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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
Sky Harbour (SKYH)
Canadian National Railway (CNI)
Hilton (HLT)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Royal Gold (RGLD)
First Quantum Minerals (FM/TO FQVLF)
Westinghouse
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Markel (MKL)
Hershey (HSY)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
NRG Energy (NRG)
Alphabet (GOOGL GOOG)
BWX Technologies (BWXT)
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
Triple Flag Precious Metals (TFPM/TO)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Big Picture / Asset Allocation
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
SPACs
Burford Capital (BUR)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Rainwater Equity (RW)
Friday File
US Global Technology and Aerospace & Defense ETF (WAR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Friday File
QXO (QXO)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
YieldMax Options Income ETFs
Royal Gold (RGLD)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
NuScale Power (SMR)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Energy
BigBear/ai (BBAI)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Howard Hughes Holdings (HHH)
Alphabet (GOOGL GOOG)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Chapters Group (CHG/DE)
Westinghouse
Centrus Energy (LEU)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
DigitalBridge (DBRG)
NuScale Power (SMR)
WIngstop (WING)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
W/R/ Berkley (WRB)
Constellation Software (CSU/TO CNSWF)
Arch Capital (ACGL)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Bill Ackman
Acacia Research (ACTG)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Hershey (HSY)
IPO
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Chubb (CB)
Markel (MKL)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
iShares Gold Trust (IAU)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
CNA Financial (CNA)
Berkshire Hathaway (BRK/B)
Diamond Offshore (DO)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
gold
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Broadridge Financial Solutions (BR)
Intuitive Surgical (ISRG)
Stocks
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Markel (MKL)
Hershey (HSY)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Royal Gold (RGLD)
Wheaton Precious Metals (WPM)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
International General Insurance Holdings (IGIC)
D/Wave Quantum (QBTS)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Friday File
Pershing Square Holdings (PSH/AS PSHZF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
International General Insurance Holdings (IGIC)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Ferrari (RACE)
Chubb (CB)
United Rentals (URI)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Celsius Holdings (CELH)
WIngstop (WING)
Friday File
From
Stock Gumshoe
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