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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
    Tags Aurora Innovation (AUR) Cerebras (CBRS) Sky Harbour (SKYH)
    From Stock Gumshoe
    Friday File: Heavy Stuff, Oil, Toast, and Growth…
    Tags TransMedics (TMDX) Par Technology (PAR) Viper Energy (VNOM)
    From Stock Gumshoe
    Friday File: Alphabet Wins! Now What?
    Tags Pershing Square (PS) Microsoft (MSFT) Viper Energy (VNOM)
    From Stock Gumshoe
    Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
    Tickers UBER
    Tags Franco/Nevada (FNV) Evolution (EVO/ST EVVTY EVGGF) Pershing Square Holdings (PSH/L PSHZF)
    From Stock Gumshoe
    Friday File: Brookfield, Nuke Stories, Restaurants and more…
    Tags Toast (TOST) Intuitive Surgical (ISRG) International General Insurance Holdings (IGIC)
    From Stock Gumshoe
    Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
    Tags Ferrari (RACE) Exor (EXO/AS EXXRF) Markel (MKL)
    From Stock Gumshoe
    Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
    Tags Talen Energy (TLN) Ferrari (RACE) Exor (EXO/AS EXXRF)
    From Stock Gumshoe
    Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
    Tags BWX Technologies (BWXT) Black Stone Minerals (BSM) Permian Basin Royalty Trust (PBT)
    From Stock Gumshoe
    Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
    Tags YPF (YPF) Royal Gold (RGLD) Northern Star Resources (NST/AX NESRF)
    From Stock Gumshoe
    Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
    Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Eni (E) SPACs
    From Stock Gumshoe
    Friday File: LAB, Rainwater, Insurance and Berkshire
    Tags Select STOXX Europe Aerospace & Defense ETF (EUAD) options Kinsale Capital (KNSL)
    From Stock Gumshoe
    Friday File: Evolution, Boston Omaha, QXO and more…
    Tags Evolution (EVO/ST EVVTY EVGGF) QXO (QXO) Friday File
    From Stock Gumshoe
    Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
    Tags Royal Gold (RGLD) Heritage Insurance (HRTG) Diageo (DEO)
    From Stock Gumshoe
    Wednesday File: Another Nuclear Mania Story?
    Tags Oklo (OKLO) Westinghouse HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
    From Stock Gumshoe
    Friday File: More Gold, Switching Insurers, and Fading Brad
    Tags Africa Oil (AOI/TO AOIFF) IonQ (IONQ) Triple Flag Precious Metals (TFPM/TO)
    From Stock Gumshoe
    Friday File: Faith in the Future?
    Tickers GOLD UBER
    Tags Michael Cembalest Howard Hughes Holdings (HHH) BWX Technologies (BWXT)
    From Stock Gumshoe
    Friday File: Meanwhile, Across the Sea…
    Tags iShares iBonds Oct/ 2033 Term TIPS ETF Foreign Investments iShares 1/5 Year TIPS Ladder ETF (LDRI)
    From Stock Gumshoe
    Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
    Tags Oklo (OKLO) Brookfield Corp (BN) DigitalBridge (DBRG)
    From Stock Gumshoe
    Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
    Tags Friday File Vistra (VST) W/R/ Berkley (WRB)
    From Stock Gumshoe
    Trade Note: Can a Buffett Wannabe Make it Work?
    Tags Friday File Pershing Square Holdings (PSH/L PSHZF) Howard Hughes Holdings (HHH)
    From Stock Gumshoe
    Friday File: Q1 Earningspalooza
    Tickers IPO SILVER
    Tags silver IPO Berkshire Hathaway (BRK/B)
    From Stock Gumshoe
    Friday File: How Much to Pay for Slowing Growth?
    Tags Trade Note Big Picture / Asset Allocation Friday File
    From Stock Gumshoe
    Friday File: Toasting Gold until it Hertz?
    Tickers GOLD
    Tags Pershing Square Holdings (PSH/AS PSHZF) Royal Gold (RGLD) Dine Brands (DIN)
    From Stock Gumshoe
    Answers: Porter’s Latest “Baby Berkshire”
    Tags Boardwalk Pipeline Partners (BWP) The Big Secret on Wall Street (This Week) Loews (L)
    From Stock Gumshoe
    Friday File: Turtling Up?
    Tickers GOLD
    Tags DigitalBridge Preferreds Morgan Housel Royal Gold (RGLD)
    From Stock Gumshoe
    Trade Note: Stop Losses & Trade Victims
    Tags Keysight (KEYS) Shopify (SHOP) Par Technology (PAR)
    From Stock Gumshoe
    Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
    Tags Sandstorm Gold (SAND SSL/TO) Big Picture / Asset Allocation Friday File
    From Stock Gumshoe
    Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
    Tags Berkshire Hathaway (BRK/B) QXO (QXO) International General Insurance Holdings (IGIC)
    From Stock Gumshoe
    Friday File: Payouts, Used Cars, Wins and Worries
    Tags Equifund Stocks Beacon Roofing (BECN)
    From Stock Gumshoe
    Friday File: $3,000 Gold! Correction! Crash?
    Tickers GOLD
    Tags Royal Gold (RGLD) Primecap Odyssey Growth (POGRX) iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
    From Stock Gumshoe
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