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Latest News about Trade Note
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
UIPath (PATH)
Friday File
Trade Note
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Standard Bio Tools (LAB)
Sandstorm Gold (SAND SSL/TO)
Enovis (ENOV)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Kinsale Capital (KNSL)
Chapters Group (CHG/DE)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
Trade Note
American Tower (AMT)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Chapters Group (CHG/DE)
Trump Media & Technology (DWAC SPAC)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
LVMH (MC/PA LVMUY LVMHF)
Warren Buffett
Triple Flag Precious Metals (TFPM/TO)
From
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Par Technology (PAR)
Equitrans (ETRN)
Toast (TOST)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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The Trade Desk (TTD)
PubMatic (PUBM)
Magnite (MGNI)
From
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Friday File: Sweet Times
March 08, 2024
Tags
Alphabet (GOOGL GOOG)
Chubb (CB)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Textron (TXT)
Qurate Preferreds (QRTEP)
cryptocurrencies
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
The Trade Desk (TTD)
Atkore (ATKR)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Tencent (0700/HK TXTZF TCEHY)
JD/com (JD)
Par Technology (PAR)
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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John Deere (DE)
Diageo (DEO)
CNH Industrial (CNHI)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Standard Bio Tools (LAB)
Boston Omaha (BOC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Apple (AAPL)
Markel (MKL)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Berkshire Hathaway (BRK/B)
Nvidia (NVDA)
Charlie Munger
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chris Mayer
Software Circle (SFT/L)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
The Trade Desk (TTD)
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Dream Finders Homes (DFH)
Berkshire Hathaway (BRK/B)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Asset Management (BAM)
Huntington Ingalls Industries (HII)
Markel (MKL)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
BioArctic (BIOA/B/ST BRCTF)
Kinsale Capital (KNSL)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Commodities / Natural Resources
Chubb (CB)
Markel (MKL)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Berkshire Hathaway (BRK/B)
Par Technology (PAR)
Qurate (QRTEA QRTEB)
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)
Black Stone Minerals (BSM)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Berkshire Hathaway (BRK/B)
brookfield
Apple (AAPL)
From
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Friday File: Who Deserves Patience?
September 08, 2023
Tags
Gold/Precious Metals & Mining
Exor (EXO/AS EXXRF)
Siemens Healthineers (SHL/DE SMMNY SEMHF)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Toast (TOST)
Kinsale Capital (KNSL)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Symbotic (SYM)
Friday File
Trade Note
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Dino Polska (DNP/W DNOPY)
Roku (ROKU)
Encore Wire (WIRE)
From
Stock Gumshoe
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