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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
Vox Royalty (VOXR)
Stocks
Roku (ROKU)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Friday File
Chubb (CB)
Westinghouse
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
W/R/ Berkley (WRB)
Friday File
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Howard Hughes Corp (HHC)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Hedging
Howard Marks
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Domino's Pizza (DPZ)
Tiptree (TIPT)
WIngstop (WING)
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
Tags
WIngstop (WING)
Butterfly Network (BFLY)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
Tags
Markel (MKL)
Brown & Brown (BRO)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Boston Omaha (BOC)
Exor (EXO/AS EXXRF)
Trade Note
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Toast (TOST)
Alphabet (GOOGL GOOG)
Chubb (CB)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
ValueAct Capital
Seth Klarman
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Markel (MKL)
Huntington Ingalls Industries (HII)
Trade Note
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
Goosehead Insurance (GSHD)
Evolution (EVO/ST EVVTY EVGGF)
Property & Casualty Insurance
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Orogen (OGN/V OGNRF)
Westinghouse
Robert Quartermain
From
Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
Tags
Centrus Energy (LEU)
Constellation Energy (CEG)
Vistra (VST)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Orogen (OGN/V OGNRF)
Gold/Precious Metals & Mining
$100K Lock Box
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Arch Capital (ACGL)
Hiscox (HSX/L HCXLY)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
SSR Mining (SSRM)
Golden Portfoliio
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Teeka Tiwari
Trade Note
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Nvidia (NVDA)
ArcelorMittal (MT)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
Tags
Nike (NKE)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Porter Stansberry
Shopify (SHOP)
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
BioArctic (BIOA/B/ST BRCTF)
Nvidia (NVDA)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Advanced Micro Devices (AMD)
Repligen (RGEN)
Netflix (NFLX)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Shopify (SHOP)
Evolution (EVO/ST EVVTY EVGGF)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Berkshire Hathaway (BRK/B)
Kinsale Capital (KNSL)
Friday File
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
Standard Bio Tools (LAB)
Arista Networks (ANET)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
David Poppe
Bob Robotti
Jim Tringas
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Kinsale Capital (KNSL)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
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