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Latest News about Trade Note
Recent news which mentions Trade Note
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Toast (TOST)
EQT (EQT)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
Tags
Integral Ad Science (IAS)
Criteo (CRTO)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Hershey (HSY)
Nvidia (NVDA)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Trade Note
Toast (TOST)
Shopify (SHOP)
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
Tags
Toast (TOST)
WESCO (WCC)
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Markel (MKL)
Yiren Digital (YRD)
Foreign Investments
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Altius Renewable Royalties (ARR/TO ATRWF)
Evolution (EVO/ST EVVTY EVGGF)
Markel (MKL)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
McCormick (MKC)
Friday File
Diageo (DEO)
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Arthur J/ Gallagher (AJG)
AON (AON)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Occidental Petroleum (OXY)
Friday File
Charlie Munger
From
Stock Gumshoe
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)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Par Technology (PAR)
The Trade Desk (TTD)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Berkshire Hathaway (BRK/B)
Brookfield Asset Management (BAM)
Toast (TOST)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Qurate Preferreds (QRTEP)
Black Stone Minerals (BSM)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Brown & Brown (BRO)
Meta Platforms (META)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Markel (MKL)
Prologis (PLD)
Chubb (CB)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Trade Note
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Black Stone Minerals (BSM)
Paramount Resources (POU/TO PRMRF)
Enerplus (ERF)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Alphabet (GOOGL GOOG)
Trade Note
brookfield
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Stocks
Stellantis (STLA)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
D/ R/ Horton (DHI)
Dino Polska (DNP/W DNOPY)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Symbotic (SYM)
TransDigm (TDG)
Markel (MKL)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Encore Wire (WIRE)
WESCO (WCC)
Chubb (CB)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Office Properties Income Trust (OPI)
Novonix (NVX/AX NVNXF)
Syrah Resources (SYR/AX SYAAF)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Mastercard (MA)
Nvidia (NVDA)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
Tags
Rule Breakers
WESCO (WCC)
Toast (TOST)
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
Technology
Perimeter Solutions (PRM)
Stocks
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Dream Finders Homes (DFH)
Dino Polska (DNP/W DNOPY)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Microsoft (MSFT)
Technology
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Brown & Brown (BRO)
Unity Software (U)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
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