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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
Stocks
Vox Royalty (VOXR)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
W/R/ Berkley (WRB)
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Trade Note
Permian Basin Royalty Trust (PBT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Intuitive Surgical (ISRG)
NuScale Power (SMR)
Travelers (TRV)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Lennar (LEN)
Pershing Square Holdings (PSH/AS PSHZF)
Bill Ackman
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Kinsale Capital (KNSL)
Friday File
Intel (INTC)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Unity Software (U)
Schrodinger (SDGR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
Tags
Chubb (CB)
Friday File
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
Tags
Cameco (CCJ)
BWX Technologies (BWXT)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Exor (EXO/AS EXXRF)
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Trade Note
Big Picture / Asset Allocation
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Markel (MKL)
ValueAct Capital
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Hedging
Chubb (CB)
Oxford Nanopore (ONT/L ONTTF)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Brown & Brown (BRO)
International General Insurance Holdings (IGIC)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Cameco (CCJ)
BWX Technologies (BWXT)
Homestake
From
Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
Tags
Uranium Energy Corp/ (UEC)
Brookfield Corp (BN)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Franco/Nevada (FNV)
Friday File
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Markel (MKL)
Trade Note
Beazley (BEZ/L BZYLF)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
AngloGold Ashanti Ltd/ (AU)
Orogen (OGN/V OGNRF)
John Doody
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Berkshire Hathaway (BRK/B)
Friday File
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Osisko Mining (OSK/TO OBNNF)
Royal Gold (RGLD)
Trade Note
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
Tags
Atkore (ATKR)
MarketWise (MKTW)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Shopify (SHOP)
Porter Stansberry
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Markel (MKL)
Vicarious Surgical (RBOT)
Trade Note
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Friday File
Tesla Motors (TSLA)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Roku (ROKU)
Royal Gold (RGLD)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Intuitive Surgical (ISRG)
The Trade Desk (TTD)
Atkore (ATKR)
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
Office Properties Income Trust (OPI)
Evolution (EVO/ST EVVTY EVGGF)
Interactive Brokers (IBKR)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
David Poppe
Bob Robotti
Trade Note
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Tom Gardner
W/R/ Berkley (WRB)
Kinsale Capital (KNSL)
From
Stock Gumshoe
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