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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 WESCO (WCC) Markel (MKL) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Rayonier (RYN) Par Technology (PAR) Friday File
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Howard Hughes Holdings (HHH) Pershing Square (PS) OpenAI
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR))) Chipotle Mexican Grill (CMG) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Vistra (VST) Intuitive Surgical (ISRG) International General Insurance Holdings (IGIC)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Peter Lynch Amazon (AMZN) Markel (MKL)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Talen Energy (TLN) Teqnion (TEQ/ST) Chubb (CB)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Viper Energy Partners (VNOM) PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ) Cryptocurrencies
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Burford Capital (BUR) Big Picture / Asset Allocation PepsiCo (PEP)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Sandstorm Gold (SAND SSL/TO) HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR))) Oklo (OKLO)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Dino Polska (DNP/W DNOPY) Loar Holdings (LOAR) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Evolution (EVO/ST EVVTY EVGGF) Oklo (OKLO) Roku (ROKU)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Franco/Nevada (FNV) YieldMax Options Income ETFs Big Picture / Asset Allocation
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Friday File Brown & Brown (BRO) GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Triple Flag Precious Metals (TFPM/TO) Options or Futures QXO (QXO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Nike (NKE) Michael Cembalest Solaris Resources (SLSR)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags BWX Technologies (BWXT) Friday File Constellation Software (CSU/TO CNSWF)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Vox Royalty (VOXR) International General Insurance Holdings (IGIC) Oklo (OKLO)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Arch Capital (ACGL) Topicus (TOI/V TOITF) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Howard Hughes Holdings (HHH) Friday File Bill Ackman
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags American Integrity Insurance (AII) IPO Evolution (EVO/ST EVVTY EVGGF)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags QXO (QXO) Orogen (OGN/V OGNRF) Trade Note
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags SPDR Gold Shares (GLD) Travelers (TRV) Friday File
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Friday File CNA Financial (CNA) Diamond Offshore (DO)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Brookfield Property Preferred DigitalBridge (DBRG) Morgan Housel
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Alphabet (GOOGL GOOG) Friday File Par Technology (PAR)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags ALPS Alerian MLP (AMLP) Hershey (HSY) Keysight (KEYS)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags NatGold Hedging QXO (QXO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Options or Futures ProShares Short S&P 500 ETF (SH) Stellantis (STLA)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Big Picture / Asset Allocation Stocks Nvidia (NVDA)
From Stock Gumshoe
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