Gumshoe Articles: Friday File

Weekly comments from Stock Gumshoe, almost always published on Fridays (plus some occasional extra notes as news warrants)

Friday File: Cabot’s “Insurance Disruptor,” plus some updated thoughts on IIPR, KW and TDOC

I’ve got a couple updated thoughts to share with you on some Real Money Portfolio companies, including answering some reader questions about when to take profits on IIPR (I’ll warn you up front, my answer is wishy-washy), but first I’ve got a quick teaser solution for your Friday edutainment. Just today I got a teaser […]

Friday File: Pot Landlord Financing, Buffett’s Portfolio, Fake Prices, and Buying More Growth

Everyone was watching this week to see if Warren Buffett did anything big with Berkshire Hathaway’s (BRK-B) portfolio in the fourth quarter of last year, news that comes once each quarter (large investors have to file their end-of-quarter holdings in US stocks 45 days after the quarter ends), and… he didn’t. Berkshire did add to […]


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