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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Altius Minerals (ALS/TO ATUSF)
Topicus (TOI/V TOITF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Friday File
Brookfield Corp (BN)
WIngstop (WING)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Westinghouse
Chubb (CB)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Tiptree (TIPT)
Digital Ocean (DOCN)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Markel (MKL)
WESCO (WCC)
Roblox (RBLX)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Domino's Pizza (DPZ)
Royal Gold (RGLD)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Berkshire Hathaway (BRK/B)
Income Investing
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Trade Note
Par Technology (PAR)
Bitcoin (BTC)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Friday File
Tesla Motors (TSLA)
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
WESCO (WCC)
Brookfield Corp (BN)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
American Tower (AMT)
Albemarle (ALB)
EQT (EQT)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Technology
Boston Omaha (BOC)
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Brookfield Asset Management (BAM)
Pershing Square Holdings (PSH/AS PSHZF)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Universal Display (OLED)
Kennedy Wilson (KW)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
American Express (AXP)
DocuSign (DOCU)
Amazon (AMZN)
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)
Wal/Mart (WMT)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Camping World (CWH)
The Trade Desk (TTD)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Cathie Wood
Friday File
Blackstone Group (BX)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Upstart Holdings (UPST)
Sea Ltd (SE)
Friday File
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Friday File
Innovative Industrial Properties (IIPR)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
Intel (INTC)
Bill Miller
Friday File
From
Stock Gumshoe
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