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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
OpenAI
UnitedHealth Group (UNH)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Oklo (OKLO)
Medtronic (MDT)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Goosehead Insurance (GSHD)
Hershey (HSY)
Markel (MKL)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
WisdomTree Japan SmallCap Dividend Fund (DFJ)
W/R/ Berkley (WRB)
Exelon (EXC)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Markel (MKL)
Chubb (CB)
Income Investing
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Dakota Gold (DC)
PepsiCo (PEP)
Stocks
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Trade Note
Eni (E)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
US Global Technology and Aerospace & Defense ETF (WAR)
Friday File
Resolute Holdings (RHLD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Roku (ROKU)
QXO (QXO)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
American Integrity Insurance (AII)
W/R/ Berkley (WRB)
BHP Billiton (BHP)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Brown & Brown (BRO)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Trade Note
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Centrus Energy (LEU)
The Metals Company (TMC)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Canadian Pacific (CP)
Michael Cembalest
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
iShares iBonds Oct/ 2035 Term TIPS ETF
Constellation Software (CSU/TO CNSWF)
Friday File
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Chubb (CB)
Oklo (OKLO)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Chapters Group (CHG/DE)
Tyler Technologies (TYL)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Friday File
Howard Hughes Holdings (HHH)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Brown & Brown (BRO)
Trade Note
American Integrity Insurance (AII)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Big Picture / Asset Allocation
Kinsale Capital (KNSL)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Travelers (TRV)
Hertz (HTZ)
Dakota Gold (DC)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Friday File
Boardwalk Pipeline Partners (BWP)
The Big Secret on Wall Street (This Week)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
Hovnanian Enterprises (HOV)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Par Technology (PAR)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Friday File
Diageo (DEO)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Vox Royalty (VOXR)
Orogen (OGN/V OGNRF)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Danny Moses
Stocks
Hedging
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
ETFs or Mutual Funds
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Beacon Roofing (BECN)
Huntington Ingalls Industries (HII)
Stocks
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Beacon Roofing (BECN)
GXO Logistics (GXO)
Trade Note
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Toast (TOST)
Trade Note
Brookfield Corp (BN)
From
Stock Gumshoe
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