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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Cerebras (CBRS)
Friday File
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
MercadoLibre (MELI)
Texas Pacific Land (TPL)
Amrize (AMRZ)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Big Picture / Asset Allocation
Stocks
Technology
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Franco/Nevada (FNV)
Markel (MKL)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Celsius Holdings (CELH)
Intuitive Surgical (ISRG)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Technology
Options or Futures
Stocks
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Exor (EXO/AS EXXRF)
Stellantis (STLA)
Röko
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Black Stone Minerals (BSM)
Wheaton Precious Metals (WPM)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Amazon (AMZN)
Vox Royalty (VOXR)
WPP Group (WPPGY)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Royal Gold (RGLD)
Oklo (OKLO)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Markel (MKL)
CompoSecure (CMPO)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
Sky Harbour (SKYH)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
NatGold
Lundin Mining (LUN/TO LUNMF)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
BWX Technologies (BWXT)
Nano Nuclear (NNE)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Vistra (VST)
Triple Flag Precious Metals (TFPM/TO)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Amazon (AMZN)
BWX Technologies (BWXT)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Foreign Investments
Vistra (VST)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Vistra (VST)
DigitalBridge Preferreds
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Shopify (SHOP)
Constellation Software (CSU/TO CNSWF)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Howard Hughes Holdings (HHH)
Acacia Research (ACTG)
Bill Ackman
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
American Integrity Insurance (AII)
Domino's Pizza (DPZ)
WESCO (WCC)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Altius Minerals (ALS/TO ATUSF)
Kinsale Capital (KNSL)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Dine Brands (DIN)
gold
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Diamond Offshore (DO)
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
Vox Royalty (VOXR)
gold
Hovnanian Enterprises (HOV)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Intuitive Surgical (ISRG)
Par Technology (PAR)
Friday File
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Diageo (DEO)
Pernod Ricard (RI/PA PRNDY PDRDF)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Gold Royalty (GROY)
International General Insurance Holdings (IGIC)
ProShares UltraPro QQQ (TQQQ)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Options or Futures
ETFs or Mutual Funds
Hedging
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Glencore (GLEN/L GLNCY)
Vox Royalty (VOXR)
From
Stock Gumshoe
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