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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 Royal Gold (RGLD) Brookfield Asset Management (BAM) Vizsla Royalties (VROY/V VROYF)
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 Technology Pershing Square (PS) Pershing Square Holdings (PSH/L PSHZF)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Markel (MKL) Spring Valley Acquisition II (SVII) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Toast (TOST) Franco/Nevada (FNV) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Stellantis (STLA) Technology Peter Lynch
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Duke Energy (DUK) Chubb (CB) Royal Philips (PHG)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags ALPS Alerian MLP (AMLP) Diamondback Energy (FANG) Sitio Royalties (STR)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Big Picture / Asset Allocation Nvidia (NVDA) YPF (YPF)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Hershey (HSY) Synopsys (SNPS) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Dino Polska (DNP/W DNOPY) Chubb (CB) Standard Bio Tools (LAB)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Sky Harbour (SKYH) Big Picture / Asset Allocation QXO (QXO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Royal Gold (RGLD) YieldMax Options Income ETFs Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Nano Nuclear (NNE) BWX Technologies (BWXT) Trade Note
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags The Metals Company (TMC) GE Vernova (GEV) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Michael Cembalest Nvidia (NVDA) Solaris Resources (SLSR)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags iShares 1/5 Year TIPS Ladder ETF (LDRI) Lifco (LIFCO/B/ST) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Meta Platforms (META) Alphabet (GOOGL GOOG) Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Nvidia (NVDA) Arch Capital (ACGL) Tyler Technologies (TYL)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Bill Ackman Pershing Square Holdings (PSH/L PSHZF) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Markel (MKL) Teqnion (TEQ/ST) American Integrity Insurance (AII)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Kinsale Capital (KNSL) Altius Minerals (ALS/TO ATUSF) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Toast (TOST) Gold/Precious Metals & Mining Vox Royalty (VOXR)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Diamond Offshore (DO) Boardwalk Pipeline Partners (BWP) Friday File
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags DigitalBridge Preferreds Preferred Stock DigitalBridge (DBRG)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Keysight (KEYS) Par Technology (PAR) Broadridge Financial Solutions (BR)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Remy Cointreau (RCO/PA REMYY REMYF) Keysight (KEYS) Diageo (DEO)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Wheaton Precious Metals (WPM) Gold Royalty (GROY) QXO (QXO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags QXO (QXO) Equifund WisdomTree Japan SmallCap Dividend Fund (DFJ)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags The Trade Desk (TTD) Universal Music Group (UMG/AS UMGNF) Energy
From Stock Gumshoe
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