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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 Vox Royalty (VOXR) Friday File Markel (MKL)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Big Picture / Asset Allocation MercadoLibre (MELI) Rayonier (RYN)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Brown & Brown (BRO) Wingstop (WING) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Berkshire Hathaway (BRK/B) Howard Hughes Holdings (HHH) Markel (MKL)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Westinghouse Friday File International General Insurance Holdings (IGIC)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Ferrari (RACE) Options or Futures Aurora Innovation (AUR)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Exelon (EXC) Teqnion (TEQ/ST) Royal Philips (PHG)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Burford Capital (BUR) BWX Technologies (BWXT) Dorchester Minerals (DMLP)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Vistra (VST) YPF (YPF) Big Picture / Asset Allocation
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags BWX Technologies (BWXT) NuScale Power (SMR) Burford Capital (BUR)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Berkshire Hathaway (BRK/B) TransDigm (TDG) Resolute Holdings (RHLD)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Oklo (OKLO) Evolution (EVO/ST EVVTY EVGGF) QXO (QXO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Royal Gold (RGLD) BHP Billiton (BHP) YieldMax Options Income ETFs
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Brown & Brown (BRO) Westinghouse
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Africa Oil (AOI/TO AOIFF) IonQ (IONQ) Markel (MKL)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Michael Cembalest GE Vernova (GEV) Nike (NKE)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags iShares 1/5 Year TIPS Ladder ETF (LDRI) Constellation Energy (CEG) Foreign Investments
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Friday File Vox Royalty (VOXR) DigitalBridge (DBRG)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags RLI (RLI) BWX Technologies (BWXT) Arch Capital (ACGL)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Acacia Research (ACTG) Bill Ackman Friday File
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Domino's Pizza (DPZ) WIngstop (WING) Amazon (AMZN)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Big Picture / Asset Allocation Altius Minerals (ALS/TO ATUSF) QXO (QXO)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Dakota Gold (DC) SPDR Gold Shares (GLD) Royal Gold (RGLD)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags CNA Financial (CNA) The Big Secret on Wall Street (This Week) Boardwalk Pipeline Partners (BWP)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags DigitalBridge Preferreds Sandstorm Gold (SAND SSL/TO) DigitalBridge (DBRG)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Friday File Keysight (KEYS) Shopify (SHOP)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Keysight (KEYS) ALPS Alerian MLP (AMLP) Trade Note
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Kinsale Capital (KNSL) QXO (QXO) Stocks
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Friday File Exor (EXO/AS EXXRF) ProShares Short S&P 500 ETF (SH)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Pershing Square Holdings (PSH/AS PSHZF) Universal Music Group (UMG/AS UMGNF) Nvidia (NVDA)
From Stock Gumshoe
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