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Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Microsoft (MSFT)
Nvidia (NVDA)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
BWX Technologies (BWXT)
DigitalBridge (DBRG)
Toast (TOST)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Lennar (LEN)
Pershing Square
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Chubb (CB)
Evolution (EVO/ST EVVTY EVGGF)
Trade Note
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
FuboTV (FUBO)
Nvidia (NVDA)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Microsoft (MSFT)
Evolution (EVO/ST EVVTY EVGGF)
Chubb (CB)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Kinsale Capital (KNSL)
Eisai (ESAIY ESALF 4523/T)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
EQT (EQT)
Markel (MKL)
Stocks
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Advertising, Payments and Ammonia
January 06, 2023
Tags
Adyen (ADYEN/AS ADYEY ADYYF)
Friday File
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Amazon (AMZN)
AFC Gamma (AFCG)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Brookfield Asset Management (BAM)
iShares TIPS Bond ETF (TIPS)
Camping World (CWH)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Matt McCall
Technology
Snap (SNAP)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Dream Finders Homes (DFH)
Green Thumb Industries (GTII/CX GTBIF)
Meta Platforms (META)
From
Stock Gumshoe
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