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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Dino Polska (DNP/W DNOPY)
Teqnion (TEQ/ST)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Guest Articles
gold
Seabridge Gold (SA SEA/TO)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
McDonald's (MCD)
Berkshire Hathaway (BRK/B)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
Tags
Model N (MODN)
Talen Energy (TLN)
American Tower (AMT)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Friday File
Pershing Square Holdings (PSH/AS PSHZF)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Touk Sinantha
Dollar General (DG)
GoDaddy (GDDY)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Apple (AAPL)
W/R/ Berkley (WRB)
YPF (YPF)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Vistra (VST)
D/ R/ Horton (DHI)
NVR (NVR)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Pershing Square USA (PSUS)
Acacia Research (ACTG)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Berkshire Hathaway (BRK/B)
Arcadea
Friday File
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Teqnion (TEQ/ST)
Standard Bio Tools (LAB)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Model N (MODN)
Alphabet (GOOGL GOOG)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Tapestry (TPR)
Structure Therapeutics (GPCR)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
ALPS Alerian MLP (AMLP)
Acacia Research (ACTG)
EQT (EQT)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Stocks
$100K Lock Box
Integral Ad Science (IAS)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Stocks
Alphabet (GOOGL GOOG)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Ethereum (ETH)
Par Technology (PAR)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Atkore (ATKR)
BioArctic (BIOA/B/ST BRCTF)
TuSimple (TSP)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Yiren Digital (YRD)
Lowe's (LOW)
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Friday File
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Liberty Sirius (LSXMA)
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Arthur J/ Gallagher (AJG)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
WESCO (WCC)
Brookfield Asset Management (BAM)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Royalty Pharmaceuticals (RPRX)
Teqnion (TEQ/ST)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
The Trade Desk (TTD)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Brookfield Asset Management (BAM)
Tiptree (TIPT)
Toast (TOST)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Friday File
Kinsale Capital (KNSL)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Brown & Brown (BRO)
Teqnion (TEQ/ST)
Amazon (AMZN)
From
Stock Gumshoe
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