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Latest News about Friday File
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Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Beacon Roofing (BECN)
Brookfield Corp (BN)
Builders FirstSource (BLDR)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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International General Insurance Holdings (IGIC)
XPO Logistics (XPO)
Trade Note
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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WIngstop (WING)
Cloudflare (NET)
Friday File
From
Stock Gumshoe
Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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The Trade Desk (TTD)
Vox Royalty (VOXR)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
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Atkore (ATKR)
Uber
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Chubb (CB)
Texas Pacific Land Trust (TPL)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Intuitive Surgical (ISRG)
NuScale Power (SMR)
Cameco (CCJ)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Lennar (LEN)
Equity Residential (EQR)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Howard Marks
D/Wave Quantum (QBTS)
Chubb (CB)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Kinsale Capital (KNSL)
GameStop (GME)
Stocks
From
Stock Gumshoe
Friday File: So Long, 2024
December 20, 2024
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Acacia Research (ACTG)
Butterfly Network (BFLY)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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Cameco (CCJ)
Oklo (OKLO)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Friday File
Wide Moat Research
Brad Thomas
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Big Picture / Asset Allocation
Toast (TOST)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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John Deere (DE)
AGCO (AGCO)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Tricks and Treats
November 01, 2024
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Technology
Alphabet (GOOGL GOOG)
Markel (MKL)
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
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Kinsale Capital (KNSL)
Friday File
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Katusa Research
Dominion Resources (D)
From
Stock Gumshoe
Friday File: Splitting Atoms for Fun and Profit!
October 04, 2024
Tickers
OKLO
Tags
Denison Mines (DNN DML/TO)
Brookfield Asset Management (BAM)
Siemens (SIE/DE SIEGY)
From
Stock Gumshoe
Friday File: Double Buy in Gold?
September 27, 2024
Tags
Trade Note
DigitalBridge (DBRG)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Arch Capital (ACGL)
Beazley (BEZ/L BZYLF)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Pangea’s Wizard for Gold Riches?
September 13, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Royal Gold (RGLD)
John Doody
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Standard Bio Tools (LAB)
Teeka Tiwari
Friday File
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Guest Articles
Osisko Mining (OSK/TO OBNNF)
Friday File
From
Stock Gumshoe
Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
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Nike (NKE)
Brookfield Asset Management (BAM)
Friday File
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
Tags
Shopify (SHOP)
Atkore (ATKR)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Friday File
Alphabet (GOOGL GOOG)
Markel (MKL)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Netflix (NFLX)
Nvidia (NVDA)
Enphase Energy (ENPH)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Pershing Square USA (PSUS)
Evolution (EVO/ST EVVTY EVGGF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Kinsale Capital (KNSL)
Intuitive Surgical (ISRG)
Atkore (ATKR)
From
Stock Gumshoe
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