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Latest News about Friday File
Recent news which mentions Friday File
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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
Nvidia (NVDA)
Taiwan Semiconductor (TSM)
Super Micro Computer (SMCI)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Sequoia
Vulcan Materials (VMC)
David Poppe
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Alphabet (GOOGL GOOG)
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Credo Technology (CRDO)
D/ R/ Horton (DHI)
Technology
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Toast (TOST)
Diageo (DEO)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Berkshire Hathaway (BRK/B)
John Deere (DE)
Friday File
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Veralto (VLT)
Technology
Roku (ROKU)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Teqnion (TEQ/ST)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
MFA Financial (MFA)
AG Mortgage Investment Trust (MITT)
Ready Capital (RC)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
Model N (MODN)
Vaulted
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Altius Renewable Royalties (ARR/TO ATRWF)
IO Biotech (IOBT)
Avrobio (AVRO)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Chapters Group (CHG/DE)
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Acacia Research (ACTG)
Jéronimo Martins (JRONY JRONF)
Warren Buffett
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Equitrans (ETRN)
Toast (TOST)
David Einhorn
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
cryptocurrencies
ALPS Alerian MLP (AMLP)
Keysight (KEYS)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Kinsale Capital (KNSL)
Teqnion (TEQ/ST)
Sequoia
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Trade Note
Roku (ROKU)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Alibaba (BABA)
Acacia Research (ACTG)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Markel (MKL)
Friday File
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Exor (EXO/AS EXXRF)
Pernod Ricard (RI/PA PRNDY PDRDF)
Enbridge (ENB)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Standard Bio Tools (LAB)
Liberty Sirius (LSXMA)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Friday File
First Quantum Minerals (FM/TO FQVLF)
gold
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Remy Cointreau (RCO/PA REMYY REMYF)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Friday File
Dino Polska (DNP/W DNOPY)
Unity Software (U)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Big Picture / Asset Allocation
Willis Towers Watson (WLTW)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Friday File
Atkore (ATKR)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chapters Group (CHG/DE)
Nvidia (NVDA)
Lowe's (LOW)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
The Trade Desk (TTD)
Trade Note
Friday File
From
Stock Gumshoe
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