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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 Versamet Royalties (VMET) Cerebras (CBRS) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Big Picture / Asset Allocation Rayonier (RYN) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Texas Pacific Land (TPL) Markel (MKL) Technology
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags OpenAI Lamar Advertising (LAMR) Canadian Pacific (CP)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Par Technology (PAR) Brookfield Asset Management (BAM) Medtronic (MDT)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Ferrari (RACE) Peter Lynch Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Royal Philips (PHG) Duke Energy (DUK) Stellantis (STLA)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Atlas Energy (ATLE/V CANSD) Sitio Royalties (STR) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Amazon (AMZN) Royal Gold (RGLD) WPP Group (WPPGY)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Commonwealth Fusion Systems Synopsys (SNPS) GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Danaher (DHR) Options or Futures Heico (HEI)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Oklo (OKLO) Burford Capital (BUR) Friday File
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Diageo (DEO) Franco/Nevada (FNV) NatGold
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Oklo (OKLO) Westinghouse HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags NuScale Power (SMR) Markel (MKL) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Hilton (HLT) BWX Technologies (BWXT) Canadian Pacific (CP)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Topicus (TOI/V TOITF) QXO (QXO) Centrus Energy (LEU)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Brookfield Corp (BN) DigitalBridge Preferreds Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Topicus (TOI/V TOITF) Acacia Research (ACTG) Chapters Group (CHG/DE)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Bill Ackman Howard Hughes Holdings (HHH) Friday File
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags WIngstop (WING) WESCO (WCC) Markel (MKL)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Kinsale Capital (KNSL) Friday File W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags gold Friday File Hertz (HTZ)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Friday File Berkshire Hathaway (BRK/B) Boardwalk Pipeline Partners (BWP)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Vox Royalty (VOXR) Sandstorm Gold (SAND SSL/TO) Royal Gold (RGLD)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Par Technology (PAR) Stocks Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Keysight (KEYS) SSR Mining (SSRM) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Kinsale Capital (KNSL) ProShares UltraPro QQQ (TQQQ) Wheaton Precious Metals (WPM)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags ProShares Short S&P 500 ETF (SH) Rigetti Computing (RGTI) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Primecap Odyssey Growth (POGRX) Pershing Square Holdings (PSH/AS PSHZF) iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
From Stock Gumshoe
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