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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
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Stem (STEM)
Berkshire Hathaway (BRK/B)
Vistra (VST)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Jim Tringas
Ashtead Group (ASHTY ASHTF)
Charlie Munger
From
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Friday File: Social Inflation Winner?
June 14, 2024
Tags
Omni Bridgeway (OBL/AX IMMFF)
W/R/ Berkley (WRB)
Trade Note
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
nuclear power
BWX Technologies (BWXT)
Apple (AAPL)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Boston Omaha (BOC)
Trade Note
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
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Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Netflix (NFLX)
John Deere (DE)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Trade Note
Boston Omaha (BOC)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Chapters Group (CHG/DE)
Lockheed Martin (LMT)
Markel (MKL)
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Boston Omaha (BOC)
W/R/ Berkley (WRB)
Trade Note
From
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Hedging
MFA Financial (MFA)
AG Mortgage Investment Trust (MITT)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Vaulted
Sandstorm Gold (SAND SSL/TO)
Friday File
From
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Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
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Altius Renewable Royalties (ARR/TO ATRWF)
Carisma Therapeutics (CARM)
JW Therapeutics (JWCTF)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Par Technology (PAR)
Friday File
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Acacia Research (ACTG)
obesity
Market Vectors Junior Gold Miners ETF (GDXJ)
From
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Trade Note
EQT (EQT)
Equitrans (ETRN)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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ALPS Alerian MLP (AMLP)
Africa Oil (AOI/TO AOIFF)
Bitcoin (BTC)
From
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Arista Networks (ANET)
Markel (MKL)
Kinsale Capital (KNSL)
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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Trade Note
Roku (ROKU)
Encore Wire (WIRE)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Alibaba (BABA)
Pershing Square
Foreign Investments
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Meta Platforms (META)
Friday File
Advanced Micro Devices (AMD)
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Kinder Morgan (KMI)
CNH Industrial (CNHI)
Markel (MKL)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Diageo (DEO)
Acacia Research (ACTG)
Liberty Sirius (LSXMA)
From
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Qurate (QRTEA QRTEB)
Franco/Nevada (FNV)
Seabridge Gold (SA SEA/TO)
From
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Friday File: Fill up your Snifter
January 05, 2024
Tags
Brown/Forman (BFB BFA)
Big Picture / Asset Allocation
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
WESCO (WCC)
Shopify (SHOP)
Commodities / Natural Resources
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Amazon (AMZN)
Sky Harbour (SKYH)
Trade Note
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Keysight (KEYS)
Brookfield Corp (BN)
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Universal Music Group (UMG/AS UMGNF)
Friday File
Software Circle (SFT/L)
From
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
The Trade Desk (TTD)
Par Technology (PAR)
Friday File
From
Stock Gumshoe
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