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Latest News about Trade Note
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Toast (TOST)
Celsius Holdings (CELH)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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American Tower (AMT)
Bill Ackman
Model N (MODN)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Atkore (ATKR)
Chubb (CB)
Trade Note
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Dollar General (DG)
Touk Sinantha
Charlie Munger
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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W/R/ Berkley (WRB)
YPF (YPF)
Friday File
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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Vistra (VST)
NVR (NVR)
D/ R/ Horton (DHI)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Pershing Square Holdings (PSH/AS PSHZF)
Friday File
UIPath (PATH)
From
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Trade Note
Friday File
Boston Omaha (BOC)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Nvidia (NVDA)
American Financial Group (AFG)
Friday File
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Meta Platforms (META)
Series I Savings Bonds
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Vaulted
Friday File
Amazon (AMZN)
From
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Ecora Resources (ECOR/L ECOR/TO ECRAF)
Chapters Group (CHG/DE)
Friday File
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Triple Flag Precious Metals (TFPM/TO)
Clarivate (CLVT)
Acacia Research (ACTG)
From
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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EQT (EQT)
Acacia Research (ACTG)
ALPS Alerian MLP (AMLP)
From
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More Advertising for the Lock Box
March 14, 2024
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Stocks
$100K Lock Box
Technology
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Alphabet (GOOGL GOOG)
Stocks
Big Picture / Asset Allocation
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Berkshire Hathaway (BRK/B)
EQT (EQT)
Stansberry's Investment Advisory
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
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John Deere (DE)
The Trade Desk (TTD)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Tencent (0700/HK TXTZF TCEHY)
Markel (MKL)
China
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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CNH Industrial (CNHI)
Enbridge (ENB)
Exor (EXO/AS EXXRF)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Boston Omaha (BOC)
Trade Note
Diageo (DEO)
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Artificial Intelligence (A/I/)
Sandstorm Gold (SAND SSL/TO)
Marsh & McLennan (MMC)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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WESCO (WCC)
Brookfield Asset Management (BAM)
Cisco (CSCO)
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Berkshire Hathaway (BRK/B)
Constellation Software (CSU/TO CNSWF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Friday File
The Trade Desk (TTD)
From
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Sandstorm Gold (SAND SSL/TO)
U/Haul Holdings (UHAL)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Huntington Ingalls Industries (HII)
Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Hedging
Alphabet (GOOGL GOOG)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
SBA Communications (SBAC)
Trade Note
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Qurate Preferreds (QRTEP)
Guest Articles
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
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