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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Pershing Square USA (PSUS)
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
Keurig Dr Pepper (KDP)
Alphabet (GOOGL GOOG)
Kairos Power
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Meta Platforms (META)
Alphabet (GOOGL GOOG)
Kairos Power
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Options or Futures
Ferrari (RACE)
Aurora Innovation (AUR)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vistra (VST)
YPF (YPF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Vox Royalty (VOXR)
Howard Hughes Holdings (HHH)
Michael Cembalest
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Arch Capital (ACGL)
BWX Technologies (BWXT)
RLI (RLI)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Equifund
Stocks
QXO (QXO)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
QXO (QXO)
Stocks
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Howard Hughes Holdings (HHH)
Berkshire Hathaway (BRK/B)
Gold/Precious Metals & Mining
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)
United Rentals (URI)
QXO (QXO)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cisco (CSCO)
Westinghouse
Sabine Royalty Trust (SBR)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Kinsale Capital (KNSL)
Hershey (HSY)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Kinsale Capital (KNSL)
Stocks
Howard Marks
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
The Trade Desk (TTD)
Toast (TOST)
Penguin Solutions (PENG) (was SMART Global)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Par Technology (PAR)
Celsius Holdings (CELH)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Vistra (VST)
Falco Resources (FPC/V FPRGF)
warrants
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Teqnion (TEQ/ST)
Remy Cointreau (RCO/PA REMYY REMYF)
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)
Royal Gold (RGLD)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Woodside Petroleum (WPL/AX WOPEY)
Burford Capital (BUR)
Brown & Brown (BRO)
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)
Intuitive Surgical (ISRG)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Triple Flag Precious Metals (TFPM/TO)
Alphabet (GOOGL GOOG)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Eric Savitz
Friday File
Markel (MKL)
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)
Encore Wire (WIRE)
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Ashtead Group (ASHTY ASHTF)
Dollar General (DG)
Trade Note
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
nuclear power
Trade Note
Kopin (KOPN)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pershing Square USA (PSUS)
Freehold Royalties (FRU/TO FRHLF)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Friday File
Income Investing
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Warren Buffett
Jéronimo Martins (JRONY JRONF)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Jéronimo Martins (JRONY JRONF)
Brookfield Asset Management (BAM)
Nvidia (NVDA)
From
Stock Gumshoe
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