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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Texas Pacific Land (TPL)
Howard Hughes Holdings (HHH)
Markel (MKL)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
Oklo (OKLO)
Nano Nuclear (NNE)
Anthropic
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Oklo (OKLO)
GE Vernova (GEV)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Brown & Brown (BRO)
Domino's Pizza (DPZ)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Hershey (HSY)
Big Picture / Asset Allocation
Vistra (VST)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
NuScale Power (SMR)
BWX Technologies (BWXT)
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Kinsale Capital (KNSL)
Shopify (SHOP)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Berkshire Hathaway (BRK/B)
IonQ (IONQ)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
QXO (QXO)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
QXO (QXO)
Greenlight Capital Re (GLRE)
Stocks
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Ferrari (RACE)
Keysight (KEYS)
GXO Logistics (GXO)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Technology
Brown & Brown (BRO)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Friday File
Pershing Square
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Alphabet (GOOGL GOOG)
Trade Note
D/Wave Quantum (QBTS)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Big Picture / Asset Allocation
Penguin Solutions (PENG) (was SMART Global)
Toast (TOST)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Vistra (VST)
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Falco Resources (FPC/V FPRGF)
Vistra (VST)
Orano
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Dino Polska (DNP/W DNOPY)
Friday File
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
gold
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Burford Capital (BUR)
Brown & Brown (BRO)
Woodside Petroleum (WPL/AX WOPEY)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Netflix (NFLX)
Intuitive Surgical (ISRG)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Alphabet (GOOGL GOOG)
Franco/Nevada (FNV)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Boston Omaha (BOC)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Super Micro Computer (SMCI)
Nvidia (NVDA)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
GoDaddy (GDDY)
Diageo (DEO)
John Fox
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Trade Note
Kopin (KOPN)
Apple (AAPL)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Trade Note
Pershing Square Holdings (PSH/AS PSHZF)
UIPath (PATH)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Thales (HO/PA THLLY THLEF)
Royal Philips (PHG)
Stocks
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Structure Therapeutics (GPCR)
obesity
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Stocks
Hershey (HSY)
Big Picture / Asset Allocation
From
Stock Gumshoe
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