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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Vox Royalty (VOXR)
WESCO (WCC)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Amrize (AMRZ)
Viper Energy (VNOM)
Toast (TOST)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Stocks
Howard Hughes Holdings (HHH)
Wingstop (WING)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
CSX Corp (CSX)
Sky Harbour (SKYH)
Norfolk Southern (NSC)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
First Quantum Minerals (FM/TO FQVLF)
Par Technology (PAR)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Aurora Innovation (AUR)
Goosehead Insurance (GSHD)
Peter Lynch
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
CNH Industrial (CNHI)
Röko
Exelon (EXC)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Dorchester Minerals (DMLP)
Trade Note
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Trade Note
Triple Flag Precious Metals (TFPM/TO)
Royal Gold (RGLD)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Bit Digital (BTBT)
NuScale Power (SMR)
Kochav Defense Acquisition Corp (KCHVU)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Heico (HEI)
Select STOXX Europe Aerospace & Defense ETF (EUAD)
US Global Technology and Aerospace & Defense ETF (WAR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Sky Harbour (SKYH)
QXO (QXO)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Franco/Nevada (FNV)
Wheaton Precious Metals (WPM)
NatGold
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Nano Nuclear (NNE)
NuScale Power (SMR)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Vox Royalty (VOXR)
BigBear/ai (BBAI)
Energy
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Nvidia (NVDA)
Alphabet (GOOGL GOOG)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Dino Polska (DNP/W DNOPY)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Vox Royalty (VOXR)
Toast (TOST)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
The Trade Desk (TTD)
Pershing Square Holdings (PSH/L PSHZF)
RLI (RLI)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Pershing Square Holdings (PSH/L PSHZF)
Bill Ackman
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
teqnion
IPO
WESCO (WCC)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Altius Minerals (ALS/TO ATUSF)
Orogen (OGN/V OGNRF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Dakota Gold (DC)
SPDR Gold Shares (GLD)
Friday File
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
CNA Financial (CNA)
Friday File
Boardwalk Pipeline Partners (BWP)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Preferred Stock
Royal Gold (RGLD)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Trade Note
Stocks
Shopify (SHOP)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
SSR Mining (SSRM)
ALPS Alerian MLP (AMLP)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Northern Dynasty Minerals (NAK NDM/TO)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Jeffrey Gundlach
Eagle Energy Metals
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Primecap Odyssey Growth (POGRX)
Acacia Research (ACTG)
Royal Gold (RGLD)
From
Stock Gumshoe
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