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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
Vox Royalty (VOXR)
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Stocks
TransMedics (TMDX)
Rayonier (RYN)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Big Picture / Asset Allocation
Microsoft (MSFT)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Franco/Nevada (FNV)
Chevron (CVX)
Chipotle Mexican Grill (CMG)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Brookfield Corp (BN)
Constellation Energy (CEG)
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Kinsale Capital (KNSL)
Stocks
Iveco (IVG/MI IVCGF)
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)
Constellation Energy (CEG)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Cryptocurrencies
Vistra (VST)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Trade Note
Royal Gold (RGLD)
Amazon (AMZN)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Vox Royalty (VOXR)
Kochav Defense Acquisition Corp (KCHVU)
Home Depot (HD)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Loar Holdings (LOAR)
Rainwater Equity (RW)
Chubb (CB)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Heritage Insurance (HRTG)
Sandstorm Gold (SAND SSL/TO)
Global X Nasdaq Covered Call ETF (QYLD)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Friday File
Westinghouse
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Friday File
The Metals Company (TMC)
Energy
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Sandstorm Gold (SAND SSL/TO)
Solaris Resources (SLSR)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
NuScale Power (SMR)
BWX Technologies (BWXT)
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Friday File
Vox Royalty (VOXR)
Toast (TOST)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Pershing Square Holdings (PSH/L PSHZF)
Howard Hughes Holdings (HHH)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
silver
Brown & Brown (BRO)
IPO
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
AngloGold Ashanti Ltd/ (AU)
Chubb (CB)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Hertz (HTZ)
SPDR Gold Shares (GLD)
Dakota Gold (DC)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Friday File
Diamond Offshore (DO)
Loews (L)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Hovnanian Enterprises (HOV)
gold
Preferred Stock
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Keysight (KEYS)
Friday File
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
ALPS Alerian MLP (AMLP)
Keysight (KEYS)
Trade Note
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Royal Gold (RGLD)
Goosehead Insurance (GSHD)
Metalla Royalty & Streaming (MTA/V MTAFF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Beacon Roofing (BECN)
Big Picture / Asset Allocation
ProShares Short S&P 500 ETF (SH)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Primecap Odyssey Growth (POGRX)
SSR Mining (SSRM)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
From
Stock Gumshoe
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