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Latest News about 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
Apple (AAPL)
Trade Note
Credo Technology (CRDO)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Acacia Research (ACTG)
Sky Harbour (SKYH)
Pershing Square USA (PSUS)
From
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Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Chubb (CB)
Friday File
John Deere (DE)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Veralto (VLT)
Roku (ROKU)
Fortive (FTV)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Friday File
Meta Platforms (META)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
S&P 500 ETF (SPY)
DigitalBridge Preferreds
Options or Futures
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Income Investing
options
Trade Note
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Cara Therapeutics (CARA)
Sihuan Phamaceutical (SHPHF)
Avrobio (AVRO)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Par Technology (PAR)
Trump Media & Technology (DWAC SPAC)
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
obesity
SSR Mining (SSRM)
Royal Philips (PHG)
From
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
David Einhorn
Toast (TOST)
Trade Note
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
EQT (EQT)
Friday File
Toast (TOST)
From
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Acacia Research (ACTG)
Giverny Capital
Arista Networks (ANET)
From
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Atkore (ATKR)
TuSimple (TSP)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Corp (BN)
Foreign Investments
Friday File
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Friday File
WESCO (WCC)
Nvidia (NVDA)
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Enterprise Products Partners (EPD)
Enbridge (ENB)
Brown & Brown (BRO)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Boston Omaha (BOC)
Diageo (DEO)
Liberty Sirius (LSXMA)
From
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Friday File
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Brown/Forman (BFB BFA)
Medical Properties Trust (MPW)
Pernot Ricard (RI/PA PRNDY)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Brown/Forman (BFB BFA)
Pernot Ricard (RI/PA PRNDY)
Symbotic (SYM)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Toast (TOST)
Friday File
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Friday File
WESCO (WCC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Berkshire Hathaway (BRK/B)
Stocks
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Boston Omaha (BOC)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Brookfield Asset Management (BAM)
Tiptree (TIPT)
Trade Note
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Qurate (QRTEA QRTEB)
Brookfield Asset Management (BAM)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Teqnion (TEQ/ST)
W/R/ Berkley (WRB)
Brown & Brown (BRO)
From
Stock Gumshoe
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