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Latest News about Friday File
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Friday File Bonus: What Should Markel Really be Worth?
May 17, 2023
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Friday File
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
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Friday File
Brookfield Corp (BN)
Toast (TOST)
From
Stock Gumshoe
Friday File Bonus: Boston Omaha Notes
May 12, 2023
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Dream Finders Homes (DFH)
Sky Harbour (SKYH)
Friday File
From
Stock Gumshoe
Berkshire Hathaway’s 50th Omaha Meeting
May 09, 2023
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Stocks
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
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Bill Ackman
gold
Icahn Enterprises (IEP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Roku (ROKU)
Stocks
Markel (MKL)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
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Emerson Electric (EMR)
Innovative Industrial Properties (IIPR)
National Instruments (NATI)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Stellantis (STLA)
LVMH (MC/PA LVMUY LVMHF)
Stocks
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Chipotle Mexican Grill (CMG)
Universal Music Group (UMG/AS UMGNF)
Illumina (ILMN)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Boston Omaha (BOC)
Friday File
Lumentum (LITE)
From
Stock Gumshoe
Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Permian Basin Royalty Trust (PBT)
Friday File
Oxford Income Letter
From
Stock Gumshoe
Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Kennedy Wilson (KW)
Roku (ROKU)
Markel (MKL)
From
Stock Gumshoe
Friday File: Royalties Worth a Buy?
March 09, 2023
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Keysight (KEYS)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
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Perimeter Solutions (PRM)
Qurate (QRTEA QRTEB)
Sprott Inc/ (SII)
From
Stock Gumshoe
Friday File: Earnings Updates and Resets
February 24, 2023
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Stocks
Series I Savings Bonds
Stem (STEM)
From
Stock Gumshoe
Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Akre Focus Fund (AKREX)
Markel (MKL)
Röko
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Life Storage (LSI)
Nvidia (NVDA)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Berkshire Hathaway (BRK/B)
Apple (AAPL)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Unity Software (U)
Shopify (SHOP)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File Part Two: In Other News
January 20, 2023
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EQT (EQT)
Innovative Industrial Properties (IIPR)
Frank Curzio
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Leonardo (LDO/MI FINMF FINMY)
Northrop Grumman (NOC)
Marathon Oil (MRO)
From
Stock Gumshoe
Friday File: Advertising, Payments and Ammonia
January 06, 2023
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FuelPositive (NHHH/V ZNNMF)
Toast (TOST)
AmmPower (AMMP/CX AMMPF)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
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Rolls/Royce (RR/L RYCEY RYCEF)
Bollore Group (BOL/PA BOIVF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
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Disney (DIS)
Innovative Industrial Properties (IIPR)
Carbon Streaming Corp/ (NETZ/NO OFSTF)
From
Stock Gumshoe
Friday File: What To Do With Brookfield?
December 16, 2022
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Blackstone Group (BX)
Stem (STEM)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Pot Landlords, e-Signatures and Dog Food
December 09, 2022
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Friday File
Kinder Morgan (KMI)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Dream Finders Homes (DFH)
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Encompass Health (EHC)
STORE Capital (STOR)
JANA Partners
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
Trade Note
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Electronic Arts (EA)
Friday File
Perimeter Solutions (PRM)
From
Stock Gumshoe
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