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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 Cerebras (CBRS) Vox Royalty (VOXR) WESCO (WCC)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags MercadoLibre (MELI) Howard Hughes Holdings (HHH) Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Howard Hughes Holdings (HHH) OpenAI Markel (MKL)
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 Friday File Par Technology (PAR) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags WIngstop (WING) Hershey (HSY) Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Vistra (VST) Talen Energy (TLN) Röko
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Vistra (VST) International General Insurance Holdings (IGIC) Wheaton Precious Metals (WPM)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Vistra (VST) Gold/Precious Metals & Mining Burford Capital (BUR)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags QXO (QXO) HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR))) GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Friday File Danaher (DHR) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags QXO (QXO) Big Picture / Asset Allocation Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Big Picture / Asset Allocation BHP Billiton (BHP) Global X Nasdaq Covered Call ETF (QYLD)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Brown & Brown (BRO) HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR))) Trade Note
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Vistra (VST) International General Insurance Holdings (IGIC) Energy
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Nike (NKE) GE Vernova (GEV) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Foreign Investments Friday File Jéronimo Martins (JRONY JRONF)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags WIngstop (WING) BWX Technologies (BWXT) Par Technology (PAR)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Sandstorm Gold (SAND SSL/TO) Arch Capital (ACGL) Nvidia (NVDA)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Acacia Research (ACTG) Friday File Pershing Square Holdings (PSH/L PSHZF)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Aspen Insurance (AHL) teqnion Friday File
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags AngloGold Ashanti Ltd/ (AU) Triple Flag Precious Metals (TFPM/TO) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Vox Royalty (VOXR) gold Dine Brands (DIN)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Friday File Diamond Offshore (DO) Boardwalk Pipeline Partners (BWP)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags DigitalBridge (DBRG) Preferred Stock DigitalBridge Preferreds
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Intuitive Surgical (ISRG) Stocks Shopify (SHOP)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags International General Insurance Holdings (IGIC) Remy Cointreau (RCO/PA REMYY REMYF) Keysight (KEYS)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Gold Royalty (GROY) QXO (QXO) Metalla Royalty & Streaming (MTA/V MTAFF)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Berkshire Hathaway (BRK/B) Beacon Roofing (BECN) IonQ (IONQ)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Royal Gold (RGLD) Pershing Square Holdings (PSH/AS PSHZF) SSR Mining (SSRM)
From Stock Gumshoe
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