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Latest News about Trade Note
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Apple (AAPL)
Markel (MKL)
Arcadea
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Brown & Brown (BRO)
BioArctic (BIOA/B/ST BRCTF)
Meta Platforms (META)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Model N (MODN)
Amazon (AMZN)
Microsoft (MSFT)
From
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Trade Note
Teqnion (TEQ/ST)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
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
Tags
Market Vectors Junior Gold Miners ETF (GDXJ)
Wheaton Precious Metals (WPM)
Clarivate (CLVT)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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ALPS Alerian MLP (AMLP)
Trade Note
Toast (TOST)
From
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More Advertising for the Lock Box
March 14, 2024
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The Trade Desk (TTD)
Integral Ad Science (IAS)
Stocks
From
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Friday File: Sweet Times
March 08, 2024
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options
Hershey (HSY)
Big Picture / Asset Allocation
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Big Picture / Asset Allocation
Textron (TXT)
Keysight (KEYS)
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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John Deere (DE)
Encore Wire (WIRE)
Roku (ROKU)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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China
Lowe's (LOW)
Stocks
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Exor (EXO/AS EXXRF)
CNH Industrial (CNHI)
Intuitive Surgical (ISRG)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Arix Bioscience (ARIX/L)
Taiwan Semiconductor (TSM)
SomaLogic (SLGC)
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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Big Picture / Asset Allocation
Markel (MKL)
AON (AON)
From
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Occidental Petroleum (OXY)
WESCO (WCC)
Trade Note
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Pershing Square Holdings (PSH/AS PSHZF)
Constellation Software (CSU/TO CNSWF)
Nvidia (NVDA)
From
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Friday File
Boston Omaha (BOC)
The Trade Desk (TTD)
From
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Dream Finders Homes (DFH)
Tiptree (TIPT)
Brookfield Corp (BN)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Kinsale Capital (KNSL)
Dino Polska (DNP/W DNOPY)
Roku (ROKU)
From
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Friday File: Insurance and Tech Earnings
October 27, 2023
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American Tower (AMT)
Goosehead Insurance (GSHD)
Hedging
From
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Trade Note
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
Trade Note
Toast (TOST)
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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EQT (EQT)
Tellurian (TELL)
Stem (STEM)
From
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Friday File: Another Supermax
September 15, 2023
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Brookfield Corp (BN)
Berkshire Hathaway (BRK/B)
Alphabet (GOOGL GOOG)
From
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Friday File: Who Deserves Patience?
September 08, 2023
Tags
Deterra Royalties (DRR/AX)
Siemens Healthineers (SHL/DE SMMNY SEMHF)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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D/ R/ Horton (DHI)
Kinsale Capital (KNSL)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Markel (MKL)
Friday File
Trade Note
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Par Technology (PAR)
Alphabet (GOOGL GOOG)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Office Properties Income Trust (OPI)
Friday File
Annaly (NLY)
From
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