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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Friday File
Trade Note
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Apple (AAPL)
gold
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
UIPath (PATH)
Nvidia (NVDA)
Freehold Royalties (FRU/TO FRHLF)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Lockheed Martin (LMT)
Apple (AAPL)
Mitchell Rales
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Standard Bio Tools (LAB)
Evolution (EVO/ST EVVTY EVGGF)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Power REIT (PW)
Crown Castle (CCI)
Model N (MODN)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Boston Omaha (BOC)
Par Technology (PAR)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Eli Lilly (LLY)
Market Vectors Gold Miners ETF (GDX)
gold
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Intuitive Surgical (ISRG)
Toast (TOST)
Par Technology (PAR)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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Magnite (MGNI)
$100K Lock Box
Technology
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Black Stone Minerals (BSM)
cryptocurrencies
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
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John Deere (DE)
Atkore (ATKR)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Friday File
Alibaba (BABA)
Foreign Investments
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Brown & Brown (BRO)
LVMH (MC/PA LVMUY LVMHF)
Enbridge (ENB)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Sky Harbour (SKYH)
Pernod Ricard (RI/PA PRNDY PDRDF)
SomaLogic (SLGC)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Big Picture / Asset Allocation
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Alphabet (GOOGL GOOG)
Brookfield Asset Management (BAM)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Universal Music Group (UMG/AS UMGNF)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
Trade Note
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Berkshire Hathaway (BRK/B)
Tiptree (TIPT)
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Corp (BN)
Kinsale Capital (KNSL)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Eisai (ESAIY ESALF 4523/T)
Kinsale Capital (KNSL)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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American Tower (AMT)
Markel (MKL)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Teqnion (TEQ/ST)
Toast (TOST)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Chapters Group (CHG/DE)
Fluence
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Brookfield Corp (BN)
Alphabet (GOOGL GOOG)
brookfield
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Mitek Systems (MITK)
Ferrari (RACE)
Trade Note
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Huntington Ingalls Industries (HII)
Boston Omaha (BOC)
Smith/Midland (SMID)
From
Stock Gumshoe
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