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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Pershing Square Holdings (PSH/L PSHZF)
D/ R/ Horton (DHI)
Hilton (HLT)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Brookfield Asset Management (BAM)
Brookfield Corp (BN)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Friday File
WIngstop (WING)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Ferrari (RACE)
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
July 18, 2025
Tags
Berkshire Hathaway (BRK/B)
Royal Gold (RGLD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Hershey (HSY)
Friday File
The Trade Desk (TTD)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
BWX Technologies (BWXT)
Sandstorm Gold (SAND SSL/TO)
Chevron (CVX)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Berkshire Hathaway (BRK/B)
Rainwater Equity (RW)
CompoSecure (CMPO)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
QXO (QXO)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
Heritage Insurance (HRTG)
Royal Gold (RGLD)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Trade Note
Friday File
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
NuScale Power (SMR)
Vistra (VST)
Energy
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Michael Cembalest
Nvidia (NVDA)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
iShares iBonds Oct/ 2033 Term TIPS ETF
BWX Technologies (BWXT)
Röko
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Vistra (VST)
Brookfield Corp (BN)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
RLI (RLI)
Arch Capital (ACGL)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Howard Hughes Holdings (HHH)
Pershing Square Holdings (PSH/L PSHZF)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Friday File
WIngstop (WING)
Hershey (HSY)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
Triple Flag Precious Metals (TFPM/TO)
Markel (MKL)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Hertz (HTZ)
SPDR Gold Shares (GLD)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Friday File
Loews (L)
Diamond Offshore (DO)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Friday File
gold
Hovnanian Enterprises (HOV)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Alphabet (GOOGL GOOG)
Par Technology (PAR)
Stocks
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Berkshire Hathaway (BRK/B)
Remy Cointreau (RCO/PA REMYY REMYF)
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Kinsale Capital (KNSL)
Franco/Nevada (FNV)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Meb Faber
Equifund
Danny Moses
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Energy
Pershing Square Holdings (PSH/AS PSHZF)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Beacon Roofing (BECN)
Keysight (KEYS)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Par Technology (PAR)
Brad Jacobs
Chubb (CB)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Domino's Pizza (DPZ)
Trade Note
WIngstop (WING)
From
Stock Gumshoe
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