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Latest News about Trade Note
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Friday File: Another Supermax
September 15, 2023
Tags
Trade Note
Brookfield Corp (BN)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Friday File
Siemens Healthineers (SHL/DE SMMNY SEMHF)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Trade Note
Big Picture / Asset Allocation
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Symbotic (SYM)
WESCO (WCC)
TransDigm (TDG)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Friday File
Softbank (SFTBY)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Brookfield Reinsurance (BNRE)
Annaly (NLY)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Constellation Software (CSU/TO CNSWF)
Visa (V)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Sam Zell
Porter Stansberry
Encore Wire (WIRE)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Brookfield Corp (BN)
Perimeter Solutions (PRM)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Emerson Electric (EMR)
Innovative Industrial Properties (IIPR)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Stocks
Big Picture / Asset Allocation
Trade Note
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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John Malone
Michael Burry
Johnson and Johnson (JNJ)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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North European Royalty Trust (NRT)
Enphase Energy (ENPH)
Enerplus (ERF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Brookfield Corp (BN)
Energy Transfer Partners (ETP)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Asset Management (BAM)
Icahn Enterprises (IEP)
Zevia (ZVIA)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Big Picture / Asset Allocation
The Trade Desk (TTD)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Friday File
Berkshire Hathaway (BRK/B)
Blackstone Group (BX)
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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Perimeter Solutions (PRM)
Grail Technologies
Illumina (ILMN)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Vale S/A/ (VALE)
Disney (DIS)
EQT (EQT)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Innovative Industrial Properties (IIPR)
Microsoft (MSFT)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Netflix (NFLX)
Sandstorm Gold (SAND SSL/TO)
Franco/Nevada (FNV)
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Medical Properties Trust (MPW)
Visa (V)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Shopify (SHOP)
Nomad Royalty (NSR/TO NSRXF)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Cryptocurrencies
Shopify (SHOP)
Trade Note
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Goosehead Insurance (GSHD)
Inflation
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Trade Note
GAN ltd (GAN)
Stocks
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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$100K Lock Box
Trade Note
inTEST (INTT)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Square (SQ)
Universal Music Group (UMG/AS UMGNF)
Boston Omaha (BOMN)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Zoom Video Communications (ZM)
Altius Minerals (ALS/TO ATUSF)
Cloudbreak Discovery (CDL/L)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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WESCO (WCC)
Fastly (FSLY)
Sea Ltd (SE)
From
Stock Gumshoe
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