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Latest News about Trade Note
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Friday File: Odds of Success?
November 22, 2024
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The Trade Desk (TTD)
Keysight (KEYS)
Chubb (CB)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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Flutter (PDYPY)
Stellantis (STLA)
Markel (MKL)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
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Huntington Ingalls Industries (HII)
Hedging
Alphabet (GOOGL GOOG)
From
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Friday File: Better and Cheaper?
October 25, 2024
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Friday File
Kinsale Capital (KNSL)
Goosehead Insurance (GSHD)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Gold/Precious Metals & Mining
Travelers (TRV)
Adventus Zinc (ADZN/V)
From
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Friday File: Double Buy in Gold?
September 27, 2024
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Brookfield Asset Management (BAM)
Market Vectors Gold Miners ETF (GDX)
Triple Flag Precious Metals (TFPM/TO)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Arch Capital (ACGL)
Beazley (BEZ/L BZYLF)
Burford Capital (BUR)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Vistra (VST)
Brookfield Wealth Solutions (BNT)
Brookfield Reinsurance (BNRE)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Standard Bio Tools (LAB)
Teqnion (TEQ/ST)
Dino Polska (DNP/W DNOPY)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Royal Gold (RGLD)
ArcelorMittal (MT)
Osisko Mining (OSK/TO OBNNF)
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Berkshire Hathaway (BRK/B)
McDonald's (MCD)
American Financial Group (AFG)
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Roku (ROKU)
WESCO (WCC)
Celsius Holdings (CELH)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Pershing Square Holdings (PSH/AS PSHZF)
Friday File
Kinsale Capital (KNSL)
From
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Sequoia
Diageo (DEO)
J&J Snack Foods (JJSF)
From
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Friday File: Social Inflation Winner?
June 14, 2024
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Omni Bridgeway (OBL/AX IMMFF)
Alphabet (GOOGL GOOG)
Par Technology (PAR)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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Technology
gold
Trade Note
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Pershing Square Holdings (PSH/AS PSHZF)
Friday File
UIPath (PATH)
From
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Trade Note
Friday File
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Friday File
American Financial Group (AFG)
Arcadea
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Boston Omaha (BOC)
Chubb (CB)
Trade Note
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Vaulted
Friday File
Amazon (AMZN)
From
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Chapters Group (CHG/DE)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Boston Omaha (BOC)
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Clarivate (CLVT)
Triple Flag Precious Metals (TFPM/TO)
Acacia Research (ACTG)
From
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Equitrans (ETRN)
David Einhorn
Par Technology (PAR)
From
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More Advertising for the Lock Box
March 14, 2024
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Magnite (MGNI)
PubMatic (PUBM)
Technology
From
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Friday File: Sweet Times
March 08, 2024
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Markel (MKL)
Jéronimo Martins (JRONY JRONF)
Chubb (CB)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Toast (TOST)
Bitcoin (BTC)
Black Stone Minerals (BSM)
From
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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Nvidia (NVDA)
Friday File
Kinsale Capital (KNSL)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Brookfield Corp (BN)
Tesla Motors (TSLA)
Acacia Research (ACTG)
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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AGCO (AGCO)
LVMH (MC/PA LVMUY LVMHF)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
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