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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
David Einhorn
Acacia Research (ACTG)
Equitrans (ETRN)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Ethereum (ETH)
Shopify (SHOP)
Stansberry's Investment Advisory
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Giverny Capital
Kinsale Capital (KNSL)
Teqnion (TEQ/ST)
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
Nvidia (NVDA)
TuSimple (TSP)
SoundHound AI (SOUN)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
China
Par Technology (PAR)
Pershing Square
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Amazon (AMZN)
Corning (GLW)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Friday File
AGCO (AGCO)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Acacia Research (ACTG)
Liberty Sirius (LSXMA)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
First Quantum Minerals (FM/TO FQVLF)
Qurate Preferreds (QRTEP)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Pernot Ricard (RI/PA PRNDY)
Suntory (2578/T STBFY STBFF)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Teqnion (TEQ/ST)
WESCO (WCC)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
AON (AON)
Boston Omaha (BOC)
Brown & Brown (BRO)
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)
Cisco (CSCO)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Teqnion (TEQ/ST)
Software Circle (SFT/L)
Chapters Group (CHG/DE)
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
Tiptree (TIPT)
DocuSign (DOCU)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Cloudflare (NET)
Apple (AAPL)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
W/R/ Berkley (WRB)
American Tower (AMT)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
American Tower (AMT)
Intuitive Surgical (ISRG)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Brookfield Asset Management (BAM)
Hanesbrands (HBI)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Chapters Group (CHG/DE)
Teqnion (TEQ/ST)
Foreign Investments
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Trade Note
brookfield
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Trade Note
Deterra Royalties (DRR/AX)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Lock Box Check-in
September 01, 2023
Tags
Nvidia (NVDA)
Par Technology (PAR)
Mitek Systems (MITK)
From
Stock Gumshoe
Friday File: NVIDIA Amazes Again
August 25, 2023
Tags
Apple (AAPL)
Nvidia (NVDA)
Friday File
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Lennar (LEN)
Adyen (ADYEN/AS ADYEY ADYYF)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Perimeter Solutions (PRM)
Symbotic (SYM)
Shopify (SHOP)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Big Picture / Asset Allocation
Hedging
S&P 500 ETF (SPY)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Marc Lichtenfeld
Brown & Brown (BRO)
RPC Inc (RES)
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Crown Castle (CCI)
Big Picture / Asset Allocation
Medtronic (MDT)
From
Stock Gumshoe
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