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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 Big Picture / Asset Allocation Microsoft (MSFT) Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Texas Pacific Land (TPL) Howard Hughes Holdings (HHH) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Microsoft (MSFT) Big Picture / Asset Allocation Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Bank of America (BAC) Pershing Square Holdings (PSH/L PSHZF) Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Brookfield Asset Management (BAM) BWX Technologies (BWXT) NuScale Power (SMR)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Exor (EXO/AS EXXRF) Stellantis (STLA) Friday File
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Constellation Energy (CEG) Ferrari (RACE) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Dorchester Minerals (DMLP) BWX Technologies (BWXT) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Friday File PepsiCo (PEP) Gold/Precious Metals & Mining
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Royal Gold (RGLD) Trade Note Bit Digital (BTBT)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Loar Holdings (LOAR) Rainwater Equity (RW) CompoSecure (CMPO)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Friday File Boston Omaha (BOC) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Global X Nasdaq Covered Call ETF (QYLD) Heritage Insurance (HRTG) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR))) Nano Nuclear (NNE) Oklo (OKLO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags The Metals Company (TMC) Energy Friday File
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Amazon (AMZN) Royal Gold (RGLD) Pershing Square Holdings (PSH/L PSHZF)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags iShares iBonds Oct/ 2035 Term TIPS ETF Röko Westinghouse
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags NuScale Power (SMR) BWX Technologies (BWXT) Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Kinsale Capital (KNSL) Shopify (SHOP) International General Insurance Holdings (IGIC)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Friday File Acacia Research (ACTG) Bill Ackman
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Amazon (AMZN) WIngstop (WING) Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Trade Note W/R/ Berkley (WRB) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Pershing Square Holdings (PSH/AS PSHZF) Trade Note SPDR Gold Shares (GLD)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Boardwalk Pipeline Partners (BWP) The Big Secret on Wall Street (This Week) CNA Financial (CNA)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags DigitalBridge (DBRG) Sandstorm Gold (SAND SSL/TO) DigitalBridge Preferreds
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Broadridge Financial Solutions (BR) Alphabet (GOOGL GOOG) Par Technology (PAR)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Keysight (KEYS) ALPS Alerian MLP (AMLP) SSR Mining (SSRM)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Northern Dynasty Minerals (NAK NDM/TO) Orogen (OGN/V OGNRF) Friday File
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags ETFs or Mutual Funds Nvidia (NVDA) Amazon (AMZN)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC) iShares 1/5 Year TIPS Ladder ETF (LDRI) Primecap Odyssey Growth (POGRX)
From Stock Gumshoe
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