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Latest News about Friday File

Recent news which mentions Friday File

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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
Tags Kinsale Capital (KNSL) Shopify (SHOP) Roku (ROKU)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags American Financial Group (AFG) Atkore (ATKR) Markel (MKL)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Permian Basin Royalty Trust (PBT) Nvidia (NVDA) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags ETFs or Mutual Funds Vistra (VST) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
Tags Meta Platforms (META) Brookfield Asset Management (BAM) Bill Ackman
From Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
Tags Howard Marks Technology Markel (MKL)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags GameStop (GME) Big Picture / Asset Allocation Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: So Long, 2024
Tags Acacia Research (ACTG) Chubb (CB) WIngstop (WING)
From Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
Tags Mondelez International (MDLZ) Brookfield Renewable Energy (BEP) Markel (MKL)
From Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
Tags Exor (EXO/AS EXXRF) Vox Royalty (VOXR) Friday File
From Stock Gumshoe
Friday File: Odds of Success?
Tags Penguin Solutions (PENG) (was SMART Global) Atkore (ATKR) Roku (ROKU)
From Stock Gumshoe
Friday File: Who’s Buying What?
Tags Dollar General (DG) CNH Industrial (CNHI) Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Tricks and Treats
Tags Pernod Ricard (RI/PA PRNDY PDRDF) Technology Markel (MKL)
From Stock Gumshoe
Friday File: Better and Cheaper?
Tags Evolution (EVO/ST EVVTY EVGGF) Porter Stansberry Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
Tickers GOLD OKLO
Tags Osisko Gold Royalties (OR) Cameco (CCJ) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
Tickers OKLO
Tags Van Eck Uranium + Nuclear Energy (NLR) enCore Energy (EU/V ENCUF) nuclear power
From Stock Gumshoe
Friday File: Double Buy in Gold?
Tags Orogen (OGN/V OGNRF) royalties Brookfield Corp (BN)
From Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
Tags Constellation Energy (CEG) Hiscox (HSX/L HCXLY) Fairfax Financial Holdings (FFH/TO FRFHF)
From Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
Tickers GOLD
Tags Golden Portfoliio Ely Gold Royalties (ELY/V ELYGF) Garrett Goggin
From Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
Tags Nvidia (NVDA) Davide Campari/Milano (CPR/MI DVDCF DVCMY) Remy Cointreau (RCO/PA REMYY REMYF)
From Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
Tickers GOLD
Tags Sandstorm Gold (SAND SSL/TO) Trade Note The Trade Desk (TTD)
From Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
Tags Berkshire Hathaway (BRK/B) Pershing Square Holdings (PSH/AS PSHZF) Atkore (ATKR)
From Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
Tags Shopify (SHOP) Toast (TOST) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
Tags Markel (MKL) Pershing Square USA (PSUS) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Repligen (RGEN) Nvidia (NVDA) Africa Oil (AOI/TO AOIFF)
From Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
Tags Pershing Square Holdings (PSH/AS PSHZF) Evolution (EVO/ST EVVTY EVGGF) Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
Tags Atkore (ATKR) Intuitive Surgical (ISRG) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
Tickers OKLO
Tags Kopin (KOPN) NuScale Power (SMR) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
Tags Touk Sinantha Diageo (DEO) Friday File
From Stock Gumshoe
Friday File: Social Inflation Winner?
Tags Porter Stansberry Agilysys (AGYS) Par Technology (PAR)
From Stock Gumshoe
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