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Latest News about Friday File

Recent news which mentions Friday File

< Previous 1 2 3 4 5 6 Next >
Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags Vox Royalty (VOXR) Acacia Research (ACTG) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags Friday File Berkshire Hathaway (BRK/B) International General Insurance Holdings (IGIC)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags Brown & Brown (BRO) Markel (MKL) Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers UBER
Tags Pershing Square Holdings (PSH/L PSHZF) Howard Hughes Holdings (HHH) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags The Trade Desk (TTD) Franco/Nevada (FNV) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags Stellantis (STLA) Amazon (AMZN) Peter Lynch
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags Exor (EXO/AS EXXRF) BWX Technologies (BWXT) Stellantis (STLA)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags Trade Note Big Picture / Asset Allocation Sitio Royalties (STR)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags WPP Group (WPPGY) Vox Royalty (VOXR) Amazon (AMZN)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags Trade Note QXO (QXO) YPF (YPF)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags Friday File Berkshire Hathaway (BRK/B) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags Boston Omaha (BOC) Sky Harbour (SKYH) Oklo (OKLO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags Wheaton Precious Metals (WPM) NatGold Lundin Mining (LUN/TO LUNMF)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags Oklo (OKLO) Westinghouse Brown & Brown (BRO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags QXO (QXO) Big Picture / Asset Allocation Centrus Energy (LEU)
From Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Nike (NKE) Sandstorm Gold (SAND SSL/TO) Universal Music Group (UMG/AS UMGNF)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags Dino Polska (DNP/W DNOPY) Oklo (OKLO) Topicus (TOI/V TOITF)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags BWX Technologies (BWXT) Vox Royalty (VOXR) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags American Financial Group (AFG) Kinsale Capital (KNSL) Constellation Software (CSU/TO CNSWF)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags Pershing Square Holdings (PSH/L PSHZF) Friday File Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers IPO SILVER
Tags Brown & Brown (BRO) Markel (MKL) Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags Big Picture / Asset Allocation Trade Note QXO (QXO)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers GOLD
Tags Toast (TOST) Gold/Precious Metals & Mining Friday File
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags Diamond Offshore (DO) Boardwalk Pipeline Partners (BWP) CNA Financial (CNA)
From Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers GOLD
Tags Vox Royalty (VOXR) gold Hovnanian Enterprises (HOV)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags Stocks Keysight (KEYS) Shopify (SHOP)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags Diageo (DEO) Pernod Ricard (RI/PA PRNDY PDRDF) Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags Triple Flag Precious Metals (TFPM/TO) Northern Dynasty Minerals (NAK NDM/TO) Hedging
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags Iveco (IVG/MI IVCGF) Stellantis (STLA) Barry Ritholz
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers GOLD
Tags gold Acacia Research (ACTG) Income Investing
From Stock Gumshoe
< Previous 1 2 3 4 5 6 Next >
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