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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 Friday File Cerebras (CBRS) Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Howard Hughes Holdings (HHH) BWX Technologies (BWXT) Amazon (AMZN)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Pershing Square Holdings (PSH/L PSHZF) Amazon (AMZN) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Lennar (LEN) Canadian Pacific (CP) Spring Valley Acquisition II (SVII)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Medtronic (MDT) Celsius Holdings (CELH) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Ferrari (RACE) Goosehead Insurance (GSHD) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Alphabet (GOOGL GOOG) CNH Industrial (CNHI) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Trade Note Sitio Royalties (STR) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Northern Star Resources (NST/AX NESRF) Big Picture / Asset Allocation Stocks
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Sandstorm Gold (SAND SSL/TO) SPACs Kochav Defense Acquisition Corp (KCHVU)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Röko Illumina (ILMN) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Burford Capital (BUR) Friday File Boston Omaha (BOC)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Triple Flag Precious Metals (TFPM/TO) Big Picture / Asset Allocation Gold/Precious Metals & Mining
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Trade Note GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Gold/Precious Metals & Mining Friday File Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Big Picture / Asset Allocation Michael Cembalest Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags iShares iBonds Oct/ 2033 Term TIPS ETF Westinghouse Jéronimo Martins (JRONY JRONF)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Oklo (OKLO) Par Technology (PAR) NuScale Power (SMR)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Tyler Technologies (TYL) Bill Ackman W/R/ Berkley (WRB)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Howard Hughes Holdings (HHH) Acacia Research (ACTG) Bill Ackman
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Teqnion (TEQ/ST) Friday File Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Altius Minerals (ALS/TO ATUSF) Kinsale Capital (KNSL) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags gold Dine Brands (DIN) Vox Royalty (VOXR)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags CNA Financial (CNA) Berkshire Hathaway (BRK/B) The Big Secret on Wall Street (This Week)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Vox Royalty (VOXR) gold Hovnanian Enterprises (HOV)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Par Technology (PAR) Intuitive Surgical (ISRG) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Trade Note Remy Cointreau (RCO/PA REMYY REMYF) Hershey (HSY)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Osisko Gold Royalties (OR) Sky Harbour (SKYH) Boston Omaha (BOC)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Nvidia (NVDA) International General Insurance Holdings (IGIC) Rigetti Computing (RGTI)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Income Investing Friday File Gold/Precious Metals & Mining
From Stock Gumshoe
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