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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Friday File
Markel (MKL)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Nano Nuclear (NNE)
Oklo (OKLO)
Unity Software (U)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Big Picture / Asset Allocation
Microsoft (MSFT)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Iveco (IVG/MI IVCGF)
Hershey (HSY)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Trade Note
Burford Capital (BUR)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Equinox Gold (EQX/V EQXFF)
Nike (NKE)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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BWX Technologies (BWXT)
RLI (RLI)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Meb Faber
Rigetti Computing (RGTI)
Eagle Energy Metals
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
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Franco/Nevada (FNV)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Builders FirstSource (BLDR)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Ferrari (RACE)
BWX Technologies (BWXT)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File
Texas Pacific Land Trust (TPL)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Kinsale Capital (KNSL)
Hershey (HSY)
Pershing Square
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Trade Note
D/Wave Quantum (QBTS)
Chubb (CB)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Brown & Brown (BRO)
Nvidia (NVDA)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
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Alphabet (GOOGL GOOG)
Constellation Energy (CEG)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Carbon Streaming Corp/ (NETZ/NO OFSTF)
ASML (ASML)
gold
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Sky Quarry
Nvidia (NVDA)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
The Trade Desk (TTD)
gold
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Friday File
The Trade Desk (TTD)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Intuitive Surgical (ISRG)
Netflix (NFLX)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Toast (TOST)
Pershing Square USA (PSUS)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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The Trade Desk (TTD)
Kinsale Capital (KNSL)
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
Interactive Brokers (IBKR)
Evolution (EVO/ST EVVTY EVGGF)
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Towne Bank (TOWN)
United Rentals (URI)
Vulcan Materials (VMC)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Vistra (VST)
gold
options
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Freehold Royalties (FRU/TO FRHLF)
Pershing Square USA (PSUS)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Mitchell Rales
Trade Note
Cloudflare (NET)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Ferrari (RACE)
SSR Mining (SSRM)
Eli Lilly (LLY)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Diageo (DEO)
Hershey (HSY)
Big Picture / Asset Allocation
From
Stock Gumshoe
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