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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
Vizsla Royalties (VROY/V VROYF)
Pershing Square USA (PSUS)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
BWX Technologies (BWXT)
Amazon (AMZN)
Viper Energy (VNOM)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Markel (MKL)
Friday File
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Evolution (EVO/ST EVVTY EVGGF)
Cloudflare (NET)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Franco/Nevada (FNV)
Par Technology (PAR)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Brown & Brown (BRO)
Peter Lynch
Technology
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Vistra (VST)
Duke Energy (DUK)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Vistra (VST)
Big Picture / Asset Allocation
Atlas Energy (ATLE/V CANSD)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Gold/Precious Metals & Mining
Vox Royalty (VOXR)
PepsiCo (PEP)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Röko
Standard Bio Tools (LAB)
Friday File
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
Evolution (EVO/ST EVVTY EVGGF)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Big Picture / Asset Allocation
Diageo (DEO)
Global X Nasdaq Covered Call ETF (QYLD)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Friday File
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Energy
The Metals Company (TMC)
Friday File
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
gold
Big Picture / Asset Allocation
Solaris Resources (SLSR)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Chapters Group (CHG/DE)
Centrus Energy (LEU)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Oklo (OKLO)
DigitalBridge (DBRG)
Vistra (VST)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Tyler Technologies (TYL)
Friday File
Vistra (VST)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Pershing Square Holdings (PSH/L PSHZF)
Howard Hughes Holdings (HHH)
Bill Ackman
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
WESCO (WCC)
Aspen Insurance (AHL)
Trade Note
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
AngloGold Ashanti Ltd/ (AU)
Chubb (CB)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Friday File
Travelers (TRV)
Vox Royalty (VOXR)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Berkshire Hathaway (BRK/B)
Loews (L)
Diamond Offshore (DO)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Royal Gold (RGLD)
Arch Capital (ACGL)
Morgan Housel
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Trade Note
Shopify (SHOP)
Stocks
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
ALPS Alerian MLP (AMLP)
Keysight (KEYS)
Trade Note
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
NatGold
Franco/Nevada (FNV)
ProShares UltraPro QQQ (TQQQ)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Alphabet (GOOGL GOOG)
Ferrari (RACE)
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Stocks
QXO (QXO)
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From
Stock Gumshoe
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