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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
May 15, 2026
Tags
Brookfield Asset Management (BAM)
Versamet Royalties (VMET)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
TransMedics (TMDX)
Stocks
Toast (TOST)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Alphabet (GOOGL GOOG)
Pershing Square (PS)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Vox Royalty (VOXR)
UnitedHealth Group (UNH)
Markel (MKL)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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Intuitive Surgical (ISRG)
Par Technology (PAR)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Markel (MKL)
Friday File
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Chubb (CB)
Guest Articles
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
BWX Technologies (BWXT)
Burford Capital (BUR)
Dorchester Minerals (DMLP)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Hershey (HSY)
Big Picture / Asset Allocation
YPF (YPF)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Alphabet (GOOGL GOOG)
Chevron (CVX)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Options or Futures
CompoSecure (CMPO)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
QXO (QXO)
Roku (ROKU)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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Royal Gold (RGLD)
BHP Billiton (BHP)
YieldMax Options Income ETFs
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Trade Note
Oklo (OKLO)
Nano Nuclear (NNE)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
American Financial Group (AFG)
Options or Futures
BigBear/ai (BBAI)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Universal Music Group (UMG/AS UMGNF)
Brookfield Corp (BN)
Uber
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Constellation Energy (CEG)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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DigitalBridge (DBRG)
Oklo (OKLO)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Arch Capital (ACGL)
RLI (RLI)
BWX Technologies (BWXT)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Pershing Square Holdings (PSH/L PSHZF)
Howard Hughes Holdings (HHH)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Friday File
teqnion
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Orogen (OGN/V OGNRF)
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Dakota Gold (DC)
SPDR Gold Shares (GLD)
Royal Gold (RGLD)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
The Big Secret on Wall Street (This Week)
CNA Financial (CNA)
Boardwalk Pipeline Partners (BWP)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Hovnanian Enterprises (HOV)
Preferred Stock
gold
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Keysight (KEYS)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Keysight (KEYS)
ALPS Alerian MLP (AMLP)
Trade Note
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
QXO (QXO)
Stocks
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Rigetti Computing (RGTI)
Meb Faber
Eagle Energy Metals
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Income Investing
Friday File
Glencore (GLEN/L GLNCY)
From
Stock Gumshoe
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