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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Domino's Pizza (DPZ)
Goosehead Insurance (GSHD)
Peter Lynch
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
Stocks
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Synopsys (SNPS)
Vox Royalty (VOXR)
Eni (E)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
American Integrity Insurance (AII)
IPO
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Berkshire Hathaway (BRK/B)
Pernod Ricard (RI/PA PRNDY PDRDF)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Howard Hughes Corp (HHC)
Equity Residential (EQR)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
Tags
Chubb (CB)
WIngstop (WING)
Friday File
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
Tags
Markel (MKL)
Brookfield Renewable Corp (BEPC)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Charter Communications (CHTR)
Warren Buffett
Seth Klarman
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Danaher (DHR)
Qurate Preferreds (QRTEP)
Lockheed Martin (LMT)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Eliem Therapeutics (DTIL)
UniQure (QURE)
IO Biotech (IOBT)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Asset Management (BAM)
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Barrick Gold (GOLD)
Gladstone Land Corp/ (LAND)
Commodities / Natural Resources
From
Stock Gumshoe
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