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Latest News about Friday File
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Markel (MKL)
Universal Music Group (UMG/AS UMGNF)
UnitedHealth Group (UNH)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
The Trade Desk (TTD)
Brookfield Asset Management (BAM)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Goosehead Insurance (GSHD)
Iveco (IVG/MI IVCGF)
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
Constellation Energy (CEG)
Vistra (VST)
CNH Industrial (CNHI)
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)
Viper Energy Partners (VNOM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Stocks
Burford Capital (BUR)
Trade Note
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
YPF (YPF)
Friday File
Hershey (HSY)
From
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Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Heico (HEI)
US Global Technology and Aerospace & Defense ETF (WAR)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
Big Picture / Asset Allocation
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Diageo (DEO)
Heritage Insurance (HRTG)
Global X Nasdaq Covered Call ETF (QYLD)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
BWX Technologies (BWXT)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Africa Oil (AOI/TO AOIFF)
Centrus Energy (LEU)
QXO (QXO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
GE Vernova (GEV)
Franco/Nevada (FNV)
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Oklo (OKLO)
Chapters Group (CHG/DE)
BWX Technologies (BWXT)
From
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Friday File
DigitalBridge (DBRG)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Kinsale Capital (KNSL)
Constellation Software (CSU/TO CNSWF)
Bill Ackman
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Friday File
Howard Hughes Holdings (HHH)
Pershing Square Holdings (PSH/L PSHZF)
From
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Amazon (AMZN)
Markel (MKL)
American Integrity Insurance (AII)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Orogen (OGN/V OGNRF)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Travelers (TRV)
gold
Dine Brands (DIN)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Friday File
Loews (L)
The Big Secret on Wall Street (This Week)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
gold
Arch Capital (ACGL)
Hovnanian Enterprises (HOV)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Par Technology (PAR)
Shopify (SHOP)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Hershey (HSY)
Friday File
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
QXO (QXO)
Kinsale Capital (KNSL)
Stocks
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Nvidia (NVDA)
WisdomTree Japan SmallCap Dividend Fund (DFJ)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Primecap Odyssey Growth (POGRX)
Glencore (GLEN/L GLNCY)
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Trade Note
KKR & Co/ (KKR)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Nvidia (NVDA)
Ferrari (RACE)
Friday File
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Domino's Pizza (DPZ)
Brookfield Asset Management (BAM)
Friday File
From
Stock Gumshoe
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