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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Markel (MKL)
Kinsale Capital (KNSL)
YPF (YPF)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Fulgent Genetics (FLGT)
Vistra (VST)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Black Stone Minerals (BSM)
Nvidia (NVDA)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Friday File
Acacia Research (ACTG)
The Trade Desk (TTD)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Enovis (ENOV)
Textron (TXT)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Teqnion (TEQ/ST)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Intuitive Surgical (ISRG)
Friday File
Super Micro Computer (SMCI)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Amazon (AMZN)
Friday File
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Mural Oncology (MURA)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Friday File
Chapters Group (CHG/DE)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Friday File
John Maynard Keynes
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
ALPS Alerian MLP (AMLP)
David Einhorn
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
cryptocurrencies
Dorchester Minerals (DMLP)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Kinsale Capital (KNSL)
Markel (MKL)
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
ARM Holdings (ARM)
Nvidia (NVDA)
SoundHound AI (SOUN)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Asset Management (BAM)
Alibaba (BABA)
Foreign Investments
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Technology
Huntington Ingalls Industries (HII)
Chubb (CB)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Enterprise Products Partners (EPD)
AGCO (AGCO)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Chapters Group (CHG/DE)
Friday File
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
gold
Royal Gold (RGLD)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Suntory (2578/T STBFY STBFF)
Brown/Forman (BFB BFA)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Brookfield Asset Management (BAM)
DigitalBridge Preferreds
Par Technology (PAR)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Brown & Brown (BRO)
Sky Harbour (SKYH)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Keysight (KEYS)
Charlie Munger
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Teqnion (TEQ/ST)
Alphabet (GOOGL GOOG)
Nvidia (NVDA)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Friday File
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
U/Haul Holdings (UHAL)
Sandstorm Gold (SAND SSL/TO)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Dino Polska (DNP/W DNOPY)
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
From
Stock Gumshoe
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