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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
Union Pacific (UNP)
Pershing Square Holdings (PSH/L PSHZF)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Franco/Nevada (FNV)
Par Technology (PAR)
Vistra (VST)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Stellantis (STLA)
Nvidia (NVDA)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Vistra (VST)
Guest Articles
Röko
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Wheaton Precious Metals (WPM)
BWX Technologies (BWXT)
Diamondback Energy (FANG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Friday File
Vox Royalty (VOXR)
Stocks
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Chevron (CVX)
Kochav Defense Acquisition Corp (KCHVU)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Rainwater Equity (RW)
Dino Polska (DNP/W DNOPY)
options
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Big Picture / Asset Allocation
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Heritage Insurance (HRTG)
Lundin Mining (LUN/TO LUNMF)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
BWX Technologies (BWXT)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Gold/Precious Metals & Mining
Constellation Energy (CEG)
Markel (MKL)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Solaris Resources (SLSR)
Howard Hughes Holdings (HHH)
Nike (NKE)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Centrus Energy (LEU)
Vistra (VST)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
BWX Technologies (BWXT)
Vox Royalty (VOXR)
Chubb (CB)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
BWX Technologies (BWXT)
Constellation Software (CSU/TO CNSWF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Bill Ackman
Acacia Research (ACTG)
Friday File
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Domino's Pizza (DPZ)
WESCO (WCC)
Trade Note
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Kinsale Capital (KNSL)
QXO (QXO)
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Trade Note
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Loews (L)
CNA Financial (CNA)
Boardwalk Pipeline Partners (BWP)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
DigitalBridge Preferreds
DigitalBridge (DBRG)
Preferred Stock
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Keysight (KEYS)
Friday File
Stocks
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Trade Note
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
QXO (QXO)
Boston Omaha (BOC)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Beacon Roofing (BECN)
Eagle Energy Metals
Meb Faber
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
gold
QXO (QXO)
Energy
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Ray Dalio
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Vistra (VST)
Par Technology (PAR)
Brad Jacobs
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Toast (TOST)
Dakota Gold (DC)
Brookfield Corp (BN)
From
Stock Gumshoe
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