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Latest News about Trade Note
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Porter Stansberry
Celsius Holdings (CELH)
Whitney Tilson
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Constellation Energy (CEG)
Amazon (AMZN)
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Trade Note
Direxion Daily S&P 500 Bear 3X ETF (SPXS)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Ashtead Group (ASHTY ASHTF)
Acacia Research (ACTG)
Jim Tringas
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Argentina
Apple (AAPL)
Tom Gardner
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Dream Finders Homes (DFH)
Boston Omaha (BOC)
options
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Toast (TOST)
Black Stone Minerals (BSM)
Sky Harbour (SKYH)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Veralto (VLT)
Markel (MKL)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Crown Castle (CCI)
Royal Gold (RGLD)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trump Media & Technology (DWAC SPAC)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Clarivate (CLVT)
Structure Therapeutics (GPCR)
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Friday File
Par Technology (PAR)
Toast (TOST)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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DoubleVerify (DV)
Technology
Trade Note
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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American Financial Group (AFG)
Stocks
Chubb (CB)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Big Picture / Asset Allocation
EQT (EQT)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Toast (TOST)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Pershing Square
Par Technology (PAR)
Foreign Investments
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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McCormick (MKC)
Trade Note
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Acacia Research (ACTG)
Liberty Sirius (LSXMA)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Insurance
Artificial Intelligence (A/I/)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Berkshire Hathaway (BRK/B)
WESCO (WCC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Danaher (DHR)
Trade Note
Friday File
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
Par Technology (PAR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
DocuSign (DOCU)
Tiptree (TIPT)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Advanced Micro Devices (AMD)
Qurate Preferreds (QRTEP)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Amazon (AMZN)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Commodities / Natural Resources
Chubb (CB)
Prologis (PLD)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Brookfield Corp (BN)
Toast (TOST)
Guest Articles
From
Stock Gumshoe
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