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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Teeka Tiwari
Pernod Ricard (RI/PA PRNDY PDRDF)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Osisko Mining (OSK/TO OBNNF)
Franco/Nevada (FNV)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Friday File
Burford Capital (BUR)
Toast (TOST)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
WESCO (WCC)
Standard Bio Tools (LAB)
American Tower (AMT)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
American Financial Group (AFG)
Atkore (ATKR)
Markel (MKL)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Dollar General (DG)
Daily Journal (DJCO)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Porter Stansberry
YPF (YPF)
Agilysys (AGYS)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Paradigm Mastermind Group
Tesla Motors (TSLA)
nuclear power
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Nvidia (NVDA)
Freehold Royalties (FRU/TO FRHLF)
UIPath (PATH)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Lockheed Martin (LMT)
Danaher (DHR)
Income Investing
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Brown & Brown (BRO)
Friday File
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Alphabet (GOOGL GOOG)
American Tower (AMT)
$100K Lock Box
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Trump Media & Technology (DWAC SPAC)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Ferrari (RACE)
Royal Philips (PHG)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Toast (TOST)
Par Technology (PAR)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Integral Ad Science (IAS)
PubMatic (PUBM)
Stocks
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Corp (BN)
Trade Note
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Stansberry's Investment Advisory
Ethereum (ETH)
Shopify (SHOP)
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
Tags
Encore Wire (WIRE)
BioArctic (BIOA/B/ST BRCTF)
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Stocks
Symbotic (SYM)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
LVMH (MC/PA LVMUY LVMHF)
Altius Renewable Royalties (ARR/TO ATRWF)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Standard Bio Tools (LAB)
Nvidia (NVDA)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Big Picture / Asset Allocation
Marsh & McLennan (MMC)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Brookfield Asset Management (BAM)
Keysight (KEYS)
Trade Note
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Trade Note
Danaher (DHR)
Lowe's (LOW)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Brookfield Asset Management (BAM)
Trade Note
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Asset Management (BAM)
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Markel (MKL)
Meta Platforms (META)
Hedging
From
Stock Gumshoe
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