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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
Microsoft (MSFT)
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
TransMedics (TMDX)
Amazon (AMZN)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Brown & Brown (BRO)
Texas Pacific Land (TPL)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
BWX Technologies (BWXT)
Pershing Square Holdings (PSH/L PSHZF)
D/ R/ Horton (DHI)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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The Trade Desk (TTD)
Brookfield Corp (BN)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Peter Lynch
Goosehead Insurance (GSHD)
Technology
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Friday File
Berkshire Hathaway (BRK/B)
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Diamondback Energy (FANG)
Travelers (TRV)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Sandstorm Gold (SAND SSL/TO)
YPF (YPF)
Friday File
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Hershey (HSY)
Eni (E)
Bit Digital (BTBT)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Berkshire Hathaway (BRK/B)
CompoSecure (CMPO)
Select STOXX Europe Aerospace & Defense ETF (EUAD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
Oklo (OKLO)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Lundin Mining (LUN/TO LUNMF)
Gold/Precious Metals & Mining
Diageo (DEO)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Westinghouse
Trade Note
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Markel (MKL)
Energy
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
Oklo (OKLO)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Dino Polska (DNP/W DNOPY)
iShares iBonds Oct/ 2035 Term TIPS ETF
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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WIngstop (WING)
Meta Platforms (META)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Vistra (VST)
Royal Gold (RGLD)
Friday File
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Friday File
Acacia Research (ACTG)
Bill Ackman
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Teqnion (TEQ/ST)
Roku (ROKU)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Big Picture / Asset Allocation
QXO (QXO)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Hertz (HTZ)
Royal Gold (RGLD)
iShares Gold Trust (IAU)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Berkshire Hathaway (BRK/B)
Loews (L)
CNA Financial (CNA)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Morgan Housel
Vox Royalty (VOXR)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Stocks
Par Technology (PAR)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Exor (EXO/AS EXXRF)
Hershey (HSY)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Metalla Royalty & Streaming (MTA/V MTAFF)
NatGold
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Equifund
Barry Ritholz
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
ALPS Alerian MLP (AMLP)
Friday File
From
Stock Gumshoe
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