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Latest News about Trade Note
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
BioArctic (BIOA/B/ST BRCTF)
Willis Towers Watson (WLTW)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Cisco (CSCO)
Atkore (ATKR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Berkshire Hathaway (BRK/B)
Alphabet (GOOGL GOOG)
Nvidia (NVDA)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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The Trade Desk (TTD)
Par Technology (PAR)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Brookfield Corp (BN)
Friday File
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Roku (ROKU)
Brookfield Infrastructure Partners (BIP)
Markel (MKL)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Trade Note
Kinsale Capital (KNSL)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Markel (MKL)
Sandstorm Gold (SAND SSL/TO)
Prologis (PLD)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Chapters Group (CHG/DE)
Teqnion (TEQ/ST)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Trade Note
Berry Petroleum (BRY)
Friday File
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
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Apple (AAPL)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Ferrari (RACE)
Perimeter Solutions (PRM)
Royal Philips (PHG)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Adyen (ADYEN/AS ADYEY ADYYF)
The Trade Desk (TTD)
Lennar (LEN)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Symbotic (SYM)
Perimeter Solutions (PRM)
Markel (MKL)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Marc Lichtenfeld
Brown & Brown (BRO)
RPC Inc (RES)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Syrah Resources (SYR/AX SYAAF)
Office Properties Income Trust (OPI)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Berkshire Hathaway (BRK/B)
Visa (V)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Friday File
Toast (TOST)
Louis Navellier
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Par Technology (PAR)
Foreign Investments
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Dream Finders Homes (DFH)
Friday File
iShares MSCI Poland ETF (EPOL)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Life Storage (LSI)
Cloudflare (NET)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Johnson and Johnson (JNJ)
Unity Software (U)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Innovative Industrial Properties (IIPR)
AFC Gamma (AFCG)
Green Thumb Industries (GTII/CX GTBIF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Carbon Streaming Corp/ (NETZ/NO OFSTF)
Amerco (UHAL)
Disney (DIS)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Blackstone Group (BX)
Stem (STEM)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Friday File
Toast (TOST)
Trade Note
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Advanced Micro Devices (AMD)
BYD (1211/HK BYDDF BYDDY)
General Motors (GM)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Unity Software (U)
The Trade Desk (TTD)
Chuck Akre
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Netflix (NFLX)
Perimeter Solutions (PRM)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Alphabet (GOOGL GOOG)
Kings Garden
Magnite (MGNI)
From
Stock Gumshoe
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