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Friday File: Another Supermax
September 15, 2023
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Apple (AAPL)
Brookfield Corp (BN)
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Mitek Systems (MITK)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
Rio Tinto (RIO)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Trade Note
Par Technology (PAR)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Perimeter Solutions (PRM)
Trade Note
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Kinsale Capital (KNSL)
WESCO (WCC)
EQT (EQT)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Enerplus (ERF)
Trade Note
Plug power (PLUG)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Visa (V)
Teqnion (TEQ/ST)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
Tags
Berkshire Hathaway (BRK/B)
Toast (TOST)
Motley Fool 100 ETF (TMFC)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
Brookfield Corp (BN)
Dino Polska (DNP/W DNOPY)
Income Investing
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Keysight (KEYS)
Hercules Technology Growth Capital (HTGC)
Edwin Dorsey
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Huntington Ingalls Industries (HII)
Brookfield Corp (BN)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Intuitive Surgical (ISRG)
American Tower (AMT)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
AFC Gamma (AFCG)
Income Investing
Marathon Oil (MRO)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Trade Note
Brookfield Property Preferred
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Corp (BN)
KKR & Co/ (KKR)
Icahn Enterprises (IEP)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
AFC Gamma (AFCG)
The Trade Desk (TTD)
Toast (TOST)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Stellantis (STLA)
Exor (EXO/MI EXXRF)
Activision Blizzard (ATVI)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Switch (SWCH)
Friday File
Unity Software (U)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Technology
The Big Secret on Wall Street (This Week)
D/ R/ Horton (DHI)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Kings Garden
Disney (DIS)
Technology
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Ginkgo BIoworks (DNA)
Royal Gold (RGLD)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Square (SQ)
Shopify (SHOP)
Medical Properties Trust (MPW)
From
Stock Gumshoe
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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Avalara (AVLR)
Markel (MKL)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Series I Savings Bonds
Coinbase (COIN)
Magic Software (MGIC)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
iShares 7/10 Year Treasury Bond ETF (IEF)
Trade Note
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Markel (MKL)
NewLake Capital Partners (NLCP)
GAN ltd (GAN)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Keysight (KEYS)
Technology
ABB (ABB)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Square (SQ)
Hipgnosis Songs Fund (SONG/L HPGSF)
Short Selling
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Royal Gold (RGLD)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
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