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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 Cerebras (CBRS) Big Picture / Asset Allocation Versamet Royalties (VMET)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags BWX Technologies (BWXT) Rayonier (RYN) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Texas Pacific Land (TPL) Markel (MKL) Technology
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Sky Harbour (SKYH) Franco/Nevada (FNV) Nucor (NUE)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
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
Tags Domino's Pizza (DPZ) Peter Lynch Ferrari (RACE)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Guest Articles BWX Technologies (BWXT) Talen Energy (TLN)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Travelers (TRV) Trade Note Income Investing
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Stocks Trade Note Nvidia (NVDA)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Vox Royalty (VOXR) Bit Digital (BTBT) NuScale Power (SMR)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Danaher (DHR) Options or Futures Heico (HEI)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags QXO (QXO) Big Picture / Asset Allocation Roku (ROKU)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags W/R/ Berkley (WRB) Friday File Wheaton Precious Metals (WPM)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Brown & Brown (BRO) GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Trade Note
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Vistra (VST) Royal Gold (RGLD) Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Howard Hughes Holdings (HHH) Royal Gold (RGLD) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Westinghouse Chapters Group (CHG/DE) Röko
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags DigitalBridge (DBRG) International General Insurance Holdings (IGIC) Toast (TOST)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Constellation Software (CSU/TO CNSWF) Bill Ackman American Financial Group (AFG)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Howard Hughes Holdings (HHH) Bill Ackman Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Brown & Brown (BRO) teqnion IPO
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Kinsale Capital (KNSL) Friday File W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags iShares Gold Trust (IAU) Toast (TOST) Friday File
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Boardwalk Pipeline Partners (BWP) Berkshire Hathaway (BRK/B) Friday File
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Royal Gold (RGLD) Vox Royalty (VOXR) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Keysight (KEYS) Shopify (SHOP) Friday File
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Big Picture / Asset Allocation International General Insurance Holdings (IGIC) Pernod Ricard (RI/PA PRNDY PDRDF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Metalla Royalty & Streaming (MTA/V MTAFF) NatGold Northern Dynasty Minerals (NAK NDM/TO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags ETFs or Mutual Funds Iveco (IVG/MI IVCGF) QXO (QXO)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags The Trade Desk (TTD) SSR Mining (SSRM) Royal Gold (RGLD)
From Stock Gumshoe
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