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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
Super Micro Computer (SMCI)
$100K Lock Box
Eli Lilly (LLY)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Charlie Munger
Brown & Brown (BRO)
Ashtead Group (ASHTY ASHTF)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Omni Bridgeway (OBL/AX IMMFF)
Microsoft (MSFT)
Argentina
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
D/ R/ Horton (DHI)
BWX Technologies (BWXT)
Structure Therapeutics (GPCR)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Keysight (KEYS)
Black Stone Minerals (BSM)
UIPath (PATH)
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
Boston Omaha (BOC)
Friday File
Meb Faber
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Income Investing
Cloudflare (NET)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Chapters Group (CHG/DE)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Teqnion (TEQ/ST)
MFA Financial (MFA)
AG Mortgage Investment Trust (MITT)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Crown Castle (CCI)
Big Picture / Asset Allocation
Power REIT (PW)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Aligos Therapeutics (ALGS)
Friday File
Cara Therapeutics (CARA)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Boston Omaha (BOC)
Friday File
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
Structure Therapeutics (GPCR)
Tapestry (TPR)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Acacia Research (ACTG)
Par Technology (PAR)
David Einhorn
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Toast (TOST)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Markel (MKL)
Friday File
Acacia Research (ACTG)
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)
Atkore (ATKR)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Tesla Motors (TSLA)
JD/com (JD)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Chubb (CB)
Keysight (KEYS)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
W/R/ Berkley (WRB)
Remy Cointreau (RCO/PA REMYY REMYF)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Standard Bio Tools (LAB)
SomaLogic (SLGC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Par Technology (PAR)
Qurate (QRTEA QRTEB)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Big Picture / Asset Allocation
Brown/Forman (BFB BFA)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Fluence
U/Haul Holdings (UHAL)
SomaLogic (SLGC)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Sky Harbour (SKYH)
Willis Towers Watson (WLTW)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Berkshire Hathaway (BRK/B)
Atkore (ATKR)
Trade Note
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Royalty Pharmaceuticals (RPRX)
Teqnion (TEQ/ST)
Software Circle (SFT/L)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
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