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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 Elemental Royalty (ELE) Acacia Research (ACTG) Markel (MKL)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Friday File Stocks Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Nvidia (NVDA) Pershing Square USA (PSUS) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Universal Music Group (UMG/AS UMGNF) Cloudflare (NET) HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Brookfield Asset Management (BAM) Sandstorm Gold (SAND SSL/TO) Toast (TOST)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Aurora Innovation (AUR) Iveco (IVG/MI IVCGF) Friday File
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags NRG Energy (NRG) Guest Articles CNH Industrial (CNHI)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Big Picture / Asset Allocation Shopify (SHOP) Occidental Petroleum (OXY)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Vox Royalty (VOXR) PepsiCo (PEP) The Trade Desk (TTD)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags SPACs Burford Capital (BUR) Bit Digital (BTBT)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Select STOXX Europe Aerospace & Defense ETF (EUAD) Markel (MKL) Options or Futures
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Evolution (EVO/ST EVVTY EVGGF) Friday File Oklo (OKLO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Lundin Mining (LUN/TO LUNMF) Gold/Precious Metals & Mining Franco/Nevada (FNV)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR))) Brown & Brown (BRO) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Africa Oil (AOI/TO AOIFF) Centrus Energy (LEU) QXO (QXO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Oklo (OKLO) NuScale Power (SMR) gold
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Constellation Software (CSU/TO CNSWF) Röko Vistra (VST)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Friday File Brookfield Asset Management (BAM) Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Royal Gold (RGLD) BWX Technologies (BWXT) W/R/ Berkley (WRB)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Bill Ackman Pershing Square Holdings (PSH/L PSHZF) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags American Integrity Insurance (AII) silver WESCO (WCC)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags QXO (QXO) Chubb (CB) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags SPDR Gold Shares (GLD) Friday File iShares Gold Trust (IAU)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags CNA Financial (CNA) The Big Secret on Wall Street (This Week) Loews (L)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Preferred Stock DigitalBridge Preferreds DigitalBridge (DBRG)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Keysight (KEYS) Par Technology (PAR) Broadridge Financial Solutions (BR)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags ALPS Alerian MLP (AMLP) Big Picture / Asset Allocation Friday File
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Gold/Precious Metals & Mining Franco/Nevada (FNV) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Alphabet (GOOGL GOOG) Stocks Danny Moses
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC) Universal Music Group (UMG/AS UMGNF) Energy
From Stock Gumshoe
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