December 11th, 2017
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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 Versamet Royalties (VMET) Pershing Square Holdings (PSH/L PSHZF) Markel (MKL)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags International General Insurance Holdings (IGIC) TransMedics (TMDX) Toast (TOST)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Friday File Stocks Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Canadian Pacific (CP) Lennar (LEN) Union Pacific (UNP)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Triple Flag Precious Metals (TFPM/TO) BWX Technologies (BWXT) Par Technology (PAR)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Kinsale Capital (KNSL) Amazon (AMZN) Technology
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Friday File Exor (EXO/AS EXXRF) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags ALPS Alerian MLP (AMLP) Diamondback Energy (FANG) Sitio Royalties (STR)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags YPF (YPF) Stocks Big Picture / Asset Allocation
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Eni (E) Sandstorm Gold (SAND SSL/TO) Synopsys (SNPS)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Friday File W/R/ Berkley (WRB) Danaher (DHR)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Evolution (EVO/ST EVVTY EVGGF) Friday File Oklo (OKLO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags American Integrity Insurance (AII) Heritage Insurance (HRTG) Wheaton Precious Metals (WPM)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Nano Nuclear (NNE) BWX Technologies (BWXT) Trade Note
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Friday File American Financial Group (AFG) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Amazon (AMZN) Universal Music Group (UMG/AS UMGNF) Pershing Square Holdings (PSH/L PSHZF)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Lifco (LIFCO/B/ST) iShares 1/5 Year TIPS Ladder ETF (LDRI) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Friday File Domino's Pizza (DPZ) Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Acacia Research (ACTG) Chubb (CB) RLI (RLI)
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 Markel (MKL) Teqnion (TEQ/ST) American Integrity Insurance (AII)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Markel (MKL) QXO (QXO) Chubb (CB)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Gold/Precious Metals & Mining Toast (TOST) Hertz (HTZ)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags CNA Financial (CNA) The Big Secret on Wall Street (This Week) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Arch Capital (ACGL) Friday File Royal Gold (RGLD)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Par Technology (PAR) Keysight (KEYS) Trade Note
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags SSR Mining (SSRM) Hershey (HSY) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Vox Royalty (VOXR) ProShares UltraPro QQQ (TQQQ) Markel (MKL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Barry Ritholz Friday File Iveco (IVG/MI IVCGF)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT) iShares 1/5 Year TIPS Ladder ETF (LDRI) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
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