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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Dream Finders Homes (DFH)
Alphabet (GOOGL GOOG)
Bill Ackman
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Textron (TXT)
Diageo (DEO)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Ethereum (ETH)
Par Technology (PAR)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Corp (BN)
Acacia Research (ACTG)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Trade Note
Big Picture / Asset Allocation
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Roku (ROKU)
Brown & Brown (BRO)
EQT (EQT)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Technology
Boston Omaha (BOC)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Stocks
Innovative Industrial Properties (IIPR)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
NVR (NVR)
inTEST (INTT)
Friday File
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Amazon (AMZN)
DocuSign (DOCU)
Bank of America (BAC)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Alphabet (GOOGL GOOG)
Par Technology (PAR)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
AFC Gamma (AFCG)
Unity Software (U)
Power REIT (PW)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Brookfield Asset Management (BAM)
KKR & Co/ (KKR)
Cathie Wood
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Friday File
Amazon (AMZN)
Lemonade (LMND)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Universal Display (OLED)
Big Picture / Asset Allocation
Camping World (CWH)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
American Tower (AMT)
Cloudflare (NET)
Shopify (SHOP)
From
Stock Gumshoe
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