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Latest News about Friday File
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Friday File
CNH Industrial (CNHI)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Grail Technologies
IronSource (IS)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Dream Finders Homes (DFH)
Friday File
Medical Properties Trust (MPW)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Twist Bioscience (TWST)
CNH Industrial (CNHI)
Exor (EXO/MI EXXRF)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Vale S/A/ (VALE)
Alphabet (GOOGL GOOG)
Comcast (CMCSA)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
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Friday File
Tom Gardner
IAA (IAA)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Public Storage (PSA)
Berkshire Hathaway (BRK/B)
Davita (DVA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Ginkgo BIoworks (DNA)
Innovative Industrial Properties (IIPR)
Comcast (CMCSA)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Lightspeed POS (LSPD)
Trade Note
Medical Properties Trust (MPW)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Smith/Midland (SMID)
Topicus (TOI/V TOITF)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Big Picture / Asset Allocation
Wal/Mart (WMT)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
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Dream Finders Homes (DFH)
Switch (SWCH)
Upstart Holdings (UPST)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Friday File
Trade Note
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Off to Omaha
April 29, 2022
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Intuitive Surgical (ISRG)
Alphabet (GOOGL GOOG)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File Extra Note: Innovative Industrial Properties Short Attack
April 15, 2022
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W/P/ Carey (WPC)
Blue Orca
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Magic Software (MGIC)
Shopify (SHOP)
Galaxy Digital Holdings (GLXY/TO BRPHF)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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PetSmart
Boston Omaha (BOMN)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Berkshire Hathaway (BRK/B)
Fairfax Financial Holdings (FFH/TO FRFHF)
GAN ltd (GAN)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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$100K Lock Box
Trade Note
Technology
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Square (SQ)
Berkshire Hathaway (BRK/B)
Lightspeed POS (LSPD)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Netflix (NFLX)
Avantis International Small Cap Value (AVDV)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
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Brown & Brown (BRO)
Intel (INTC)
Rheinmetall (RHM/DE RNMBF RNMBY)
From
Stock Gumshoe
Friday File: A Couple Minor Updates
February 24, 2022
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Friday File
Medical Properties Trust (MPW)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Royal Gold (RGLD)
Sea Ltd (SE)
Fastly (FSLY)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Construction Partners (ROAD)
Trade Note
CGM Focus Fund (CGMFX)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Electronic Arts (EA)
Technology
PayPal (PYPL)
From
Stock Gumshoe
Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Nova Royalty Corp/ (NOVR/V NOVRF)
Goosehead Insurance (GSHD)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Roku (ROKU)
Sandstorm Gold (SAND SSL/TO)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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Intuitive Surgical (ISRG)
Nvidia (NVDA)
WESCO (WCC)
From
Stock Gumshoe
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