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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 Markel (MKL) Elemental Royalty (ELE) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags MercadoLibre (MELI) Howard Hughes Holdings (HHH) Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Viper Energy (VNOM) Markel (MKL) OpenAI
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Sky Harbour (SKYH) Lennar (LEN) Canadian Pacific (CP)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Intuitive Surgical (ISRG) Westinghouse Centrus Energy (LEU)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags WIngstop (WING) Hershey (HSY) Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags CNH Industrial (CNHI) Guest Articles NRG Energy (NRG)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Markel (MKL) Constellation Energy (CEG) Viper Energy Partners (VNOM)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Northern Star Resources (NST/AX NESRF) Hershey (HSY) Royal Gold (RGLD)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags YPF (YPF) GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Friday File
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Friday File Heico (HEI) Illumina (ILMN)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags QXO (QXO) Big Picture / Asset Allocation Sky Harbour (SKYH)
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) Heritage Insurance (HRTG)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Friday File Oklo (OKLO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags QXO (QXO) Centrus Energy (LEU) Africa Oil (AOI/TO AOIFF)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Franco/Nevada (FNV) Uber Oklo (OKLO)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Friday File iShares iBonds Oct/ 2033 Term TIPS ETF Jéronimo Martins (JRONY JRONF)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Celsius Holdings (CELH) DigitalBridge (DBRG) Toast (TOST)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Sandstorm Gold (SAND SSL/TO) Tyler Technologies (TYL) Nvidia (NVDA)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Howard Hughes Holdings (HHH) Pershing Square Holdings (PSH/L PSHZF) Bill Ackman
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Evolution (EVO/ST EVVTY EVGGF) teqnion Friday File
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Chubb (CB) QXO (QXO) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags iShares Gold Trust (IAU) Sandstorm Gold (SAND SSL/TO) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Friday File Boardwalk Pipeline Partners (BWP) Diamond Offshore (DO)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Arch Capital (ACGL) Friday File Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Shopify (SHOP) Intuitive Surgical (ISRG) Stocks
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Pernod Ricard (RI/PA PRNDY PDRDF) Trade Note Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Kinsale Capital (KNSL) Berkshire Hathaway (BRK/B) Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Equifund QXO (QXO) WisdomTree Japan SmallCap Dividend Fund (DFJ)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Vox Royalty (VOXR) gold ETFs or Mutual Funds
From Stock Gumshoe
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