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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Kinsale Capital (KNSL)
Friday File
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Ready Capital (RC)
Friday File
Hovnanian Enterprises (HOV)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
Sandstorm Gold (SAND SSL/TO)
Model N (MODN)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
China Shineway Pharmaceutical (CSWYF)
Illumina (ILMN)
Seres Therapeutics (MCRB)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Chapters Group (CHG/DE)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Eli Lilly (LLY)
Ferrari (RACE)
Options or Futures
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Friday File
Trade Note
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Black Stone Minerals (BSM)
Bitcoin (BTC)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Tom Poppe
Giverny Capital
Arista Networks (ANET)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Toast (TOST)
WESCO (WCC)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Markel (MKL)
China
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Alphabet (GOOGL GOOG)
Evolution (EVO/ST EVVTY EVGGF)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
LVMH (MC/PA LVMUY LVMHF)
AGCO (AGCO)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Friday File
McCormick (MKC)
SomaLogic (SLGC)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Friday File
Franco/Nevada (FNV)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Brown/Forman (BFB BFA)
Diageo (DEO)
Medical Properties Trust (MPW)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
WESCO (WCC)
Symbotic (SYM)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Brown & Brown (BRO)
Apple (AAPL)
Toast (TOST)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Nvidia (NVDA)
Friday File
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Universal Music Group (UMG/AS UMGNF)
Liberty Braves (BATRA BATRB BATRK)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Boston Omaha (BOC)
The Trade Desk (TTD)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Friday File
Nvidia (NVDA)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
Markel (MKL)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Meta Platforms (META)
Hedging
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Altius Minerals (ALS/TO ATUSF)
Royal Gold (RGLD)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Michael Burry
Hanesbrands (HBI)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Trade Note
Medical Properties Trust (MPW)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Brown & Brown (BRO)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Stocks
BHP Billiton (BHP)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
From
Stock Gumshoe
Friday File: Lock Box Check-in
September 01, 2023
Tags
Alphabet (GOOGL GOOG)
Model N (MODN)
Dream Finders Homes (DFH)
From
Stock Gumshoe
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