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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Domino's Pizza (DPZ)
Meta Platforms (META)
Stocks
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
W/R/ Berkley (WRB)
Arch Capital (ACGL)
Take Two Interactive (TTWO)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Microsoft (MSFT)
Keysight (KEYS)
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Options or Futures
Domino's Pizza (DPZ)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Amazon (AMZN)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Solaris Resources (SLSR)
Alphabet (GOOGL GOOG)
Chipotle Mexican Grill (CMG)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Chapters Group (CHG/DE)
Friday File
Vistra (VST)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Eagle Energy Metals
ETFs or Mutual Funds
Options or Futures
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Glencore (GLEN/L GLNCY)
Universal Music Group (UMG/AS UMGNF)
Stocks
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Keysight (KEYS)
Royal Gold (RGLD)
Technology
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Vistra (VST)
Friday File
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Chubb (CB)
Sabine Royalty Trust (SBR)
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Howard Hughes Corp (HHC)
Lennar (LEN)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Stocks
Kinsale Capital (KNSL)
Chubb (CB)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Trade Note
Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
BWX Technologies (BWXT)
Apple (AAPL)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Teqnion (TEQ/ST)
Constellation Energy (CEG)
Markel (MKL)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Pernod Ricard (RI/PA PRNDY PDRDF)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
gold
Wheaton Precious Metals (WPM)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Teqnion (TEQ/ST)
American Financial Group (AFG)
Direxion Daily S&P 500 Bear 3X ETF (SPXS)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
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
Pershing Square USA (PSUS)
Triple Flag Precious Metals (TFPM/TO)
Friday File
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Intuitive Surgical (ISRG)
Eric Savitz
Berkshire Hathaway (BRK/B)
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
Vistra (VST)
NuScale Power (SMR)
Encore Wire (WIRE)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Vulcan Materials (VMC)
United Rentals (URI)
ArcelorMittal (MT)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Vistra (VST)
Trade Note
Technology
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Freehold Royalties (FRU/TO FRHLF)
Pershing Square USA (PSUS)
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Roku (ROKU)
Cloudflare (NET)
Royal Philips (PHG)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Structure Therapeutics (GPCR)
Dino Polska (DNP/W DNOPY)
Acacia Research (ACTG)
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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