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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Canadian Pacific (CP)
Bank of America (BAC)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
BWX Technologies (BWXT)
Medtronic (MDT)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Goosehead Insurance (GSHD)
Ferrari (RACE)
Markel (MKL)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Exelon (EXC)
W/R/ Berkley (WRB)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Black Stone Minerals (BSM)
Markel (MKL)
Income Investing
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
WPP Group (WPPGY)
Trade Note
PepsiCo (PEP)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Chevron (CVX)
Kochav Defense Acquisition Corp (KCHVU)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
TransDigm (TDG)
Chubb (CB)
Markel (MKL)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
Sky Harbour (SKYH)
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)
W/R/ Berkley (WRB)
American Integrity Insurance (AII)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Trade Note
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Friday File
Franco/Nevada (FNV)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
gold
Friday File
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Oklo (OKLO)
Westinghouse
Centrus Energy (LEU)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Celsius Holdings (CELH)
Alphabet (GOOGL GOOG)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Markel (MKL)
Chubb (CB)
BWX Technologies (BWXT)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Pershing Square Holdings (PSH/L PSHZF)
Acacia Research (ACTG)
Bill Ackman
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Evolution (EVO/ST EVVTY EVGGF)
Aspen Insurance (AHL)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Markel (MKL)
Chubb (CB)
QXO (QXO)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Gold/Precious Metals & Mining
Dine Brands (DIN)
Friday File
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Berkshire Hathaway (BRK/B)
CNA Financial (CNA)
Loews (L)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Brookfield Property Preferred
DigitalBridge (DBRG)
Morgan Housel
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Trade Note
Broadridge Financial Solutions (BR)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Berkshire Hathaway (BRK/B)
Pernod Ricard (RI/PA PRNDY PDRDF)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Big Picture / Asset Allocation
Franco/Nevada (FNV)
Friday File
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
IonQ (IONQ)
Barry Ritholz
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Income Investing
QXO (QXO)
Primecap Odyssey Growth (POGRX)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Bruce Flatt
Berkshire Hathaway (BRK/B)
Builders FirstSource (BLDR)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
RXO (RXO)
Brad Jacobs
XPO Logistics (XPO)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Toast (TOST)
Trade Note
Brookfield Asset Management (BAM)
From
Stock Gumshoe
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