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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 Aurora Innovation (AUR) Triple Flag Precious Metals (TFPM) Brookfield Asset Management (BAM)
    From Stock Gumshoe
    Friday File: Heavy Stuff, Oil, Toast, and Growth…
    Tags Amrize (AMRZ) Texas Pacific Land (TPL) MercadoLibre (MELI)
    From Stock Gumshoe
    Friday File: Alphabet Wins! Now What?
    Tags Meta Platforms (META) Texas Pacific Land (TPL) Pershing Square (PS)
    From Stock Gumshoe
    Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
    Tickers UBER
    Tags Uber Eagle Energy Metals Hilton (HLT)
    From Stock Gumshoe
    Friday File: Brookfield, Nuke Stories, Restaurants and more…
    Tags Celsius Holdings (CELH) Intuitive Surgical (ISRG) Medtronic (MDT)
    From Stock Gumshoe
    Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
    Tags Markel (MKL) Brown & Brown (BRO) Nvidia (NVDA)
    From Stock Gumshoe
    Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
    Tags W/R/ Berkley (WRB) Duke Energy (DUK) Ferrari (RACE)
    From Stock Gumshoe
    Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
    Tags International General Insurance Holdings (IGIC) Chubb (CB) Diamondback Energy (FANG)
    From Stock Gumshoe
    Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
    Tags Vox Royalty (VOXR) Amazon (AMZN) WPP Group (WPPGY)
    From Stock Gumshoe
    Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
    Tags BWX Technologies (BWXT) Commonwealth Fusion Systems Eni (E)
    From Stock Gumshoe
    Friday File: LAB, Rainwater, Insurance and Berkshire
    Tags Illumina (ILMN) Röko W/R/ Berkley (WRB)
    From Stock Gumshoe
    Friday File: Evolution, Boston Omaha, QXO and more…
    Tags Big Picture / Asset Allocation Roku (ROKU) QXO (QXO)
    From Stock Gumshoe
    Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
    Tags YieldMax Options Income ETFs Diageo (DEO) American Integrity Insurance (AII)
    From Stock Gumshoe
    Wednesday File: Another Nuclear Mania Story?
    Tags Nano Nuclear (NNE) BWX Technologies (BWXT) HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
    From Stock Gumshoe
    Friday File: More Gold, Switching Insurers, and Fading Brad
    Tags International General Insurance Holdings (IGIC) NuScale Power (SMR) GE Vernova (GEV)
    From Stock Gumshoe
    Friday File: Faith in the Future?
    Tickers GOLD UBER
    Tags Howard Hughes Holdings (HHH) BWX Technologies (BWXT) Amazon (AMZN)
    From Stock Gumshoe
    Friday File: Meanwhile, Across the Sea…
    Tags iShares iBonds Oct/ 2033 Term TIPS ETF Jéronimo Martins (JRONY JRONF) Westinghouse
    From Stock Gumshoe
    Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
    Tags WIngstop (WING) Brookfield Corp (BN) BWX Technologies (BWXT)
    From Stock Gumshoe
    Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
    Tags American Financial Group (AFG) Kinsale Capital (KNSL) Constellation Software (CSU/TO CNSWF)
    From Stock Gumshoe
    Trade Note: Can a Buffett Wannabe Make it Work?
    Tags Acacia Research (ACTG) Bill Ackman Howard Hughes Holdings (HHH)
    From Stock Gumshoe
    Friday File: Q1 Earningspalooza
    Tickers IPO SILVER
    Tags Roku (ROKU) Amazon (AMZN) teqnion
    From Stock Gumshoe
    Friday File: How Much to Pay for Slowing Growth?
    Tags Trade Note QXO (QXO) Triple Flag Precious Metals (TFPM/TO)
    From Stock Gumshoe
    Friday File: Toasting Gold until it Hertz?
    Tickers GOLD
    Tags iShares Gold Trust (IAU) Pershing Square Holdings (PSH/AS PSHZF) Travelers (TRV)
    From Stock Gumshoe
    Answers: Porter’s Latest “Baby Berkshire”
    Tags Loews (L) CNA Financial (CNA) The Big Secret on Wall Street (This Week)
    From Stock Gumshoe
    Friday File: Turtling Up?
    Tickers GOLD
    Tags Preferred Stock DigitalBridge Preferreds Royal Gold (RGLD)
    From Stock Gumshoe
    Trade Note: Stop Losses & Trade Victims
    Tags Intuitive Surgical (ISRG) Par Technology (PAR) Friday File
    From Stock Gumshoe
    Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
    Tags Big Picture / Asset Allocation Hershey (HSY) Remy Cointreau (RCO/PA REMYY REMYF)
    From Stock Gumshoe
    Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
    Tags Big Picture / Asset Allocation Stocks QXO (QXO)
    From Stock Gumshoe
    Friday File: Payouts, Used Cars, Wins and Worries
    Tags Options or Futures ETFs or Mutual Funds Hedging
    From Stock Gumshoe
    Friday File: $3,000 Gold! Correction! Crash?
    Tickers GOLD
    Tags Royal Gold (RGLD) ALPS Alerian MLP (AMLP) Income Investing
    From Stock Gumshoe
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