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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
nuclear power
BWX Technologies (BWXT)
Credo Technology (CRDO)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
UIPath (PATH)
Keysight (KEYS)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Acacia Research (ACTG)
Friday File
The Trade Desk (TTD)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Technology
Trade Note
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Boston Omaha (BOC)
W/R/ Berkley (WRB)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Invesco preferred ETF (PGX)
Options or Futures
Super Micro Computer (SMCI)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Income Investing
Model N (MODN)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Carisma Therapeutics (CARM)
Aadi Bioscience (AADI)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Par Technology (PAR)
Friday File
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Dino Polska (DNP/W DNOPY)
Royal Philips (PHG)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Intuitive Surgical (ISRG)
David Einhorn
Trade Note
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
EQT (EQT)
Trade Note
Toast (TOST)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Friday File
Acacia Research (ACTG)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Encore Wire (WIRE)
TuSimple (TSP)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Stocks
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Amazon (AMZN)
Pershing Square Holdings (PSH/AS PSHZF)
Friday File
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
W/R/ Berkley (WRB)
John Deere (DE)
Trade Note
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Chapters Group (CHG/DE)
Pernod Ricard (RI/PA PRNDY PDRDF)
SomaLogic (SLGC)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
First Quantum Minerals (FM/TO FQVLF)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Medical Properties Trust (MPW)
Suntory (2578/T STBFY STBFF)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Pernot Ricard (RI/PA PRNDY)
Sandstorm Gold (SAND SSL/TO)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Artificial Intelligence (A/I/)
AON (AON)
Markel (MKL)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Atkore (ATKR)
Nvidia (NVDA)
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Liberty Braves (BATRA BATRB BATRK)
Software Circle (SFT/L)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
Par Technology (PAR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
U/Haul Holdings (UHAL)
Sandstorm Gold (SAND SSL/TO)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Dino Polska (DNP/W DNOPY)
Advanced Micro Devices (AMD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Goosehead Insurance (GSHD)
Eisai (ESAIY ESALF 4523/T)
Markel (MKL)
From
Stock Gumshoe
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