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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Texas Pacific Land (TPL)
Domino's Pizza (DPZ)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
GE Vernova (GEV)
Howard Hughes Holdings (HHH)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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GE Vernova (GEV)
Amazon (AMZN)
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Stellantis (STLA)
Iveco (IVG/MI IVCGF)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vistra (VST)
Royal Gold (RGLD)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
BWX Technologies (BWXT)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Kinsale Capital (KNSL)
Chubb (CB)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
ProShares Short S&P 500 ETF (SH)
D/Wave Quantum (QBTS)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
ETFs or Mutual Funds
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Brookfield Asset Management (BAM)
Royal Gold (RGLD)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Goosehead Insurance (GSHD)
QXO (QXO)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Cisco (CSCO)
Texas Pacific Land Trust (TPL)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Friday File
Equity Residential (EQR)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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IonQ (IONQ)
IBM (IBM)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Nvidia (NVDA)
The Trade Desk (TTD)
Roku (ROKU)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Nvidia (NVDA)
Brookfield Corp (BN)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Cameco (CCJ)
Katusa Resource Opportunities
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Friday File
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Seabridge Gold (SA SEA/TO)
gold
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Brown & Brown (BRO)
Vicarious Surgical (RBOT)
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Domino's Pizza (DPZ)
Enphase Energy (ENPH)
Anavex Life Sciences (AVXL)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Roku (ROKU)
Domino's Pizza (DPZ)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Exor (EXO/AS EXXRF)
Markel (MKL)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Oklo
Evolution (EVO/ST EVVTY EVGGF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Vulcan Materials (VMC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Fulgent Genetics (FLGT)
Kopin (KOPN)
options
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Nvidia (NVDA)
Diageo (DEO)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Enovis (ENOV)
Textron (TXT)
Roku (ROKU)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
SSR Mining (SSRM)
Warren Buffett
Fluence
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Chapters Group (CHG/DE)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
From
Stock Gumshoe
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