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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 Triple Flag Precious Metals (TFPM) Versamet Royalties (VMET) Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Stocks International General Insurance Holdings (IGIC) Toast (TOST)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Pershing Square (PS) Viper Energy (VNOM) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Vox Royalty (VOXR) NuScale Power (SMR) Canadian Pacific (CP)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags BWX Technologies (BWXT) Celsius Holdings (CELH) First Quantum Minerals (FM/TO FQVLF)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Brown & Brown (BRO) Technology Friday File
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Röko BWX Technologies (BWXT) CNH Industrial (CNHI)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags BWX Technologies (BWXT) Burford Capital (BUR) Income Investing
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Stocks Nvidia (NVDA)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Sandstorm Gold (SAND SSL/TO) Bit Digital (BTBT) Home Depot (HD)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Options or Futures Chubb (CB) Röko
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Boston Omaha (BOC) Roku (ROKU) Sky Harbour (SKYH)
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 BWX Technologies (BWXT) Oklo (OKLO) Westinghouse
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags American Financial Group (AFG) Constellation Energy (CEG) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Alphabet (GOOGL GOOG) Solaris Resources (SLSR) Friday File
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Centrus Energy (LEU) Chapters Group (CHG/DE) Westinghouse
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Brookfield Corp (BN) Oklo (OKLO) DigitalBridge (DBRG)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Kinsale Capital (KNSL) RLI (RLI) Tyler Technologies (TYL)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Bill Ackman Howard Hughes Holdings (HHH) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags American Integrity Insurance (AII) Hershey (HSY) WESCO (WCC)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Altius Minerals (ALS/TO ATUSF) Markel (MKL) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Gold/Precious Metals & Mining Vox Royalty (VOXR) Travelers (TRV)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags The Big Secret on Wall Street (This Week) Boardwalk Pipeline Partners (BWP) CNA Financial (CNA)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Sandstorm Gold (SAND SSL/TO) Preferred Stock Arch Capital (ACGL)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Broadridge Financial Solutions (BR) Stocks Trade Note
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Exor (EXO/AS EXXRF) Keysight (KEYS) Diageo (DEO)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Northern Dynasty Minerals (NAK NDM/TO) American Financial Group (AFG) Boston Omaha (BOC)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Amazon (AMZN) Iveco (IVG/MI IVCGF) Meb Faber
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Royal Gold (RGLD) Sandstorm Gold (SAND SSL/TO) Energy
From Stock Gumshoe
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