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Latest News about Trade Note
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Mitchell Rales
Lockheed Martin (LMT)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Chapters Group (CHG/DE)
Teqnion (TEQ/ST)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
Friday File
Power REIT (PW)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Par Technology (PAR)
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Dino Polska (DNP/W DNOPY)
Jéronimo Martins (JRONY JRONF)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
Equitrans (ETRN)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Integral Ad Science (IAS)
The Trade Desk (TTD)
Technology
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Travelers (TRV)
Diageo (DEO)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Textron (TXT)
Big Picture / Asset Allocation
Stansberry's Investment Advisory
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
Trade Note
Nvidia (NVDA)
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Acacia Research (ACTG)
Friday File
Yiren Digital (YRD)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Enbridge (ENB)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Trade Note
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Nvidia (NVDA)
Trade Note
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Toast (TOST)
Apple (AAPL)
Marsh & McLennan (MMC)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Keysight (KEYS)
Atkore (ATKR)
Friday File
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Hilton (HLT)
Liberty Braves (BATRA BATRB BATRK)
Software Circle (SFT/L)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Dream Finders Homes (DFH)
Brookfield Corp (BN)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Corp (BN)
Qurate (QRTEA QRTEB)
Brookfield Infrastructure Partners (BIP)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Friday File
Hedging
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Trade Note
Biotech/Medical
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
W/R/ Berkley (WRB)
Teqnion (TEQ/ST)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Permian Basin Royalty Trust (PBT)
Journey Energy (JOY/TO JRNGF)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
brookfield
Apple (AAPL)
Trade Note
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Royal Philips (PHG)
Roku (ROKU)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
D/ R/ Horton (DHI)
Kinsale Capital (KNSL)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Symbotic (SYM)
Trade Note
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Atkore (ATKR)
Friday File
EQT (EQT)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Corp (BN)
Syrah Resources (SYR/AX SYAAF)
Berry Petroleum (BRY)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Cisco (CSCO)
Dino Polska (DNP/W DNOPY)
Mastercard (MA)
From
Stock Gumshoe
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