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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
Tags
Shopify (SHOP)
The Trade Desk (TTD)
Technology
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Chubb (CB)
Friday File
Westinghouse
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ALPS Alerian MLP (AMLP)
Cameco (CCJ)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Brookfield Asset Management (BAM)
Meta Platforms (META)
Fannie Mae (FNMA)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
Tags
Hedging
Howard Marks
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Big Picture / Asset Allocation
Stocks
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
Tags
WIngstop (WING)
Diageo (DEO)
Butterfly Network (BFLY)
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
Tags
GE Vernova (GEV)
Mondelez International (MDLZ)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
Tags
Trade Note
Boston Omaha (BOC)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Brown & Brown (BRO)
Royal Gold (RGLD)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
David Einhorn
Exor (EXO/AS EXXRF)
Flutter (PDYPY)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
Tags
Friday File
Brookfield Corp (BN)
Chubb (CB)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
Tags
W/R/ Berkley (WRB)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Apple (AAPL)
Areva (AREVA/PA ARVCF)
Trade Note
From
Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
Tags
Constellation Energy (CEG)
Centrus Energy (LEU)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Trade Note
SPDR Gold Shares (GLD)
iShares Gold Trust (IAU)
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Vistra (VST)
Constellation Energy (CEG)
Fairfax Financial Holdings (FFH/TO FRFHF)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
Osisko Gold Royalties (OR)
Wheaton Precious Metals (WPM)
Ely Gold Royalties (ELY/V ELYGF)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Sky Quarry
Dino Polska (DNP/W DNOPY)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Trade Note
gold
Osisko Mining (OSK/TO OBNNF)
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
Tags
Brookfield Asset Management (BAM)
Burford Capital (BUR)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Monster Beverage (MNST)
Toast (TOST)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Celsius Holdings (CELH)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Stocks
Big Picture / Asset Allocation
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Domino's Pizza (DPZ)
Amazon (AMZN)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Boston Omaha (BOC)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Vuzix (VUZI)
Rolls/Royce (RR/L RYCEY RYCEF)
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Diageo (DEO)
Charlie Munger
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Porter Stansberry
Argentina
Apple (AAPL)
From
Stock Gumshoe
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