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Latest News about Trade Note
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Chubb (CB)
PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)
Friday File
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
WPP Group (WPPGY)
Triple Flag Precious Metals (TFPM/TO)
Dakota Gold (DC)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Chevron (CVX)
Triple Flag Precious Metals (TFPM/TO)
Oklo (OKLO)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Westinghouse
Oklo (OKLO)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
IPO
Trade Note
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Big Picture / Asset Allocation
Trade Note
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Dakota Gold (DC)
Pershing Square Holdings (PSH/AS PSHZF)
Trade Note
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Friday File
Broadridge Financial Solutions (BR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Diageo (DEO)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
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Acacia Research (ACTG)
BWX Technologies (BWXT)
Bruce Flatt
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Brad Jacobs
Nvidia (NVDA)
Toast (TOST)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Brookfield Corp (BN)
Friday File
Toast (TOST)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Cisco (CSCO)
Cloudflare (NET)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Brookfield Corp (BN)
Friday File
Chubb (CB)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Exor (EXO/AS EXXRF)
BWX Technologies (BWXT)
Trade Note
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Trade Note
Exor (EXO/AS EXXRF)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Alphabet (GOOGL GOOG)
Toast (TOST)
Chubb (CB)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Friday File
Seth Klarman
Charter Communications (CHTR)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
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Technology
Amazon (AMZN)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Kinsale Capital (KNSL)
Friday File
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
International General Insurance Holdings (IGIC)
altius
Markel (MKL)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
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Deterra Royalties (DRR/AX)
Vox Royalty (VOXR)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Vistra (VST)
Constellation Energy (CEG)
Fairfax Financial Holdings (FFH/TO FRFHF)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
Tags
Celsius Holdings (CELH)
Brookfield Reinsurance (BNRE)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Dino Polska (DNP/W DNOPY)
Sky Quarry
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
ArcelorMittal (MT)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Atkore (ATKR)
Power Law Investing Podcast
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Bill Ackman
American Tower (AMT)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Nvidia (NVDA)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Five Below (FIVE)
Miles Lewis
From
Stock Gumshoe
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