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Latest News about Trade Note
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
W/R/ Berkley (WRB)
Tom Gardner
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
SMART Global Holdings (SGH)
Trade Note
Structure Therapeutics (GPCR)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
UIPath (PATH)
Nvidia (NVDA)
Diageo (DEO)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
The Trade Desk (TTD)
Diageo (DEO)
Veralto (VLT)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Standard Bio Tools (LAB)
BioArctic (BIOA/B/ST BRCTF)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Model N (MODN)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Par Technology (PAR)
Chapters Group (CHG/DE)
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
Structure Therapeutics (GPCR)
Royal Gold (RGLD)
Tapestry (TPR)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
Intuitive Surgical (ISRG)
David Einhorn
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
DoubleVerify (DV)
Stocks
Trade Note
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Asset Management (BAM)
American Financial Group (AFG)
Markel (MKL)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Toast (TOST)
Qurate Preferreds (QRTEP)
Berkshire Hathaway (BRK/B)
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
ARM Holdings (ARM)
Roku (ROKU)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Lowe's (LOW)
Alibaba (BABA)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Trade Note
Markel (MKL)
McCormick (MKC)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Boston Omaha (BOC)
Acacia Research (ACTG)
Trade Note
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Markel (MKL)
Trade Note
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Alphabet (GOOGL GOOG)
Friday File
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Nvidia (NVDA)
Royalty Pharmaceuticals (RPRX)
Lowe's (LOW)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Par Technology (PAR)
Trade Note
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Tiptree (TIPT)
Dream Finders Homes (DFH)
Trade Note
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Trade Note
Black Stone Minerals (BSM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
BioArctic (BIOA/B/ST BRCTF)
Hedging
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Trade Note
Markel (MKL)
Prologis (PLD)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Chapters Group (CHG/DE)
W/R/ Berkley (WRB)
Toast (TOST)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Teqnion (TEQ/ST)
Foreign Investments
Tellurian (TELL)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Alphabet (GOOGL GOOG)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Mitek Systems (MITK)
Ferrari (RACE)
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Trade Note
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
From
Stock Gumshoe
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