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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Nvidia (NVDA)
Dino Polska (DNP/W DNOPY)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
LVMH (MC/PA LVMUY LVMHF)
Taiwan Semiconductor (TSM)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
Amazon (AMZN)
The Trade Desk (TTD)
Friday File
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Qurate (QRTEA QRTEB)
Income Investing
Michael Burry
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Upstart Holdings (UPST)
Third Point Offshore (TPNTF)
Fidelity National Information Services (FIS)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Technology
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Sprott Physical Silver Trust (PSLV)
Russell Napier
Copart (CPRT)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Perimeter Solutions (PRM)
Cathie Wood
Morgan Housel
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Activision Blizzard (ATVI)
Ford (F)
Avalara (AVLR)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Alphabet (GOOGL GOOG)
Stellantis (STLA)
Friday File
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Time Warner
Basic Energy Services (BAS)
Short Selling
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Rio Tinto (RIO)
Ian Dyer
Deterra Royalties (DRR/AX)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Akamai (AKAM)
Fastly (FSLY)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Dream Finders Homes (DFH)
Income Investing
Comcast (CMCSA)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
WESCO (WCC)
Brookfield Asset Management (BAM)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Russia
Allergan (AGN)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Amazon (AMZN)
Target (TGT)
Toast
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
Smith/Midland (SMID)
Shopify (SHOP)
Markel (MKL)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Millennium Investment & Acquisition (MILC)
Inflation
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
PetSmart
Pershing Square Holdings (PSH/AS PSHZF)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Royal Gold (RGLD)
Zoom Video Communications (ZM)
Netflix (NFLX)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Alphabet (GOOGL GOOG)
Unity Software (U)
Twitter (TWTR)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Electronic Arts (EA)
Zynga (ZNGA)
Roku (ROKU)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Amazon (AMZN)
Guest Articles
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
Shopify (SHOP)
Amazon (AMZN)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Amazon (AMZN)
Sea Ltd (SE)
Avalara (AVLR)
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Friday File
Technology
Trade Note
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Fastly (FSLY)
Kennedy Wilson (KW)
Jetblue (JBLU)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Sea Ltd (SE)
Coupang (CPNG)
Amazon (AMZN)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Enrique Abeyta
Microsoft (MSFT)
Shopify (SHOP)
From
Stock Gumshoe
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