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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Friday File
Teqnion (TEQ/ST)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Cryptocurrencies
Big Picture / Asset Allocation
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
Amazon (AMZN)
Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Friday File
Shopify (SHOP)
Liberty Media
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Ted Wechsler
Comstock Resources (CRK)
Encompass Health (EHC)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
American Tower (AMT)
Arthur J/ Gallagher (AJG)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Copart (CPRT)
Perimeter Solutions (PRM)
iShares TIPS Bond ETF (TIPS)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Friday File
DigitalBridge (DBRG)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Activision Blizzard (ATVI)
Stellantis (STLA)
Friday File
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
LVMH (MC/PA LVMUY LVMHF)
Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Visa (V)
American Tower (AMT)
Allstate (ALL)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Crown Castle (CCI)
Intuitive Surgical (ISRG)
Disney (DIS)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Amazon (AMZN)
Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Gold/Precious Metals & Mining
Franco/Nevada (FNV)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Topicus (TOI/V TOITF)
Brookfield Asset Management (BAM)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Marriott (MAR)
Stocks
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Dream Finders Homes (DFH)
Toast
Friday File
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
Avalara (AVLR)
Brookfield Asset Management (BAM)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Dream Finders Homes (DFH)
Power REIT (PW)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Big Picture / Asset Allocation
Ferrari (RACE)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Kinsale Capital (KNSL)
Vale S/A/ (VALE)
Guardant Health (GH)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Shopify (SHOP)
Friday File
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Activision Blizzard (ATVI)
Big Picture / Asset Allocation
Roku (ROKU)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Amazon (AMZN)
Guest Articles
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
Nvidia (NVDA)
Amazon (AMZN)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Alphabet (GOOGL GOOG)
LendingClub (LC)
Technology
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
Trade Note
Blackstone Group (BX)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Match Group (MTCH)
Avalara (AVLR)
Trade Note
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Alibaba (BABA)
Amazon (AMZN)
Coupang (CPNG)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Intuitive Surgical (ISRG)
EverArc Holdings (EVRA/L EVREF)
Apple (AAPL)
From
Stock Gumshoe
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