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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 Microsoft (MSFT) Brookfield Corp (BN) Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Amrize (AMRZ) Rayonier (RYN) MercadoLibre (MELI)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Nvidia (NVDA) Meta Platforms (META) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags CSX Corp (CSX) Perplexity Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Brookfield Corp (BN) The Trade Desk (TTD) Oklo (OKLO)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Options or Futures Nvidia (NVDA) WIngstop (WING)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Kinsale Capital (KNSL) Chubb (CB) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Burford Capital (BUR) PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ) Travelers (TRV)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Trade Note Friday File Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) QXO (QXO) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Dino Polska (DNP/W DNOPY) Select STOXX Europe Aerospace & Defense ETF (EUAD) CompoSecure (CMPO)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Big Picture / Asset Allocation Burford Capital (BUR) Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Heritage Insurance (HRTG) Royal Gold (RGLD) YieldMax Options Income ETFs
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Friday File Trade Note Westinghouse
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Vistra (VST) Constellation Energy (CEG) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags GE Vernova (GEV) Franco/Nevada (FNV) Uber
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Westinghouse Centrus Energy (LEU) Friday File
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Friday File Alphabet (GOOGL GOOG) Par Technology (PAR)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Friday File American Financial Group (AFG) Arch Capital (ACGL)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Friday File Acacia Research (ACTG) Bill Ackman
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags teqnion Berkshire Hathaway (BRK/B) Amazon (AMZN)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Big Picture / Asset Allocation Orogen (OGN/V OGNRF) Markel (MKL)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Toast (TOST) Vox Royalty (VOXR) Dakota Gold (DC)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Loews (L) Berkshire Hathaway (BRK/B) The Big Secret on Wall Street (This Week)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Royal Gold (RGLD) Hovnanian Enterprises (HOV) Preferred Stock
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Broadridge Financial Solutions (BR) Keysight (KEYS) Shopify (SHOP)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Berkshire Hathaway (BRK/B) Big Picture / Asset Allocation Markel (MKL)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Metalla Royalty & Streaming (MTA/V MTAFF) Royal Gold (RGLD) NatGold
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Meb Faber ETFs or Mutual Funds Eagle Energy Metals
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Glencore (GLEN/L GLNCY) Pershing Square Holdings (PSH/AS PSHZF) Energy
From Stock Gumshoe
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