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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Big Picture / Asset Allocation
Royal Gold (RGLD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Amrize (AMRZ)
MercadoLibre (MELI)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Pershing Square Holdings (PSH/L PSHZF)
Howard Hughes Holdings (HHH)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Boston Omaha (BOC)
Sky Harbour (SKYH)
Uber
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
The Trade Desk (TTD)
Toast (TOST)
Centrus Energy (LEU)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Options or Futures
Technology
Hershey (HSY)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
W/R/ Berkley (WRB)
Duke Energy (DUK)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Vistra (VST)
Constellation Energy (CEG)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Trade Note
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
TCW Compounders ETF (GRW)
Heico (HEI)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
W/R/ Berkley (WRB)
YieldMax Options Income ETFs
American Integrity Insurance (AII)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Westinghouse
Oklo (OKLO)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Palantir (PLTR)
IonQ (IONQ)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Michael Cembalest
Big Picture / Asset Allocation
Nike (NKE)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Vistra (VST)
QXO (QXO)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
DigitalBridge Preferreds
Vistra (VST)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Royal Gold (RGLD)
RLI (RLI)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Howard Hughes Holdings (HHH)
Bill Ackman
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Aspen Insurance (AHL)
WIngstop (WING)
IPO
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
AngloGold Ashanti Ltd/ (AU)
Orogen (OGN/V OGNRF)
Markel (MKL)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
iShares Gold Trust (IAU)
Travelers (TRV)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
The Big Secret on Wall Street (This Week)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
gold
Hovnanian Enterprises (HOV)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Stocks
Keysight (KEYS)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Exor (EXO/AS EXXRF)
Keysight (KEYS)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Stocks
Big Picture / Asset Allocation
Great Eagle Gold (GEGC/CX GEGCF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Iveco (IVG/MI IVCGF)
Stellantis (STLA)
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
QXO (QXO)
Big Picture / Asset Allocation
Stocks
From
Stock Gumshoe
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