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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Nucor (NUE)
Howard Hughes Holdings (HHH)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Trade Note
Domino's Pizza (DPZ)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Brown & Brown (BRO)
W/R/ Berkley (WRB)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
$100K Lock Box
WIngstop (WING)
PubMatic (PUBM)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Canadian Pacific (CP)
Berkshire Hathaway (BRK/B)
John Deere (DE)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Kinsale Capital (KNSL)
Roku (ROKU)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Arcadea
American Financial Group (AFG)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
EQT (EQT)
Africa Oil (AOI/TO AOIFF)
Ethereum (ETH)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Markel (MKL)
Pershing Square USA (PSUS)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Kinsale Capital (KNSL)
Roku (ROKU)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
American Tower (AMT)
Markel (MKL)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Public Storage (PSA)
Technology
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Innovative Industrial Properties (IIPR)
NVR (NVR)
Power REIT (PW)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Cloudflare (NET)
inTEST (INTT)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Davita (DVA)
Cloudflare (NET)
Verisign (VRSN)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Dream Finders Homes (DFH)
Amazon (AMZN)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Unity Software (U)
Camping World (CWH)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Cloudflare (NET)
Avalara (AVLR)
Aker Carbon Capture (ACC/OL AKCCF)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
$100K Lock Box
LendingClub (LC)
Technology
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Markel (MKL)
I bonds
AcuityAds (AT/TO ACUIF)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
Advanced Micro Devices (AMD)
American Tower (AMT)
Intel (INTC)
From
Stock Gumshoe
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