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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Howard Hughes Holdings (HHH)
Trade Note
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
Anthropic
Centrus Energy (LEU)
Trade Note
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Keysight (KEYS)
BWX Technologies (BWXT)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Aurora Innovation (AUR)
WIngstop (WING)
Iveco (IVG/MI IVCGF)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
PepsiCo (PEP)
Amazon (AMZN)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Howard Hughes Holdings (HHH)
Pershing Square Holdings (PSH/L PSHZF)
Equinox Gold (EQX/V EQXFF)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Tyler Technologies (TYL)
Constellation Software (CSU/TO CNSWF)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Stellantis (STLA)
D/Wave Quantum (QBTS)
Options or Futures
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
gold
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Keysight (KEYS)
Builders FirstSource (BLDR)
Technology
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Brad Jacobs
QXO (QXO)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cisco (CSCO)
Technology
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Bill Ackman
Goosehead Insurance (GSHD)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Trade Note
Intel (INTC)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Roku (ROKU)
Dream Finders Homes (DFH)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Royal Gold (RGLD)
Intel (INTC)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Marina Katusa
Taiwan Semiconductor (TSM)
Falco Resources (FPC/V FPRGF)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Dino Polska (DNP/W DNOPY)
Berkshire Hathaway (BRK/B)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Wheaton Precious Metals (WPM)
Royal Gold (RGLD)
Trade Note
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Celsius Holdings (CELH)
POET Technologies (POET PTK/V)
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)
Tesla Motors (TSLA)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Shopify (SHOP)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Boston Omaha (BOC)
Markel (MKL)
Friday File
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
Exor (EXO/AS EXXRF)
Berkshire Hathaway (BRK/B)
BYD (1211/HK BYDDF BYDDY)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
ArcelorMittal (MT)
Kyndryl (KD)
Jim Tringas
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Boston Omaha (BOC)
James Altucher
Credo Technology (CRDO)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Freehold Royalties (FRU/TO FRHLF)
Keysight (KEYS)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Berkshire Hathaway (BRK/B)
Roku (ROKU)
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
Warren Buffett
John Maynard Keynes
Market Vectors Gold Miners ETF (GDX)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Berkshire Hathaway (BRK/B)
Pernod Ricard (RI/PA PRNDY PDRDF)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
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