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Latest News about Trade Note
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Friday File: Another Supermax
September 15, 2023
Tags
Brookfield Corp (BN)
Apple (AAPL)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Exor (EXO/AS EXXRF)
Ferrari (RACE)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Kinsale Capital (KNSL)
Berkshire Hathaway (BRK/B)
Toast (TOST)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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TransDigm (TDG)
WESCO (WCC)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Softbank (SFTBY)
EQT (EQT)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Corp (BN)
C3/ai (AI)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Nvidia (NVDA)
Visa (V)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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BWX Technologies (BWXT)
Bill Ackman
Whitney Tilson
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Friday File
Technology
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
American Tower (AMT)
Teqnion (TEQ/ST)
Dividend Hunter
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Big Picture / Asset Allocation
Friday File
Technology
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Crown Castle (CCI)
Johnson and Johnson (JNJ)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
BP (BP)
Enerplus (ERF)
Cresco Labs (CL/CX CRLBF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Innovative Industrial Properties (IIPR)
Disney (DIS)
Energy Transfer Preferred
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
Tags
Brookfield Reinsurance (BNRE)
KKR & Co/ (KKR)
Fluence
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Toast (TOST)
Series I Savings Bonds
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Nvidia (NVDA)
Advanced Micro Devices (AMD)
Chewy (CHWY)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Avalara (AVLR)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Rio Tinto (RIO)
Deterra Royalties (DRR/AX)
Ian Dyer
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Magnite (MGNI)
Meta Platforms (META)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Amazon (AMZN)
NewLake Capital Partners (NLCP)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
DocuSign (DOCU)
Friday File
Medical Properties Trust (MPW)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Illumina (ILMN)
Roku (ROKU)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Cryptocurrencies
Series I Savings Bonds
Voyager Digital (VYGR/TO VYGVF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Millennium Investment & Acquisition (MILC)
Inflation
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
Trade Note
Friday File
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Trade Note
ABB (ABB)
Friday File
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
PulteGroup (PHM)
Universal Display (OLED)
Power REIT (PW)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Commodities / Natural Resources
Africa Oil (AOI/TO AOIFF)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Upstart Holdings (UPST)
Roku (ROKU)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
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