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Friday File: Another Supermax
September 15, 2023
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Friday File
Brown & Brown (BRO)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Mitek Systems (MITK)
Royal Philips (PHG)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Altius Minerals (ALS/TO ATUSF)
Toast (TOST)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Shopify (SHOP)
Trade Note
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Dino Polska (DNP/W DNOPY)
Roku (ROKU)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Asset Management (BAM)
Big Picture / Asset Allocation
Novonix (NVX/AX NVNXF)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Visa (V)
Teqnion (TEQ/ST)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Motley Fool
Pershing Square Holdings (PSH/AS PSHZF)
Motley Fool Next ETF (TMFX)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Boston Omaha (BOC)
Toast (TOST)
Foreign Investments
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Hercules Technology Growth Capital (HTGC)
Edwin Dorsey
National Instruments (NATI)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Brookfield Corp (BN)
Nvidia (NVDA)
Stocks
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Qurate (QRTEA QRTEB)
Friday File
Brown & Brown (BRO)
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Keysight (KEYS)
Trulieve (TRUL/CX TCNNF)
Technology
From
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Friday File: Nibbling on High Yields
December 23, 2022
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DigitalBridge Preferreds
Energy Transfer Partners (ETP)
Innovative Industrial Properties (IIPR)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Corp (BN)
Income Investing
Roku (ROKU)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Series I Savings Bonds
Amerco (UHAL)
Friday File
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Warner Music Group (WMG)
Universal Music Group (UMG/AS UMGNF)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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TransDigm (TDG)
Par Technology (PAR)
Chuck Akre
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Porter Stansberry
D/ R/ Horton (DHI)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Microsoft (MSFT)
Technology
Meta Platforms (META)
From
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Friday File: Hiding Places?
June 17, 2022
Tags
Income Investing
Cambria Tail Risk ETF (TAIL)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Friday File
DocuSign (DOCU)
Toast (TOST)
From
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Guardant Health (GH)
Shopify (SHOP)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Cryptocurrencies
Series I Savings Bonds
Labrador Iron Ore Royalty (LIF/TO LIFZF)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Pershing Square Holdings (PSH/AS PSHZF)
AFC Gamma (AFCG)
Inflation
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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PubMatic (PUBM)
Sea Ltd (SE)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Keysight (KEYS)
Technology
inTEST (INTT)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Universal Display (OLED)
AFC Gamma (AFCG)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Big Picture / Asset Allocation
Foreign Investments
Vale S/A/ (VALE)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Sea Ltd (SE)
Royalty Pharmaceuticals (RPRX)
Royal Gold (RGLD)
From
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