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Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Alphabet (GOOGL GOOG)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Rio Tinto (RIO)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
Royal Philips (PHG)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Royalty Pharmaceuticals (RPRX)
$100K Lock Box
Brookfield Asset Management (BAM)
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
Tags
Goosehead Insurance (GSHD)
Stocks
Softbank (SFTBY)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Annaly (NLY)
Brookfield Corp (BN)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Atkore (ATKR)
Berkshire Hathaway (BRK/B)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Joe Wiesenthal
Motley Fool Next ETF (TMFX)
Motley Fool
From
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Friday File: Moving up in Quality
May 12, 2023
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Dino Polska (DNP/W DNOPY)
Toast (TOST)
Foreign Investments
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Dream Finders Homes (DFH)
Dino Polska (DNP/W DNOPY)
Big Picture / Asset Allocation
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Public Storage (PSA)
Big Picture / Asset Allocation
Stocks
From
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Friday File: More High Yield Speculation
January 27, 2023
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Liberty Media
Brown & Brown (BRO)
Income Investing
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Enerplus (ERF)
North European Royalty Trust (NRT)
Curaleaf Holdings (CURA/CX CURLF)
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Amerco (UHAL)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Fluence
Brookfield Reinsurance (BNRE)
KKR & Co/ (KKR)
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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The Trade Desk (TTD)
NewLake Capital Partners (NLCP)
Amerco (UHAL)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Warner Music Group (WMG)
Ferrari (RACE)
Avalara (AVLR)
From
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Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Toast (TOST)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Rio Tinto (RIO)
Disney (DIS)
Crown Castle (CCI)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Innovative Industrial Properties (IIPR)
Technology
Trade Note
From
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Friday File: Hiding Places?
June 17, 2022
Tags
Big Picture / Asset Allocation
Dream Finders Homes (DFH)
Comcast (CMCSA)
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Jeremy Grantham
DocuSign (DOCU)
Trade Note
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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Brookfield Asset Management (BAM)
Roku (ROKU)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Coinbase (COIN)
Shopify (SHOP)
Deterra Royalties (DRR/AX)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Inflation
Ginkgo BIoworks (DNA)
Series I Savings Bonds
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Goosehead Insurance (GSHD)
Canadian Pacific (CP)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Penny Stocks
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Friday File
Trade Note
Square (SQ)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Cambria Global Value (GVAL)
Kinsale Capital (KNSL)
James River (JRVR)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Sea Ltd (SE)
Nvidia (NVDA)
Shopify (SHOP)
From
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