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Latest News about Trade Note
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Friday File: Who’s Buying What?
November 15, 2024
Tags
Capital One (COF)
Green Brick Partners (GBRK)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Technology
Cloudbreak Discovery (CDL/L)
Markel (MKL)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Brown & Brown (BRO)
Teqnion (TEQ/ST)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
BWX Technologies (BWXT)
Microsoft (MSFT)
Gold Standard Ventures (GSV)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
SPDR Gold Shares (GLD)
DigitalBridge (DBRG)
royalties
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Trade Note
Chubb (CB)
Markel (MKL)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
Tags
Alphabet (GOOGL GOOG)
Monster Beverage (MNST)
Guest Articles
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Atkore (ATKR)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Friday File
Nvidia (NVDA)
Triple Flag Precious Metals (TFPM/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
Talen Energy (TLN)
Model N (MODN)
Bill Ackman
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Atkore (ATKR)
ALPS Alerian MLP (AMLP)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Ashtead Group (ASHTY ASHTF)
GoDaddy (GDDY)
Trade Note
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Omni Bridgeway (OBL/AX IMMFF)
Par Technology (PAR)
Alphabet (GOOGL GOOG)
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
John Deere (DE)
Boston Omaha (BOC)
Keysight (KEYS)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Enovis (ENOV)
Sandstorm Gold (SAND SSL/TO)
Stocks
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Boston Omaha (BOC)
Chubb (CB)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Exor (EXO/AS EXXRF)
Income Investing
Power REIT (PW)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Par Technology (PAR)
Trump Media & Technology (DWAC SPAC)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Trade Note
Jéronimo Martins (JRONY JRONF)
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
Technology
PubMatic (PUBM)
Criteo (CRTO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
options
Dino Polska (DNP/W DNOPY)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Stansberry's Investment Advisory
EQT (EQT)
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
Toast (TOST)
WESCO (WCC)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Asset Management (BAM)
Symbotic (SYM)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Diageo (DEO)
Remy Cointreau (RCO/PA REMYY REMYF)
Kinder Morgan (KMI)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Liberty Sirius (LSXMA)
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
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