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Latest News about Trade Note
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Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Exor (EXO/AS EXXRF)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Stellantis (STLA)
Rio Tinto (RIO)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Boston Omaha (BOC)
Coherent (COHR)
$100K Lock Box
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Markel (MKL)
Symbotic (SYM)
Friday File
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Encore Wire (WIRE)
Kinsale Capital (KNSL)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Novonix (NVX/AX NVNXF)
Syrah Resources (SYR/AX SYAAF)
Antero Resources (AR)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Teqnion (TEQ/ST)
Coca Cola (KO)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
Tags
Markel (MKL)
Daniel Loeb
Louis Navellier
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
The Trade Desk (TTD)
DigitalBridge (DBRG)
Stocks
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Dino Polska (DNP/W DNOPY)
Crown Castle (CCI)
Friday File
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Friday File
Huntington Ingalls Industries (HII)
Stocks
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Brown & Brown (BRO)
TransEnterix (TRXC)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Ascend Wellness (AAWH)
Technology
Marathon Oil (MRO)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Big Picture / Asset Allocation
Energy Transfer Partners (ETP)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
Tags
Income Investing
Friday File
KKR & Co/ (KKR)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Friday File
NewLake Capital Partners (NLCP)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Microsoft (MSFT)
Copart (CPRT)
General Motors (GM)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Toast (TOST)
Unity Software (U)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Roku (ROKU)
Intuitive Surgical (ISRG)
The Big Secret on Wall Street (This Week)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Dream Finders Homes (DFH)
Technology
Commodities / Natural Resources
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Roku (ROKU)
Franco/Nevada (FNV)
Cambria Tail Risk ETF (TAIL)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
DocuSign (DOCU)
Visa (V)
Jeremy Grantham
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
Friday File
Markel (MKL)
Illumina (ILMN)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Series I Savings Bonds
Voyager Digital (VYGR/TO VYGVF)
Coinbase (COIN)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Ginkgo BIoworks (DNA)
AFC Gamma (AFCG)
Series I Savings Bonds
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
Stocks
Sandstorm Gold (SAND SSL/TO)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Trade Note
ABB (ABB)
inTEST (INTT)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Berkshire Hathaway (BRK/B)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Avantis International Small Cap Value (AVDV)
Zoom Video Communications (ZM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Royal Gold (RGLD)
MSC Industrial Direct (MSM)
Nvidia (NVDA)
From
Stock Gumshoe
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