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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: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
Tags
Roku (ROKU)
Shopify (SHOP)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Markel (MKL)
Pershing Square Holdings (PSH/AS PSHZF)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Nvidia (NVDA)
Brookfield Corp (BN)
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ETFs or Mutual Funds
Vistra (VST)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Goosehead Insurance (GSHD)
Lennar (LEN)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Kinsale Capital (KNSL)
Nvidia (NVDA)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Kinsale Capital (KNSL)
Tiptree (TIPT)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
Tags
Acacia Research (ACTG)
Friday File
Diageo (DEO)
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
Tags
Oklo (OKLO)
Friday File
Chuck Akre
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Kinsale Capital (KNSL)
Brookfield Corp (BN)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Atkore (ATKR)
Penguin Solutions (PENG) (was SMART Global)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Dino Polska (DNP/W DNOPY)
WESCO (WCC)
Trade Note
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Brookfield Corp (BN)
Cloudbreak Discovery (CDL/L)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Porter Stansberry
Kinsale Capital (KNSL)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Marin Katusa
Brookfield Corp (BN)
Falco Resources (FPC/V FPRGF)
From
Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
Tags
Entergy (ETR)
Westinghouse
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Triple Flag Precious Metals (TFPM/TO)
Deterra Royalties (DRR/AX)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
W/R/ Berkley (WRB)
Burford Capital (BUR)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
Gold Royalty (GROY)
Orogen (OGN/V OGNRF)
Garrett Goggin
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Nvidia (NVDA)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Franco/Nevada (FNV)
Osisko Mining (OSK/TO OBNNF)
Guest Articles
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
Tags
Burford Capital (BUR)
Alphabet (GOOGL GOOG)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Broadridge Financial Solutions (BR)
The Trade Desk (TTD)
Trade Note
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Vicarious Surgical (RBOT)
Acacia Research (ACTG)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
The Trade Desk (TTD)
Domino's Pizza (DPZ)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Toast (TOST)
Dream Finders Homes (DFH)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Atkore (ATKR)
Intuitive Surgical (ISRG)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Nvidia (NVDA)
Atkore (ATKR)
Rolls/Royce (RR/L RYCEY RYCEF)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
United Rentals (URI)
Trade Note
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Microsoft (MSFT)
Trade Note
YPF (YPF)
From
Stock Gumshoe
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