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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
February 14, 2025
Tags
The Trade Desk (TTD)
Royal Gold (RGLD)
Stocks
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Markel (MKL)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Technology
Evolution (EVO/ST EVVTY EVGGF)
Sabine Royalty Trust (SBR)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Brookfield Corp (BN)
ETFs or Mutual Funds
Vistra (VST)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Goosehead Insurance (GSHD)
Hershey (HSY)
Lennar (LEN)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Hedging
Alphabet (GOOGL GOOG)
IBM (IBM)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
GameStop (GME)
Domino's Pizza (DPZ)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
Tags
Brookfield Corp (BN)
Butterfly Network (BFLY)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
Tags
Westinghouse
NuScale Power (SMR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Wide Moat Confidential
Wide Moat Research
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Atkore (ATKR)
Penguin Solutions (PENG) (was SMART Global)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Royal Philips (PHG)
Spotify (SPOT)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Cloudbreak Discovery (CDL/L)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Friday File
The Big Secret on Wall Street (This Week)
Property & Casualty Insurance
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Markel (MKL)
Robert Quartermain
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
Tags
BHP Billiton (BHP)
NextEra Energy (NEE)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Orogen (OGN/V OGNRF)
Brookfield Corp (BN)
royalties
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Burford Capital (BUR)
W/R/ Berkley (WRB)
Beazley (BEZ/L BZYLF)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
AngloGold Ashanti Ltd/ (AU)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Chapters Group (CHG/DE)
Teqnion (TEQ/ST)
Teeka Tiwari
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Nvidia (NVDA)
Guest Articles
Osisko Mining (OSK/TO OBNNF)
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Berkshire Hathaway (BRK/B)
Porter Stansberry
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Par Technology (PAR)
Whitney Tilson
Atkore (ATKR)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Markel (MKL)
Pershing Square USA (PSUS)
POET Technologies (POET PTK/V)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Enphase Energy (ENPH)
Africa Oil (AOI/TO AOIFF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Cloudflare (NET)
Dream Finders Homes (DFH)
Toast (TOST)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Friday File
Markel (MKL)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Vistra (VST)
Model N (MODN)
Arista Networks (ANET)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
GoDaddy (GDDY)
Miles Lewis
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Apple (AAPL)
W/R/ Berkley (WRB)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
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