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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 Aurora Innovation (AUR) Friday File Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Friday File Big Picture / Asset Allocation Stocks
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Markel (MKL) Viper Energy (VNOM) OpenAI
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags OpenAI Canadian National Railway (CNI) Lamar Advertising (LAMR)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags First Quantum Minerals (FM/TO FQVLF) Medtronic (MDT) Celsius Holdings (CELH)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Stocks Nvidia (NVDA) Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Chubb (CB) Duke Energy (DUK) Royal Philips (PHG)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Chubb (CB) Coinbase (COIN) Black Stone Minerals (BSM)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Triple Flag Precious Metals (TFPM/TO) Dakota Gold (DC) Trade Note
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Royal Gold (RGLD) Alphabet (GOOGL GOOG) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Friday File Heico (HEI) Illumina (ILMN)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Boston Omaha (BOC) Roku (ROKU) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Big Picture / Asset Allocation Global X Nasdaq Covered Call ETF (QYLD) Friday File
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Oklo (OKLO) Friday File
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags GE Vernova (GEV) The Metals Company (TMC) BigBear/ai (BBAI)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Uber Franco/Nevada (FNV) gold
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Constellation Software (CSU/TO CNSWF) Chapters Group (CHG/DE) Topicus (TOI/V TOITF)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Vox Royalty (VOXR) Brookfield Corp (BN) Chubb (CB)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Sandstorm Gold (SAND SSL/TO) Tyler Technologies (TYL) Nvidia (NVDA)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Howard Hughes Holdings (HHH) Pershing Square Holdings (PSH/L PSHZF) Bill Ackman
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Domino's Pizza (DPZ) IPO Hershey (HSY)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags AngloGold Ashanti Ltd/ (AU) W/R/ Berkley (WRB) Orogen (OGN/V OGNRF)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Sandstorm Gold (SAND SSL/TO) iShares Gold Trust (IAU) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Loews (L) Berkshire Hathaway (BRK/B) CNA Financial (CNA)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Hovnanian Enterprises (HOV) Morgan Housel gold
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Shopify (SHOP) Stocks Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Trade Note Pernod Ricard (RI/PA PRNDY PDRDF) SSR Mining (SSRM)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Big Picture / Asset Allocation Stocks Friday File
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags International General Insurance Holdings (IGIC) Stellantis (STLA) Hedging
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags The Trade Desk (TTD) Energy Universal Music Group (UMG/AS UMGNF)
From Stock Gumshoe
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