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Latest News about Trade Note
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Nvidia (NVDA)
Berkshire Hathaway (BRK/B)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Bob Robotti
Brown & Brown (BRO)
Chris Bloomstran
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Argentina
W/R/ Berkley (WRB)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Dream Finders Homes (DFH)
Boston Omaha (BOC)
options
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Pernod Ricard (RI/PA PRNDY PDRDF)
Diageo (DEO)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Lockheed Martin (LMT)
Danaher (DHR)
Income Investing
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Brown & Brown (BRO)
Friday File
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
gold
Exor (EXO/AS EXXRF)
Friday File
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trump Media & Technology (DWAC SPAC)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Friday File
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Nvidia (NVDA)
Novo Nordisk (NVO)
obesity
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Toast (TOST)
Par Technology (PAR)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
PubMatic (PUBM)
Integral Ad Science (IAS)
Stocks
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Diageo (DEO)
Pernod Ricard (RI/PA PRNDY PDRDF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Par Technology (PAR)
Qurate Preferreds (QRTEP)
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
WESCO (WCC)
SoundHound AI (SOUN)
TuSimple (TSP)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Corp (BN)
Pershing Square USA (PSUS)
Friday File
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Kinder Morgan (KMI)
Intuitive Surgical (ISRG)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Nvidia (NVDA)
Standard Bio Tools (LAB)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Markel (MKL)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Brookfield Asset Management (BAM)
Keysight (KEYS)
Trade Note
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Danaher (DHR)
Trade Note
Friday File
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
Par Technology (PAR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Trade Note
Dream Finders Homes (DFH)
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Roku (ROKU)
Shopify (SHOP)
Markel (MKL)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Amazon (AMZN)
Brown & Brown (BRO)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Markel (MKL)
Commodities / Natural Resources
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Qurate (QRTEA QRTEB)
Toast (TOST)
Brookfield Corp (BN)
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
American Tower (AMT)
Journey Energy (JOY/TO JRNGF)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Brown & Brown (BRO)
Trade Note
brookfield
From
Stock Gumshoe
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