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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Vistra (VST)
Encore Wire (WIRE)
Office Properties Income Trust (OPI)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Kyndryl (KD)
Touk Sinantha
Ashtead Group (ASHTY ASHTF)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Omni Bridgeway (OBL/AX IMMFF)
Burford Capital (BUR)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Paradigm Mastermind Group
Credo Technology (CRDO)
Kopin (KOPN)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Trade Note
Pernod Ricard (RI/PA PRNDY PDRDF)
UIPath (PATH)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Friday File
Acacia Research (ACTG)
Meb Faber
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Danaher (DHR)
Trade Note
Roku (ROKU)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Friday File
Evolution (EVO/ST EVVTY EVGGF)
Trade Note
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Intuitive Surgical (ISRG)
Super Micro Computer (SMCI)
Invesco preferred ETF (PGX)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
gold
American Tower (AMT)
Vaulted
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Commodities / Natural Resources
Cara Therapeutics (CARA)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Trade Note
Par Technology (PAR)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Trade Note
Hermes (RMS/PA HESAY)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Friday File
Acacia Research (ACTG)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Trade Note
Bitcoin (BTC)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Sequoia
Tom Poppe
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
John Deere (DE)
Roku (ROKU)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Trade Note
Pershing Square
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
WESCO (WCC)
Chubb (CB)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
McCormick (MKC)
Exor (EXO/AS EXXRF)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Trade Note
Pernod Ricard (RI/PA PRNDY PDRDF)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Par Technology (PAR)
Roku (ROKU)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Pernot Ricard (RI/PA PRNDY)
Friday File
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Intuitive Surgical (ISRG)
Huntington Ingalls Industries (HII)
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Sky Harbour (SKYH)
Apple (AAPL)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
WESCO (WCC)
Brookfield Corp (BN)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Lowe's (LOW)
Chris Mayer
Software Circle (SFT/L)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Par Technology (PAR)
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
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