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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
Acacia Research (ACTG)
Brookfield Asset Management (BAM)
Versamet Royalties (VMET)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Stocks
TransMedics (TMDX)
MercadoLibre (MELI)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Viper Energy (VNOM)
Domino's Pizza (DPZ)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Evolution (EVO/ST EVVTY EVGGF)
Cloudflare (NET)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
BWX Technologies (BWXT)
NuScale Power (SMR)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Stellantis (STLA)
Exor (EXO/AS EXXRF)
Friday File
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
BWX Technologies (BWXT)
CNH Industrial (CNHI)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Berkshire Hathaway (BRK/B)
Coinbase (COIN)
Markel (MKL)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Dakota Gold (DC)
Nvidia (NVDA)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Oklo (OKLO)
Commonwealth Fusion Systems
Synopsys (SNPS)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Select STOXX Europe Aerospace & Defense ETF (EUAD)
options
Illumina (ILMN)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
Evolution (EVO/ST EVVTY EVGGF)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
BHP Billiton (BHP)
YieldMax Options Income ETFs
Royal Gold (RGLD)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Oklo (OKLO)
Nano Nuclear (NNE)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Palantir (PLTR)
Gold/Precious Metals & Mining
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
Friday File
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Chapters Group (CHG/DE)
Centrus Energy (LEU)
BWX Technologies (BWXT)
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)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Arch Capital (ACGL)
RLI (RLI)
BWX Technologies (BWXT)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Howard Hughes Holdings (HHH)
Pershing Square Holdings (PSH/L PSHZF)
Friday File
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Markel (MKL)
teqnion
Friday File
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Chubb (CB)
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
iShares Gold Trust (IAU)
Toast (TOST)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Diamond Offshore (DO)
Berkshire Hathaway (BRK/B)
Loews (L)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Morgan Housel
Arch Capital (ACGL)
Royal Gold (RGLD)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Keysight (KEYS)
Friday File
Alphabet (GOOGL GOOG)
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)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Wheaton Precious Metals (WPM)
Friday File
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Eagle Energy Metals
Meb Faber
Rigetti Computing (RGTI)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
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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