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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
Acacia Research (ACTG)
Friday File
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Rayonier (RYN)
Howard Hughes Holdings (HHH)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Nvidia (NVDA)
Technology
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Cloudflare (NET)
Norfolk Southern (NSC)
Chevron (CVX)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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Friday File
Vistra (VST)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Exor (EXO/AS EXXRF)
Aurora Innovation (AUR)
Friday File
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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Stellantis (STLA)
Alphabet (GOOGL GOOG)
Royal Philips (PHG)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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BWX Technologies (BWXT)
Kinsale Capital (KNSL)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Vox Royalty (VOXR)
The Trade Desk (TTD)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Alphabet (GOOGL GOOG)
Friday File
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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TCW Compounders ETF (GRW)
Resolute Holdings (RHLD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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QXO (QXO)
Friday File
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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Franco/Nevada (FNV)
BHP Billiton (BHP)
Lundin Mining (LUN/TO LUNMF)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Brown & Brown (BRO)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Westinghouse
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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Options or Futures
International General Insurance Holdings (IGIC)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Michael Cembalest
Universal Music Group (UMG/AS UMGNF)
Hilton (HLT)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
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QXO (QXO)
Centrus Energy (LEU)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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Brookfield Asset Management (BAM)
International General Insurance Holdings (IGIC)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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W/R/ Berkley (WRB)
Chapters Group (CHG/DE)
American Financial Group (AFG)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Bill Ackman
Howard Hughes Holdings (HHH)
Friday File
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Trade Note
Friday File
Amazon (AMZN)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Friday File
Trade Note
Chubb (CB)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Travelers (TRV)
Dine Brands (DIN)
Hertz (HTZ)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
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Boardwalk Pipeline Partners (BWP)
CNA Financial (CNA)
Friday File
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Arch Capital (ACGL)
DigitalBridge (DBRG)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Intuitive Surgical (ISRG)
Shopify (SHOP)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Hershey (HSY)
SSR Mining (SSRM)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Osisko Gold Royalties (OR)
Goosehead Insurance (GSHD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
D/Wave Quantum (QBTS)
Exor (EXO/AS EXXRF)
Danny Moses
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
ALPS Alerian MLP (AMLP)
Tesla Motors (TSLA)
From
Stock Gumshoe
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