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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
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Brookfield Asset Management (BAM)
Versamet Royalties (VMET)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Stocks
TransMedics (TMDX)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Big Picture / Asset Allocation
Microsoft (MSFT)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Lennar (LEN)
NuScale Power (SMR)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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International General Insurance Holdings (IGIC)
Toast (TOST)
Vistra (VST)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Stellantis (STLA)
Exor (EXO/AS EXXRF)
Markel (MKL)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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W/R/ Berkley (WRB)
Chubb (CB)
Guest Articles
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Wheaton Precious Metals (WPM)
Income Investing
Friday File
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Burford Capital (BUR)
Triple Flag Precious Metals (TFPM/TO)
Dakota Gold (DC)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Burford Capital (BUR)
NuScale Power (SMR)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Heico (HEI)
US Global Technology and Aerospace & Defense ETF (WAR)
Danaher (DHR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Friday File
Boston Omaha (BOC)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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Big Picture / Asset Allocation
Diageo (DEO)
Global X Nasdaq Covered Call ETF (QYLD)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Trade Note
Nano Nuclear (NNE)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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Franco/Nevada (FNV)
Constellation Energy (CEG)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Friday File
Hilton (HLT)
Solaris Resources (SLSR)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
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iShares iBonds Oct/ 2035 Term TIPS ETF
Lifco (LIFCO/B/ST)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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Domino's Pizza (DPZ)
WIngstop (WING)
Brookfield Asset Management (BAM)
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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Arch Capital (ACGL)
RLI (RLI)
BWX Technologies (BWXT)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Howard Hughes Holdings (HHH)
Pershing Square Holdings (PSH/L PSHZF)
Friday File
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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IPO
Brown & Brown (BRO)
silver
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Intuitive Surgical (ISRG)
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
Dine Brands (DIN)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Friday File
Diamond Offshore (DO)
Loews (L)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Arch Capital (ACGL)
Royal Gold (RGLD)
Morgan Housel
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Par Technology (PAR)
Trade Note
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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ALPS Alerian MLP (AMLP)
Keysight (KEYS)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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NatGold
Franco/Nevada (FNV)
ProShares UltraPro QQQ (TQQQ)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Alphabet (GOOGL GOOG)
Ferrari (RACE)
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Universal Music Group (UMG/AS UMGNF)
Pershing Square Holdings (PSH/AS PSHZF)
ETFs or Mutual Funds
From
Stock Gumshoe
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