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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Franco/Nevada (FNV)
Evolution (EVO/ST EVVTY EVGGF)
Canadian National Railway (CNI)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Constellation Energy (CEG)
Medtronic (MDT)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Kinsale Capital (KNSL)
Stellantis (STLA)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
BWX Technologies (BWXT)
Talen Energy (TLN)
Duke Energy (DUK)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Franco/Nevada (FNV)
Black Stone Minerals (BSM)
Coinbase (COIN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Nvidia (NVDA)
Vistra (VST)
Northern Star Resources (NST/AX NESRF)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
QXO (QXO)
Commonwealth Fusion Systems
Hershey (HSY)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Select STOXX Europe Aerospace & Defense ETF (EUAD)
Berkshire Hathaway (BRK/B)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
QXO (QXO)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Gold/Precious Metals & Mining
American Integrity Insurance (AII)
Franco/Nevada (FNV)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Oklo (OKLO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
GE Vernova (GEV)
Palantir (PLTR)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Universal Music Group (UMG/AS UMGNF)
Canadian Pacific (CP)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
GE Vernova (GEV)
Constellation Software (CSU/TO CNSWF)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Celsius Holdings (CELH)
Vox Royalty (VOXR)
Chubb (CB)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Markel (MKL)
RLI (RLI)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Acacia Research (ACTG)
Bill Ackman
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Trade Note
WESCO (WCC)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
Orogen (OGN/V OGNRF)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Dine Brands (DIN)
Gold/Precious Metals & Mining
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Berkshire Hathaway (BRK/B)
Boardwalk Pipeline Partners (BWP)
The Big Secret on Wall Street (This Week)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
gold
Hovnanian Enterprises (HOV)
Arch Capital (ACGL)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Shopify (SHOP)
Intuitive Surgical (ISRG)
Par Technology (PAR)
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)
Markel (MKL)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Goosehead Insurance (GSHD)
Boston Omaha (BOC)
QXO (QXO)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Amazon (AMZN)
Alphabet (GOOGL GOOG)
QXO (QXO)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Primecap Odyssey Growth (POGRX)
Energy
QXO (QXO)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Franco/Nevada (FNV)
Bruce Flatt
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Berkshire Hathaway (BRK/B)
RXO (RXO)
Beacon Roofing (BECN)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Toast (TOST)
Brookfield Corp (BN)
Cloudflare (NET)
From
Stock Gumshoe
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