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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Model N (MODN)
BWX Technologies (BWXT)
Plug power (PLUG)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Bob Robotti
GoDaddy (GDDY)
Towne Bank (TOWN)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Alphabet (GOOGL GOOG)
Markel (MKL)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Vistra (VST)
options
Kopin (KOPN)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Acacia Research (ACTG)
John Deere (DE)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Chubb (CB)
Netflix (NFLX)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
The Trade Desk (TTD)
Nvidia (NVDA)
Mitchell Rales
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Standard Bio Tools (LAB)
W/R/ Berkley (WRB)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
DigitalBridge (DBRG)
DigitalBridge Preferreds
Friday File
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
options
Model N (MODN)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Oxford Nanopore (ONT/L ONTTF)
HOOKIPA Pharma (HOOK)
AlloVir (ALVR)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Chapters Group (CHG/DE)
Trump Media & Technology (DWAC SPAC)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Dino Polska (DNP/W DNOPY)
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Acacia Research (ACTG)
Equitrans (ETRN)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Qurate (QRTEA QRTEB)
cryptocurrencies
Par Technology (PAR)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Kinsale Capital (KNSL)
Tom Poppe
Sequoia
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
SoundHound AI (SOUN)
The Trade Desk (TTD)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Corp (BN)
Yiren Digital (YRD)
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
WESCO (WCC)
Markel (MKL)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
W/R/ Berkley (WRB)
Remy Cointreau (RCO/PA REMYY REMYF)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Standard Bio Tools (LAB)
SomaLogic (SLGC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Medical Properties Trust (MPW)
Remy Cointreau (RCO/PA REMYY REMYF)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Pernot Ricard (RI/PA PRNDY)
Evolution (EVO/ST EVVTY EVGGF)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Markel (MKL)
Alphabet (GOOGL GOOG)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Charlie Munger
Keysight (KEYS)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Danaher (DHR)
Pershing Square Holdings (PSH/AS PSHZF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Par Technology (PAR)
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
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