EverArc Holdings (EVRA/L EVREF)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
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