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Latest News about Trade Note
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Agilysys (AGYS)
Microsoft (MSFT)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Boston Omaha (BOC)
BWX Technologies (BWXT)
nuclear power
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Acacia Research (ACTG)
ALPS Alerian MLP (AMLP)
Boston Omaha (BOC)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Roku (ROKU)
American Financial Group (AFG)
Mitchell Rales
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Chubb (CB)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Crown Castle (CCI)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Chapters Group (CHG/DE)
Trade Note
Ecora Resources (ECOR/L ECOR/TO ECRAF)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Hermes (RMS/PA HESAY)
Exor (EXO/AS EXXRF)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Intuitive Surgical (ISRG)
Par Technology (PAR)
Toast (TOST)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Magnite (MGNI)
$100K Lock Box
Criteo (CRTO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Travelers (TRV)
Nvidia (NVDA)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Trade Note
Black Stone Minerals (BSM)
Dorchester Minerals (DMLP)
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
WESCO (WCC)
Trade Note
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Markel (MKL)
Stocks
Trade Note
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Markel (MKL)
Trade Note
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Acacia Research (ACTG)
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Arthur J/ Gallagher (AJG)
Brown & Brown (BRO)
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Keysight (KEYS)
Occidental Petroleum (OXY)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Constellation Software (CSU/TO CNSWF)
Teqnion (TEQ/ST)
Software Circle (SFT/L)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
The Trade Desk (TTD)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
Toast (TOST)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Qurate (QRTEA QRTEB)
Brookfield Infrastructure Partners (BIP)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
American Tower (AMT)
Pershing Square Holdings (PSH/AS PSHZF)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Altius Minerals (ALS/TO ATUSF)
Dino Polska (DNP/W DNOPY)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
W/R/ Berkley (WRB)
Chapters Group (CHG/DE)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Topicus (TOI/V TOITF)
Berry Petroleum (BRY)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Alphabet (GOOGL GOOG)
Brown & Brown (BRO)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
BHP Billiton (BHP)
Royal Philips (PHG)
Friday File
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Nvidia (NVDA)
Adyen (ADYEN/AS ADYEY ADYYF)
From
Stock Gumshoe
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