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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
May 15, 2026
Tags
Big Picture / Asset Allocation
Vox Royalty (VOXR)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
International General Insurance Holdings (IGIC)
Amazon (AMZN)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Big Picture / Asset Allocation
Viper Energy (VNOM)
OpenAI
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Markel (MKL)
Boston Omaha (BOC)
Canadian National Railway (CNI)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
The Trade Desk (TTD)
Brookfield Corp (BN)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Iveco (IVG/MI IVCGF)
Stellantis (STLA)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
CNH Industrial (CNHI)
Vistra (VST)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Trade Note
Atlas Energy (ATLE/V CANSD)
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vistra (VST)
Royal Gold (RGLD)
The Trade Desk (TTD)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Friday File
Trade Note
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Rainwater Equity (RW)
Standard Bio Tools (LAB)
options
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
QXO (QXO)
Roku (ROKU)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Diageo (DEO)
American Integrity Insurance (AII)
Lundin Mining (LUN/TO LUNMF)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Oklo (OKLO)
NuScale Power (SMR)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Oklo (OKLO)
BWX Technologies (BWXT)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Nike (NKE)
Amazon (AMZN)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
iShares iBonds Oct/ 2033 Term TIPS ETF
Lifco (LIFCO/B/ST)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Oklo (OKLO)
BWX Technologies (BWXT)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Friday File
American Financial Group (AFG)
Howard Hughes Holdings (HHH)
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
Trade Note
silver
IPO
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
Kinsale Capital (KNSL)
AngloGold Ashanti Ltd/ (AU)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Toast (TOST)
Dakota Gold (DC)
Vox Royalty (VOXR)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
CNA Financial (CNA)
The Big Secret on Wall Street (This Week)
Loews (L)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Royal Gold (RGLD)
Hovnanian Enterprises (HOV)
Preferred Stock
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Broadridge Financial Solutions (BR)
Keysight (KEYS)
Stocks
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Diageo (DEO)
Hershey (HSY)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Osisko Gold Royalties (OR)
Brown & Brown (BRO)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Equifund
Barry Ritholz
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Glencore (GLEN/L GLNCY)
Stocks
From
Stock Gumshoe
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