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Latest News about Friday File
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Shopify (SHOP)
The Trade Desk (TTD)
Technology
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
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Friday File
American Financial Group (AFG)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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W/R/ Berkley (WRB)
Brookfield Corp (BN)
Daily Journal (DJCO)
From
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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ALPS Alerian MLP (AMLP)
Cameco (CCJ)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Meta Platforms (META)
Fannie Mae (FNMA)
Brookfield Asset Management (BAM)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Trade Note
Markel (MKL)
Stocks
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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PubMatic (PUBM)
$100K Lock Box
Digital Ocean (DOCN)
From
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Friday File: So Long, 2024
December 20, 2024
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Hershey (HSY)
Chubb (CB)
Friday File
From
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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Arthur J/ Gallagher (AJG)
GE Vernova (GEV)
Mondelez International (MDLZ)
From
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Intuitive Surgical (ISRG)
Stellantis (STLA)
Berkshire Hathaway (BRK/B)
From
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Friday File: Odds of Success?
November 22, 2024
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Alphabet (GOOGL GOOG)
Toast (TOST)
Chubb (CB)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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Floor & Decor (FND)
Shopify (SHOP)
Dollar General (DG)
From
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Friday File: Tricks and Treats
November 01, 2024
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Hedging
Brookfield Corp (BN)
Friday File
From
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Friday File: Better and Cheaper?
October 25, 2024
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Kinsale Capital (KNSL)
Friday File
W/R/ Berkley (WRB)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Silvercorp Metals (SVM SVM/TO)
Orano
Altius Renewable Royalties (ARR/TO ATRWF)
From
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Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
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Constellation Energy (CEG)
Centrus Energy (LEU)
Sprott Junior Uranium Miners (URNJ)
From
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Friday File: Double Buy in Gold?
September 27, 2024
Tags
Orogen (OGN/V OGNRF)
Gold/Precious Metals & Mining
$100K Lock Box
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Vistra (VST)
Fairfax Financial Holdings (FFH/TO FRFHF)
Constellation Energy (CEG)
From
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Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
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Garrett Goggin
Franco/Nevada (FNV)
Guest Articles
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Standard Bio Tools (LAB)
Diageo (DEO)
Atkore (ATKR)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Friday File
Franco/Nevada (FNV)
Guest Articles
From
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Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
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Alphabet (GOOGL GOOG)
Nike (NKE)
Berkshire Hathaway (BRK/B)
From
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Atkore (ATKR)
McDonald's (MCD)
The Trade Desk (TTD)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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American Financial Group (AFG)
POET Technologies (POET PTK/V)
Burford Capital (BUR)
From
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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Big Picture / Asset Allocation
Stocks
Africa Oil (AOI/TO AOIFF)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Franco/Nevada (FNV)
Pershing Square
Toast (TOST)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Nvidia (NVDA)
Atkore (ATKR)
The Trade Desk (TTD)
From
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Oklo
Markel (MKL)
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Sequoia
Brown & Brown (BRO)
John Fox
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
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