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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Rolls/Royce (RR/L RYCEY RYCEF)
Terrapower
$100K Lock Box
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Ashtead Group (ASHTY ASHTF)
Daily Journal (DJCO)
David Poppe
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Trade Note
Agilysys (AGYS)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Vistra (VST)
options
Technology
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Boston Omaha (BOC)
Pershing Square Holdings (PSH/AS PSHZF)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Acacia Research (ACTG)
Boston Omaha (BOC)
Meb Faber
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Hershey (HSY)
Advanced Micro Devices (AMD)
Veralto (VLT)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Meta Platforms (META)
Boston Omaha (BOC)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
S&P 500 ETF (SPY)
Preferred Stock
DigitalBridge Preferreds
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Power REIT (PW)
gold
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Precision BioSciences (DTIL)
Hershey (HSY)
Avrobio (AVRO)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trade Note
Par Technology (PAR)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Fluence
Stem (STEM)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
Equitrans (ETRN)
David Einhorn
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Ethereum (ETH)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Giverny Capital
Goosehead Insurance (GSHD)
Teqnion (TEQ/ST)
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
Roku (ROKU)
BioArctic (BIOA/B/ST BRCTF)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
ETFs or Mutual Funds
Tencent (0700/HK TXTZF TCEHY)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Corning (GLW)
Nvidia (NVDA)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Exor (EXO/AS EXXRF)
Brown & Brown (BRO)
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
McCormick (MKC)
Arix Bioscience (ARIX/L)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Par Technology (PAR)
Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Remy Cointreau (RCO/PA REMYY REMYF)
Medical Properties Trust (MPW)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
U/Haul Holdings (UHAL)
Toast (TOST)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Kinsale Capital (KNSL)
Toast (TOST)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Atkore (ATKR)
Friday File
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chris Mayer
Hilton (HLT)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
Trade Note
The Trade Desk (TTD)
From
Stock Gumshoe
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