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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
Tags Pershing Square USA (PSUS) Sky Harbour (SKYH) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Texas Pacific Land (TPL) Big Picture / Asset Allocation Amrize (AMRZ)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Howard Hughes Holdings (HHH) Pershing Square (PS) OpenAI
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags D/ R/ Horton (DHI) Boston Omaha (BOC) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Royal Gold (RGLD) Centrus Energy (LEU) Westinghouse
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Stellantis (STLA) Technology Iveco (IVG/MI IVCGF)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Stellantis (STLA) CNH Industrial (CNHI) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Diamondback Energy (FANG) Dorchester Minerals (DMLP) Trade Note
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Big Picture / Asset Allocation Burford Capital (BUR) Amazon (AMZN)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) SPACs Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Burford Capital (BUR) Danaher (DHR) Röko
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Big Picture / Asset Allocation Friday File Burford Capital (BUR)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Wheaton Precious Metals (WPM) American Integrity Insurance (AII) Royal Gold (RGLD)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags BWX Technologies (BWXT) GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Friday File
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Africa Oil (AOI/TO AOIFF) NuScale Power (SMR) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Sandstorm Gold (SAND SSL/TO) Brookfield Corp (BN) Oklo (OKLO)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Constellation Software (CSU/TO CNSWF) Friday File iShares 1/5 Year TIPS Ladder ETF (LDRI)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Oklo (OKLO) Vistra (VST) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Royal Gold (RGLD) The Trade Desk (TTD) Chapters Group (CHG/DE)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Pershing Square Holdings (PSH/L PSHZF) Acacia Research (ACTG) Bill Ackman
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Evolution (EVO/ST EVVTY EVGGF) Trade Note American Integrity Insurance (AII)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags QXO (QXO) Orogen (OGN/V OGNRF) Trade Note
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Dine Brands (DIN) iShares Gold Trust (IAU) Toast (TOST)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Berkshire Hathaway (BRK/B) The Big Secret on Wall Street (This Week) Friday File
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags DigitalBridge (DBRG) Brookfield Property Preferred Morgan Housel
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Keysight (KEYS) Alphabet (GOOGL GOOG) Par Technology (PAR)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Trade Note Diageo (DEO) Keysight (KEYS)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Northern Dynasty Minerals (NAK NDM/TO) Vox Royalty (VOXR) International General Insurance Holdings (IGIC)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags D/Wave Quantum (QBTS) Stellantis (STLA) ProShares Short S&P 500 ETF (SH)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Tesla Motors (TSLA) The Trade Desk (TTD) Glencore (GLEN/L GLNCY)
From Stock Gumshoe
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