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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Amazon (AMZN)
Pershing Square USA (PSUS)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Flex LNG (FLNG)
X/energy
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Meta Platforms (META)
Apple (AAPL)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Ferrari (RACE)
Exor (EXO/AS EXXRF)
WIngstop (WING)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Burford Capital (BUR)
Nvidia (NVDA)
Dakota Gold (DC)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Michael Cembalest
gold
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Pershing Square Holdings (PSH/L PSHZF)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
QXO (QXO)
Beacon Roofing (BECN)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Stocks
Universal Music Group (UMG/AS UMGNF)
Glencore (GLEN/L GLNCY)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
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Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Greenlight Capital Re (GLRE)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Berkshire Hathaway (BRK/B)
QXO (QXO)
Beacon Roofing (BECN)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cloudflare (NET)
BWX Technologies (BWXT)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Pershing Square
Kinsale Capital (KNSL)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Chubb (CB)
Stocks
Kinsale Capital (KNSL)
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Friday File: Odds of Success?
November 22, 2024
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Toast (TOST)
Chubb (CB)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
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Constellation Energy (CEG)
Intel (INTC)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Cameco (CCJ)
Vistra (VST)
Friday File
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Standard Bio Tools (LAB)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Franco/Nevada (FNV)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Pershing Square USA (PSUS)
W/R/ Berkley (WRB)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Netflix (NFLX)
Africa Oil (AOI/TO AOIFF)
Enphase Energy (ENPH)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Shopify (SHOP)
Royal Gold (RGLD)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Nvidia (NVDA)
Markel (MKL)
Atkore (ATKR)
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
$100K Lock Box
Exor (EXO/AS EXXRF)
Kopin (KOPN)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Diageo (DEO)
Towne Bank (TOWN)
Miles Lewis
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Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
options
Dream Finders Homes (DFH)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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ALPS Alerian MLP (AMLP)
Toast (TOST)
UIPath (PATH)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Lockheed Martin (LMT)
Enovis (ENOV)
Danaher (DHR)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
LVMH (MC/PA LVMUY LVMHF)
Ferrari (RACE)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Asset Management (BAM)
Dino Polska (DNP/W DNOPY)
Hershey (HSY)
From
Stock Gumshoe
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