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Latest News about Friday File
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
Tags
Stocks
Vox Royalty (VOXR)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Amazon (AMZN)
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Sabine Royalty Trust (SBR)
Westinghouse
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Travelers (TRV)
Intuitive Surgical (ISRG)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Brookfield Asset Management (BAM)
Fannie Mae (FNMA)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
D/Wave Quantum (QBTS)
Technology
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Domino's Pizza (DPZ)
Tiptree (TIPT)
WIngstop (WING)
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
Tags
Butterfly Network (BFLY)
Diageo (DEO)
WIngstop (WING)
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
Tags
Brown & Brown (BRO)
BWX Technologies (BWXT)
Cameco (CCJ)
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Stellantis (STLA)
Intuitive Surgical (ISRG)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Trade Note
Big Picture / Asset Allocation
Roku (ROKU)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Greenlight Capital Re (GLRE)
Dino Polska (DNP/W DNOPY)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Technology
Amazon (AMZN)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Kinsale Capital (KNSL)
Friday File
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Apple (AAPL)
Areva (AREVA/PA ARVCF)
Trade Note
From
Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
Tags
Curtiss/Wright (CW)
Friday File
BHP Billiton (BHP)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Income Investing
Market Vectors Gold Miners ETF (GDX)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Constellation Energy (CEG)
Fairfax Financial Holdings (FFH/TO FRFHF)
Vistra (VST)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
Garrett Goggin
Franco/Nevada (FNV)
Guest Articles
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Intuitive Surgical (ISRG)
Sandstorm Gold (SAND SSL/TO)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
Tags
Nike (NKE)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Berkshire Hathaway (BRK/B)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Celsius Holdings (CELH)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Netflix (NFLX)
Advanced Micro Devices (AMD)
Repligen (RGEN)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Friday File
Dino Polska (DNP/W DNOPY)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Nvidia (NVDA)
Atkore (ATKR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Terrapower
Stem (STEM)
$100K Lock Box
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Sequoia
John Fox
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Par Technology (PAR)
YPF (YPF)
Tom Gardner
From
Stock Gumshoe
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