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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
May 15, 2026
Tags
Vizsla Royalties (VROY/V VROYF)
Triple Flag Precious Metals (TFPM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Par Technology (PAR)
Friday File
Rayonier (RYN)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Pershing Square USA (PSUS)
Viper Energy (VNOM)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Nano Nuclear (NNE)
Vox Royalty (VOXR)
Bank of America (BAC)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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Par Technology (PAR)
Friday File
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Amazon (AMZN)
Markel (MKL)
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
CNH Industrial (CNHI)
Alphabet (GOOGL GOOG)
NRG Energy (NRG)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Viper Energy Partners (VNOM)
PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)
Atlas Energy (ATLE/V CANSD)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Stocks
Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Chevron (CVX)
QXO (QXO)
Home Depot (HD)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Kinsale Capital (KNSL)
Thermo Fisher Scientific (TMO)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
Burford Capital (BUR)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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JPMorgan Equity Premium Income ETF (JEPI)
NatGold
Diageo (DEO)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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BWX Technologies (BWXT)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Options or Futures
Triple Flag Precious Metals (TFPM/TO)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Alphabet (GOOGL GOOG)
Universal Music Group (UMG/AS UMGNF)
Hilton (HLT)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
iShares iBonds Oct/ 2033 Term TIPS ETF
Dino Polska (DNP/W DNOPY)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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Toast (TOST)
Brookfield Asset Management (BAM)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Bill Ackman
American Financial Group (AFG)
Nvidia (NVDA)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Friday File
Howard Hughes Holdings (HHH)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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silver
Berkshire Hathaway (BRK/B)
Roku (ROKU)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Big Picture / Asset Allocation
Markel (MKL)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Trade Note
Royal Gold (RGLD)
Dakota Gold (DC)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
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Loews (L)
Diamond Offshore (DO)
CNA Financial (CNA)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Preferred Stock
DigitalBridge Preferreds
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Alphabet (GOOGL GOOG)
Par Technology (PAR)
Friday File
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Markel (MKL)
Remy Cointreau (RCO/PA REMYY REMYF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Sky Harbour (SKYH)
Friday File
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Big Picture / Asset Allocation
Beacon Roofing (BECN)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Tesla Motors (TSLA)
The Trade Desk (TTD)
Glencore (GLEN/L GLNCY)
From
Stock Gumshoe
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