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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Microsoft (MSFT)
Big Picture / Asset Allocation
Stocks
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
Wingstop (WING)
Nvidia (NVDA)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Microsoft (MSFT)
Big Picture / Asset Allocation
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
WIngstop (WING)
Goosehead Insurance (GSHD)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
WPP Group (WPPGY)
Stocks
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
BWX Technologies (BWXT)
NuScale Power (SMR)
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Bill Ackman
Acacia Research (ACTG)
Royal Gold (RGLD)
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
Tesla Motors (TSLA)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Primecap Odyssey Growth (POGRX)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Technology
Keysight (KEYS)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Ferrari (RACE)
BWX Technologies (BWXT)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Friday File
Texas Pacific Land Trust (TPL)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Kinsale Capital (KNSL)
Hershey (HSY)
Friday File
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
BWX Technologies (BWXT)
Intel (INTC)
IBM (IBM)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Atkore (ATKR)
Friday File
Toast (TOST)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Intel (INTC)
Royal Gold (RGLD)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Osisko Development (ODV ODV/V)
gold
ASML (ASML)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Dino Polska (DNP/W DNOPY)
Friday File
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
gold
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Berkshire Hathaway (BRK/B)
Atkore (ATKR)
Markel (MKL)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Anavex Life Sciences (AVXL)
Tesla Motors (TSLA)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Toast (TOST)
Pershing Square USA (PSUS)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Berkshire Hathaway (BRK/B)
Exor (EXO/AS EXXRF)
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
Office Properties Income Trust (OPI)
BWX Technologies (BWXT)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Trade Note
Dollar General (DG)
Ashtead Group (ASHTY ASHTF)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Technology
D/ R/ Horton (DHI)
Credo Technology (CRDO)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Sky Harbour (SKYH)
Nvidia (NVDA)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Leonardo (LDO/MI FINMF FINMY)
Textron (TXT)
Stocks
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Options or Futures
Market Vectors Junior Gold Miners ETF (GDXJ)
Trade Note
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Berkshire Hathaway (BRK/B)
options
From
Stock Gumshoe
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