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Latest News about Trade Note
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Kinsale Capital (KNSL)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
NVR (NVR)
Nvidia (NVDA)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Sky Harbour (SKYH)
Pershing Square Holdings (PSH/AS PSHZF)
Keysight (KEYS)
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
The Trade Desk (TTD)
Diageo (DEO)
Veralto (VLT)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Teqnion (TEQ/ST)
Meta Platforms (META)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Friday File
Alphabet (GOOGL GOOG)
Crown Castle (CCI)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Par Technology (PAR)
Chapters Group (CHG/DE)
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Warren Buffett
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
ALPS Alerian MLP (AMLP)
Acacia Research (ACTG)
Friday File
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Magnite (MGNI)
Criteo (CRTO)
$100K Lock Box
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
options
American Financial Group (AFG)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Qurate (QRTEA QRTEB)
Textron (TXT)
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)
Roku (ROKU)
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Asset Management (BAM)
Foreign Investments
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
CNH Industrial (CNHI)
McCormick (MKC)
Markel (MKL)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Liberty Sirius (LSXMA)
Diageo (DEO)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Marsh & McLennan (MMC)
Markel (MKL)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Nvidia (NVDA)
Charlie Munger
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Universal Music Group (UMG/AS UMGNF)
Hilton (HLT)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Par Technology (PAR)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Brookfield Asset Management (BAM)
DocuSign (DOCU)
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Dino Polska (DNP/W DNOPY)
Brookfield Infrastructure Partners (BIP)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Chubb (CB)
Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
W/R/ Berkley (WRB)
Friday File
Chubb (CB)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Chubb (CB)
Toast (TOST)
Guest Articles
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Paramount Resources (POU/TO PRMRF)
Journey Energy (JOY/TO JRNGF)
Fluence
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Exor (EXO/AS EXXRF)
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Siemens Healthineers (SHL/DE SMMNY SEMHF)
CNH Industrial (CNHI)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
D/ R/ Horton (DHI)
Boston Omaha (BOC)
Lennar (LEN)
From
Stock Gumshoe
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