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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
Super Micro Computer (SMCI)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Model N (MODN)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Trade Note
Sequoia
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Markel (MKL)
Microsoft (MSFT)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Kopin (KOPN)
Paradigm Mastermind Group
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Boston Omaha (BOC)
John Deere (DE)
Pershing Square Holdings (PSH/AS PSHZF)
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
Chubb (CB)
The Trade Desk (TTD)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Stocks
Pernod Ricard (RI/PA PRNDY PDRDF)
Textron (TXT)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
W/R/ Berkley (WRB)
Standard Bio Tools (LAB)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Teqnion (TEQ/ST)
S&P 500 ETF (SPY)
AG Mortgage Investment Trust (MITT)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
options
Income Investing
gold
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Altius Minerals (ALS/TO ATUSF)
China Shineway Pharmaceutical (CSWYF)
Syros Phamaceuticals (SYRS)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Teqnion (TEQ/ST)
Trump Media & Technology (DWAC SPAC)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Big Picture / Asset Allocation
Friday File
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
ALPS Alerian MLP (AMLP)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Dorchester Minerals (DMLP)
Keysight (KEYS)
Par Technology (PAR)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Acacia Research (ACTG)
Nvidia (NVDA)
Kinsale Capital (KNSL)
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
The Trade Desk (TTD)
Encore Wire (WIRE)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Corp (BN)
Acacia Research (ACTG)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Altius Renewable Royalties (ARR/TO ATRWF)
Enterprise Products Partners (EPD)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Acacia Research (ACTG)
Sky Harbour (SKYH)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Roku (ROKU)
Qurate (QRTEA QRTEB)
gold
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Medical Properties Trust (MPW)
Big Picture / Asset Allocation
Friday File
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Dream Finders Homes (DFH)
Dino Polska (DNP/W DNOPY)
WESCO (WCC)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Brown & Brown (BRO)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Trade Note
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Trade Note
Alphabet (GOOGL GOOG)
Big Picture / Asset Allocation
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
Par Technology (PAR)
Trade Note
From
Stock Gumshoe
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