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Latest News about Trade Note
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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EQT (EQT)
Intuitive Surgical (ISRG)
Friday File
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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PubMatic (PUBM)
$100K Lock Box
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From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Alphabet (GOOGL GOOG)
W/R/ Berkley (WRB)
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From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Cloudflare (NET)
Textron (TXT)
Qurate Preferreds (QRTEP)
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
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BioArctic (BIOA/B/ST BRCTF)
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From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Stocks
Yiren Digital (YRD)
Alibaba (BABA)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Brown & Brown (BRO)
Enterprise Products Partners (EPD)
McCormick (MKC)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Standard Bio Tools (LAB)
Boston Omaha (BOC)
Trade Note
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Marsh & McLennan (MMC)
Qurate Preferreds (QRTEP)
Friday File
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Friday File
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Danaher (DHR)
Royalty Pharmaceuticals (RPRX)
Hilton (HLT)
From
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Par Technology (PAR)
The Trade Desk (TTD)
Friday File
From
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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DocuSign (DOCU)
Sandstorm Gold (SAND SSL/TO)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Dino Polska (DNP/W DNOPY)
Qurate (QRTEA QRTEB)
Trade Note
From
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Friday File: Insurance and Tech Earnings
October 27, 2023
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BioArctic (BIOA/B/ST BRCTF)
American Tower (AMT)
Microsoft (MSFT)
From
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Chubb (CB)
Biotech/Medical
Dino Polska (DNP/W DNOPY)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Guest Articles
W/R/ Berkley (WRB)
Qurate Preferreds (QRTEP)
From
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Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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American Tower (AMT)
Disney (DIS)
Black Stone Minerals (BSM)
From
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Friday File: Another Supermax
September 15, 2023
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Friday File
Alphabet (GOOGL GOOG)
Brown & Brown (BRO)
From
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Friday File: Who Deserves Patience?
September 08, 2023
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Roku (ROKU)
Trade Note
Ecora Resources (ECOR/L ECOR/TO ECRAF)
From
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Keysight (KEYS)
Toast (TOST)
D/ R/ Horton (DHI)
From
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Friday File: Earnings Hits and Misses
August 04, 2023
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Symbotic (SYM)
WESCO (WCC)
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Alphabet (GOOGL GOOG)
Friday File
Marc Lichtenfeld
From
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Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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C3/ai (AI)
Syrah Resources (SYR/AX SYAAF)
Annaly (NLY)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Apple (AAPL)
Sandstorm Gold (SAND SSL/TO)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Friday File
BWX Technologies (BWXT)
Daniel Loeb
From
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Friday File: Moving up in Quality
May 12, 2023
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Foreign Investments
Friday File
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Teqnion (TEQ/ST)
Crown Castle (CCI)
Jéronimo Martins (JRONY JRONF)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Life Storage (LSI)
Brookfield Asset Management (BAM)
Cloudflare (NET)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Johnson and Johnson (JNJ)
Liberty Media
Trade Note
From
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