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Latest News about Trade Note
Recent news which mentions Trade Note
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Brookfield Asset Management (BAM)
Toast (TOST)
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Qurate (QRTEA QRTEB)
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Hedging
Chubb (CB)
Eisai (ESAIY ESALF 4523/T)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Commodities / Natural Resources
Chubb (CB)
Prologis (PLD)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Chubb (CB)
Sator Group
Markel (MKL)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Disney (DIS)
Teqnion (TEQ/ST)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Trade Note
brookfield
Apple (AAPL)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Royal Philips (PHG)
Perimeter Solutions (PRM)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Boston Omaha (BOC)
Dream Finders Homes (DFH)
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Shopify (SHOP)
Markel (MKL)
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Friday File
Black Stone Minerals (BSM)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Office Properties Income Trust (OPI)
Syrah Resources (SYR/AX SYAAF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Atkore (ATKR)
Cisco (CSCO)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Encore Wire (WIRE)
Whitney Tilson
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
Par Technology (PAR)
Foreign Investments
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Jéronimo Martins (JRONY JRONF)
Teqnion (TEQ/ST)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Brookfield Asset Management (BAM)
Public Storage (PSA)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Trade Note
John Malone
Friday File
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
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
Tags
Innovative Industrial Properties (IIPR)
Disney (DIS)
Amerco (UHAL)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
Tags
Trade Note
Friday File
Icahn Enterprises (IEP)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Par Technology (PAR)
Amerco (UHAL)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Exor (EXO/MI EXXRF)
Activision Blizzard (ATVI)
Electronic Arts (EA)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Chuck Akre
Unity Software (U)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Roku (ROKU)
BYD (1211/HK BYDDF BYDDY)
Ian Dyer
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Technology
Trade Note
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Ginkgo BIoworks (DNA)
Comcast (CMCSA)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Jeremy Grantham
Shopify (SHOP)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Constellation Software (CSU/TO CNSWF)
Nomad Royalty (NSR/TO NSRXF)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Shopify (SHOP)
Magic Software (MGIC)
Series I Savings Bonds
From
Stock Gumshoe
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