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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Friday File
Nvidia (NVDA)
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Paramount (PARA)
Bitcoin (BTC)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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The Trade Desk (TTD)
Amazon (AMZN)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Qurate (QRTEA QRTEB)
Qurate Preferreds (QRTEP)
Medtronic (MDT)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Visa (V)
New York Times (NYT)
AutoNation (AN)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Brown & Brown (BRO)
Meta Platforms (META)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
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AFC Gamma (AFCG)
Altius Minerals (ALS/TO ATUSF)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Nvidia (NVDA)
Inflation
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Advanced Micro Devices (AMD)
Pershing Square Holdings (PSH/AS PSHZF)
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
The Trade Desk (TTD)
Amazon (AMZN)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Omega Navigation
cobalt
Lee Lowell
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Porter Stansberry
Intuitive Surgical (ISRG)
Paul Mampilly
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Alphabet (GOOGL GOOG)
Third Avenue Value
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Gold/Precious Metals & Mining
Franco/Nevada (FNV)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Shopify (SHOP)
Construction Partners (ROAD)
Friday File
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Berkshire Hathaway (BRK/B)
Snap (SNAP)
Aeva
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Friday File
Costco (COST)
Wal/Mart (WMT)
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
Avalara (AVLR)
Markel (MKL)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Inflation
Big Picture / Asset Allocation
Trade Note
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Ivego (IVG/MI IVCGF)
Ferrari (RACE)
Markel (MKL)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Cloudbreak Discovery (CDL/L)
Zoom Video Communications (ZM)
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Twitter (TWTR)
Alphabet (GOOGL GOOG)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Franco/Nevada (FNV)
Take Two Interactive (TTWO)
Peloton
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
Friday File
Innovative Industrial Properties (IIPR)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Lemonade (LMND)
Technology
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
warrants
Warren Buffett
Hipgnosis Songs Fund (SONG/L HPGSF)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Camping World (CWH)
NewLake Capital Partners (NLCP)
Avalara (AVLR)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Ebay (EBAY)
Coupang (CPNG)
Sea Ltd (SE)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Amazon (AMZN)
facebook (FB)
Universal Display (OLED)
From
Stock Gumshoe
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