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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Domino's Pizza (DPZ)
Topicus (TOI/V TOITF)
Chris Mayer
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Apple (AAPL)
Wal/Mart (WMT)
Bitcoin (BTC)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
John Hussman
Markel (MKL)
Porter Stansberry
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Trade Note
Unity Software (U)
Medtronic (MDT)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Bausch Health (BHC)
Micron Technology (MU)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Arthur J/ Gallagher (AJG)
Microsoft (MSFT)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Stansberry Research
Blackstone Group (BX)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Crown Castle (CCI)
Alphabet (GOOGL GOOG)
Amerco (UHAL)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Berkshire Hathaway (BRK/B)
Hipgnosis Songs Fund (SONG/L HPGSF)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Goosehead Insurance (GSHD)
Berkshire Hathaway (BRK/B)
IronSource (IS)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Frank Curzio
powerhouse profits
Vialogy
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Matt McCall
Roku (ROKU)
Upstart Holdings (UPST)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Moody's (MCO)
Liberty Sirius (LSXMA)
Life Storage (LSI)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
AFC Gamma (AFCG)
Cambria Tail Risk ETF (TAIL)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
WESCO (WCC)
Constellation Software (CSU/TO CNSWF)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Universal Music Group (UMG/AS UMGNF)
Allergan (AGN)
Aeva
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Markel (MKL)
Par Technology (PAR)
Costco (COST)
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
Topicus (TOI/V TOITF)
Innovative Industrial Properties (IIPR)
Guardant Health (GH)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Dream Finders Homes (DFH)
Ginkgo BIoworks (DNA)
GAN ltd (GAN)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Boston Omaha (BOMN)
Amazon (AMZN)
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Vale S/A/ (VALE)
BHP Billiton (BHP)
Guardant Health (GH)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Stocks
Electronic Arts (EA)
Annual Review
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Big Picture / Asset Allocation
The Trade Desk (TTD)
Peloton
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
Shopify (SHOP)
Friday File
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Roku (ROKU)
Cloudflare (NET)
SoFi
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
warrants
Chewy (CHWY)
Stitch Fix (SFIX)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
NewLake Capital Partners (NLCP)
Sandstorm Gold (SAND SSL/TO)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Sea Ltd (SE)
Coupang (CPNG)
Alibaba (BABA)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Enrique Abeyta
Voyager Digital (VYGR/CX VYGVF)
Shopify (SHOP)
From
Stock Gumshoe
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