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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 Pershing Square USA (PSUS) Vizsla Royalties (VROY/V VROYF) Triple Flag Precious Metals (TFPM)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Howard Hughes Holdings (HHH) International General Insurance Holdings (IGIC) Amazon (AMZN)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Pershing Square (PS) Microsoft (MSFT) Meta Platforms (META)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Nucor (NUE) Evolution (EVO/ST EVVTY EVGGF) Union Pacific (UNP)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Celsius Holdings (CELH) Toast (TOST) Friday File
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Stellantis (STLA) Iveco (IVG/MI IVCGF) Amazon (AMZN)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Friday File Berkshire Hathaway (BRK/B) CNH Industrial (CNHI)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Viper Energy Partners (VNOM) Sitio Royalties (STR) Vistra (VST)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Big Picture / Asset Allocation PepsiCo (PEP) Vox Royalty (VOXR)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Royal Gold (RGLD) Synopsys (SNPS) Commonwealth Fusion Systems
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags International General Insurance Holdings (IGIC) TCW Compounders ETF (GRW) Markel (MKL)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Evolution (EVO/ST EVVTY EVGGF) Roku (ROKU) Friday File
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags JPMorgan Equity Premium Income ETF (JEPI) Wheaton Precious Metals (WPM) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR))) Nano Nuclear (NNE) Brown & Brown (BRO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Africa Oil (AOI/TO AOIFF) NuScale Power (SMR) QXO (QXO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Equinox Gold (EQX/V EQXFF) Royal Gold (RGLD) Canadian Pacific (CP)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags iShares iBonds Oct/ 2033 Term TIPS ETF Lifco (LIFCO/B/ST) Topicus (TOI/V TOITF)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Toast (TOST) Celsius Holdings (CELH) NuScale Power (SMR)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Toast (TOST) Berkshire Hathaway (BRK/B) Bill Ackman
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Friday File Acacia Research (ACTG) Bill Ackman
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags teqnion Berkshire Hathaway (BRK/B) Amazon (AMZN)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Altius Minerals (ALS/TO ATUSF) W/R/ Berkley (WRB) AngloGold Ashanti Ltd/ (AU)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags gold Travelers (TRV) Friday File
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Berkshire Hathaway (BRK/B) Loews (L) CNA Financial (CNA)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Vox Royalty (VOXR) Morgan Housel Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Broadridge Financial Solutions (BR) Keysight (KEYS) Stocks
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Big Picture / Asset Allocation Berkshire Hathaway (BRK/B) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Northern Dynasty Minerals (NAK NDM/TO) Gold/Precious Metals & Mining Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Beacon Roofing (BECN) Jeffrey Gundlach Friday File
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Gold/Precious Metals & Mining The Trade Desk (TTD) Nvidia (NVDA)
From Stock Gumshoe
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