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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags WIngstop (WING) Markel (MKL) Technology
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Friday File: LAB, Rainwater, Insurance and Berkshire
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Tags Friday File Chubb (CB) CompoSecure (CMPO)
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Friday File: More Gold, Switching Insurers, and Fading Brad
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Tags Big Picture / Asset Allocation Royal Gold (RGLD) Options or Futures
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags Equifund Iveco (IVG/MI IVCGF) International General Insurance Holdings (IGIC)
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags MFA Financial (MFA) AG Mortgage Investment Trust (MITT) Super Micro Computer (SMCI)
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers GOLD
Tags Nvidia (NVDA) Stellantis (STLA) Clarivate (CLVT)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags Friday File Options or Futures S&P 500 ETF (SPY)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers UBER
Tags DoorDash (DASH) Options or Futures Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
Tags Oxford Income Letter Osisko Gold Royalties (OR) MPLX (MPLX)
From Stock Gumshoe
Friday File: Freaking Out
September 24, 2021
Tags Medical Properties Trust (MPW) Gold Royalty (GROY) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
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