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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
Brookfield Corp (BN)
Triple Flag Precious Metals (TFPM)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Big Picture / Asset Allocation
Rayonier (RYN)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Technology
Amazon (AMZN)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Sky Harbour (SKYH)
Franco/Nevada (FNV)
Union Pacific (UNP)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
International General Insurance Holdings (IGIC)
First Quantum Minerals (FM/TO FQVLF)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Brown & Brown (BRO)
Options or Futures
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Ferrari (RACE)
WisdomTree Japan SmallCap Dividend Fund (DFJ)
NRG Energy (NRG)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Friday File
Constellation Energy (CEG)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Friday File
Hershey (HSY)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
NuScale Power (SMR)
Bit Digital (BTBT)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Resolute Holdings (RHLD)
Rainwater Equity (RW)
Select STOXX Europe Aerospace & Defense ETF (EUAD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Friday File
Oklo (OKLO)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Big Picture / Asset Allocation
BHP Billiton (BHP)
Heritage Insurance (HRTG)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
NuScale Power (SMR)
Friday File
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Centrus Energy (LEU)
The Metals Company (TMC)
Options or Futures
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Vox Royalty (VOXR)
Sandstorm Gold (SAND SSL/TO)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
BWX Technologies (BWXT)
Foreign Investments
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Brookfield Corp (BN)
DigitalBridge Preferreds
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Constellation Software (CSU/TO CNSWF)
Bill Ackman
American Financial Group (AFG)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Pershing Square Holdings (PSH/L PSHZF)
Acacia Research (ACTG)
Friday File
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Berkshire Hathaway (BRK/B)
American Integrity Insurance (AII)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
Triple Flag Precious Metals (TFPM/TO)
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Vox Royalty (VOXR)
Royal Gold (RGLD)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Boardwalk Pipeline Partners (BWP)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Hovnanian Enterprises (HOV)
DigitalBridge (DBRG)
gold
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Shopify (SHOP)
Friday File
Keysight (KEYS)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Exor (EXO/AS EXXRF)
Trade Note
Diageo (DEO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sky Harbour (SKYH)
Franco/Nevada (FNV)
Stocks
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Meb Faber
Equifund
Friday File
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Acacia Research (ACTG)
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
Income Investing
From
Stock Gumshoe
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