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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Vox Royalty (VOXR)
Sky Harbour (SKYH)
Elemental Royalty (ELE)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Domino's Pizza (DPZ)
Pershing Square Holdings (PSH/L PSHZF)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Microsoft (MSFT)
Meta Platforms (META)
Nvidia (NVDA)
From
Stock Gumshoe
Microsoft Backs EU Laws Despite Trump's Disapproval In Big Tech Dispute, Expands European Data Centers
April 30, 2025
Tickers
AAPL
META
MSFT
NEWS
Tags
Digital markets Act
Benzinga
Markets
From
Benzinga
Microsoft Pulls Plug On AI Data Center Leases, Says Analyst: Oversupply Situation Likely
February 24, 2025
Tickers
META
MSFT
NEWS
TECH
Tags
Tech
Markets
Benzinga
From
Benzinga
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
NuScale Power (SMR)
Osisko Development (ODV ODV/V)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Alphabet (GOOGL GOOG)
Par Technology (PAR)
Markel (MKL)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Vaulted
Microsoft (MSFT)
$100K Lock Box
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
1/800/Flowers/com (FLWS)
Propel Holdings (PRL/TO PRLPF)
Cadence Design Systems (CDNS)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Corning (GLW)
Advanced Micro Devices (AMD)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Alphabet (GOOGL GOOG)
Markel (MKL)
Insurance
From
Stock Gumshoe
'Groking Will Become Like Googling' – Elon Musk's High Ambitions For xAI's First AI Product Involves Making It A Verb
November 05, 2023
Tickers
AI
GOOG
GOOGL
META
Tags
Bard
OpenAi
Tech
From
Benzinga
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Amazon (AMZN)
American Tower (AMT)
Friday File
From
Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
Nvidia (NVDA)
Shopify (SHOP)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: WTF, NVIDIA?
May 26, 2023
Tags
Alphabet (GOOGL GOOG)
Carl Icahn
Technology
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Big Picture / Asset Allocation
Goosehead Insurance (GSHD)
Sociedad Quimica y Minera de Chile (SQM)
From
Stock Gumshoe
Friday File: Hits and Misses on the Earnings Front
February 17, 2023
Tags
Apple (AAPL)
Röko
American Express (AXP)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Big Picture / Asset Allocation
Public Storage (PSA)
Technology
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
TikTok
Shopify (SHOP)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Exor (EXO/MI EXXRF)
General Motors (GM)
Trade Note
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
The Trade Desk (TTD)
Shopify (SHOP)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
Tags
Brown & Brown (BRO)
Altius Minerals (ALS/TO ATUSF)
Warner Music Group (WMG)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Big Picture / Asset Allocation
Take Two Interactive (TTWO)
Winnebago (WGO)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Apple (AAPL)
Amazon (AMZN)
EverArc Holdings (EVRA/L EVREF)
From
Stock Gumshoe
Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report
July 26, 2021
Tickers
AAPL
AMZN
GOOG
MSFT
Tags
Options
Guidance
Partner Content
From
Benzinga
New JEDI Contract Bidding Coming Up
July 16, 2021
Tickers
AMZN
GOOG
IBM
MSFT
Tags
Partner Content
Department of Defense
Oracle
From
Benzinga
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