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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Markel (MKL)
Atkore (ATKR)
Model N (MODN)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Bob Robotti
Jim Tringas
David Poppe
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Kinsale Capital (KNSL)
Agilysys (AGYS)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
D/ R/ Horton (DHI)
Kopin (KOPN)
Paradigm Mastermind Group
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Acacia Research (ACTG)
Sky Harbour (SKYH)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
The Trade Desk (TTD)
Chubb (CB)
Friday File
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Enovis (ENOV)
Lockheed Martin (LMT)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Boston Omaha (BOC)
Teqnion (TEQ/ST)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Intuitive Surgical (ISRG)
Options or Futures
Preferred Stock
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Microsoft (MSFT)
Royal Gold (RGLD)
Vaulted
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Hershey (HSY)
IO Biotech (IOBT)
Leap Therapeutics (LPTX)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Boston Omaha (BOC)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Novo Nordisk (NVO)
Ferrari (RACE)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Friday File
ALPS Alerian MLP (AMLP)
Trade Note
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Keysight (KEYS)
Par Technology (PAR)
Shopify (SHOP)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Sequoia
Friday File
Giverny Capital
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Kinsale Capital (KNSL)
SoundHound AI (SOUN)
Toast (TOST)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
JD/com (JD)
Alibaba (BABA)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Meta Platforms (META)
Chubb (CB)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Pernod Ricard (RI/PA PRNDY PDRDF)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Arix Bioscience (ARIX/L)
Trade Note
Liberty Sirius (LSXMA)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
Par Technology (PAR)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Big Picture / Asset Allocation
Medical Properties Trust (MPW)
Pernot Ricard (RI/PA PRNDY)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Nvidia (NVDA)
Domino's Pizza (DPZ)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Kinsale Capital (KNSL)
BioArctic (BIOA/B/ST BRCTF)
Marsh & McLennan (MMC)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Brookfield Asset Management (BAM)
WESCO (WCC)
Charlie Munger
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chapters Group (CHG/DE)
Pershing Square Holdings (PSH/AS PSHZF)
Lowe's (LOW)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
The Trade Desk (TTD)
Trade Note
From
Stock Gumshoe
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