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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Topicus (TOI/V TOITF)
Nvidia (NVDA)
Friday File
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Exor (EXO/MI EXXRF)
Bitcoin (BTC)
Cryptocurrencies
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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The Trade Desk (TTD)
Markel (MKL)
Apple (AAPL)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Friday File
Berkshire Hathaway (BRK/B)
TransEnterix (TRXC)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Ovintiv (OVV)
Canadian Pacific (CP)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Amerco (UHAL)
Apple (AAPL)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
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Roku (ROKU)
Dan Ferris
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Roku (ROKU)
Johnson Controls (JCI)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Ferrari (RACE)
LVMH (MC/PA LVMUY LVMHF)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Mosquito Consolidated Gold Mines
Centerline Holding Company
VMWare (VMW)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Deterra Royalties (DRR/AX)
Biotech/Medical
Porter & Co/
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Bank of America (BAC)
Alphabet (GOOGL GOOG)
Akamai (AKAM)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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The Trade Desk (TTD)
Big Picture / Asset Allocation
Comcast (CMCSA)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Alphabet (GOOGL GOOG)
Goosehead Insurance (GSHD)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Revance Therapeutics (RVNC)
Sandstorm Gold (SAND SSL/TO)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Target (TGT)
Cloudflare (NET)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Big Picture / Asset Allocation
Trade Note
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Series I Savings Bonds
Dream Finders Homes (DFH)
iShares 20+ Year Treasury Bond ETF (TLT)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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Brookfield Asset Management (BAM)
Pershing Square Holdings (PSH/AS PSHZF)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Cloudbreak Discovery (CDL/L)
Nova Royalty Corp/ (NOVR/V NOVRF)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Stocks
Big Picture / Asset Allocation
Pinterest
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Amazon (AMZN)
Match Group (MTCH)
Microsoft (MSFT)
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
Intuitive Surgical (ISRG)
Benchmark Data & Infrastructure Real Estate ETF (SRVR)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Cloudflare (NET)
Roku (ROKU)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Blackstone Group (BX)
Stitch Fix (SFIX)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Activision Blizzard (ATVI)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Alibaba (BABA)
Sea Ltd (SE)
Coupang (CPNG)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Alphabet (GOOGL GOOG)
Enrique Abeyta
Intuitive Surgical (ISRG)
From
Stock Gumshoe
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