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Friday File: Looking back at NVIDIA
August 22, 2025
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BWX Technologies (BWXT)
Amazon (AMZN)
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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NRG Energy (NRG)
Chubb (CB)
Exelon (EXC)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Synopsys (SNPS)
NuScale Power (SMR)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Vox Royalty (VOXR)
Nike (NKE)
Howard Hughes Holdings (HHH)
From
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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Celsius Holdings (CELH)
DigitalBridge Preferreds
Vox Royalty (VOXR)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Trade Note
Stocks
Keysight (KEYS)
From
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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IonQ (IONQ)
Iveco (IVG/MI IVCGF)
D/Wave Quantum (QBTS)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Markel (MKL)
Uber
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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IonQ (IONQ)
Chapters Group (CHG/DE)
Friday File
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Dream Finders Homes (DFH)
Unity Software (U)
Topicus (TOI/V TOITF)
From
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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JANA Partners
John Deere (DE)
Chuck Akre
From
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Friday File: Odds of Success?
November 22, 2024
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Atkore (ATKR)
Toast (TOST)
Brown & Brown (BRO)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Standard Bio Tools (LAB)
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
From
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Friday File: What Now?
November 08, 2024
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Celsius Holdings (CELH)
Royal Gold (RGLD)
Vox Royalty (VOXR)
From
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Friday File: Tricks and Treats
November 01, 2024
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Brookfield Wealth Solutions (BNT)
Markel (MKL)
Hedging
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Apple (AAPL)
Constellation Energy (CEG)
Alphabet (GOOGL GOOG)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Trade Note
Brookfield Asset Management Reinsurance (BAMR)
Domino's Pizza (DPZ)
From
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Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
Tags
Atkore (ATKR)
Porter Stansberry
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Par Technology (PAR)
Trade Note
American Financial Group (AFG)
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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Kinsale Capital (KNSL)
POET Technologies (POET PTK/V)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Alphabet (GOOGL GOOG)
Franco/Nevada (FNV)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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Tom Gardner
Omni Bridgeway (OBL/AX IMMFF)
Burford Capital (BUR)
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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BioArctic (BIOA/B/ST BRCTF)
Brown & Brown (BRO)
Teqnion (TEQ/ST)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Microsoft (MSFT)
Crown Castle (CCI)
Trade Note
From
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Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Commodities / Natural Resources
Thermo Fisher Scientific (TMO)
Hershey (HSY)
From
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Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
NuScale Power (SMR)
Synopsys (SNPS)
Verses AI (VERS/NEO VRSSF)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Apple (AAPL)
Huntington Ingalls Industries (HII)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Teqnion (TEQ/ST)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Kinsale Capital (KNSL)
Artificial Intelligence (A/I/)
Boston Omaha (BOC)
From
Stock Gumshoe
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