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Friday File: Another Supermax
September 15, 2023
Tags
Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Stellantis (STLA)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Coherent (COHR)
Par Technology (PAR)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Shopify (SHOP)
Trade Note
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
$100K Lock Box
Encore Wire (WIRE)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Nvidia (NVDA)
Enerplus (ERF)
Friday File
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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WESCO (WCC)
Goosehead Insurance (GSHD)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Motley Fool Next ETF (TMFX)
Diageo (DEO)
Rule Breakers
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Boston Omaha (BOC)
Brookfield Asset Management (BAM)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Dino Polska (DNP/W DNOPY)
Dream Finders Homes (DFH)
Edwin Dorsey
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Public Storage (PSA)
Friday File
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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American Tower (AMT)
Unity Software (U)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Matson (MATX)
Columbia Care (CCHWF)
Income Investing
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Trade Note
DigitalBridge Preferreds
Disney (DIS)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Asset Management (BAM)
Icahn Enterprises (IEP)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Huntington Ingalls Industries (HII)
Inflation
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
BYD (1211/HK BYDDF BYDDY)
Blackstone Group (BX)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Grail Technologies
Perimeter Solutions (PRM)
Switch (SWCH)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Crown Castle (CCI)
Roku (ROKU)
D/ R/ Horton (DHI)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Netflix (NFLX)
Friday File
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Innovative Industrial Properties (IIPR)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Toast (TOST)
Square (SQ)
DocuSign (DOCU)
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
Big Picture / Asset Allocation
Smith/Midland (SMID)
Trade Note
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Series I Savings Bonds
Labrador Iron Ore Royalty (LIF/TO LIFZF)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Trade Note
AFC Gamma (AFCG)
GAN ltd (GAN)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
Trade Note
GAN ltd (GAN)
Stocks
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Friday File
Penny Stocks
ABB (ABB)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Universal Display (OLED)
Power REIT (PW)
Hipgnosis Songs Fund (SONG/L HPGSF)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Trisura (TSU/TO TRRSF)
Pershing Square Holdings (PSH/AS PSHZF)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
WESCO (WCC)
Sea Ltd (SE)
Fastly (FSLY)
From
Stock Gumshoe
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