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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Dino Polska (DNP/W DNOPY)
Chris Mayer
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Technology
Friday File
Greg Abel
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
The Trade Desk (TTD)
Roku (ROKU)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Income Investing
Liberty Media
Brown & Brown (BRO)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Seth Klarman
Baupost Group
Sea Ltd (SE)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Shopify (SHOP)
TikTok
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Construction Partners (ROAD)
Black Stone Minerals (BSM)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Technology
Johnson Controls (JCI)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Activision Blizzard (ATVI)
CNH Industrial (CNHI)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Shopify (SHOP)
Twist Bioscience (TWST)
Roku (ROKU)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Nathan Slaughter
Thornburg Mortgage
Nicholas Vardy
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Perimeter Solutions (PRM)
The Trade Desk (TTD)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Apple (AAPL)
Bank of America (BAC)
Akamai (AKAM)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Sandstorm Gold (SAND SSL/TO)
Innovative Industrial Properties (IIPR)
Cambria Tail Risk ETF (TAIL)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Salesforce/com (CRM)
Smith/Midland (SMID)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
facebook (FB)
Hilton (HLT)
Pinterest
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Berkshire Hathaway (BRK/B)
Wal/Mart (WMT)
Dream Finders Homes (DFH)
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
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
AFC Gamma (AFCG)
iShares 20+ Year Treasury Bond ETF (TLT)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
Ivego (IVG/MI IVCGF)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Africa Oil (AOI/TO AOIFF)
Zoom Video Communications (ZM)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
PayPal (PYPL)
Big Picture / Asset Allocation
Twitter (TWTR)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Electronic Arts (EA)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Thor Industries (THO)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
AFC Gamma (AFCG)
WESCO (WCC)
Friday File
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
LendingClub (LC)
Avalara (AVLR)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Big Picture / Asset Allocation
WESCO (WCC)
Camping World (CWH)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Sea Ltd (SE)
Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Universal Display (OLED)
facebook (FB)
Microsoft (MSFT)
From
Stock Gumshoe
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