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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
May 15, 2026
Tags
Aurora Innovation (AUR)
Cerebras (CBRS)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
International General Insurance Holdings (IGIC)
Toast (TOST)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Domino's Pizza (DPZ)
Meta Platforms (META)
Stocks
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Constellation Software (CSU/TO CNSWF)
Nucor (NUE)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Celsius Holdings (CELH)
First Quantum Minerals (FM/TO FQVLF)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Kinsale Capital (KNSL)
Stocks
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Röko
CNH Industrial (CNHI)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Atlas Energy (ATLE/V CANSD)
Sitio Royalties (STR)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Stocks
Dakota Gold (DC)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
YPF (YPF)
Kochav Defense Acquisition Corp (KCHVU)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
TCW Compounders ETF (GRW)
W/R/ Berkley (WRB)
US Global Technology and Aerospace & Defense ETF (WAR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Big Picture / Asset Allocation
QXO (QXO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Diageo (DEO)
Royal Gold (RGLD)
Heritage Insurance (HRTG)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Nano Nuclear (NNE)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Westinghouse
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
IonQ (IONQ)
Africa Oil (AOI/TO AOIFF)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Universal Music Group (UMG/AS UMGNF)
Uber
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
NuScale Power (SMR)
Friday File
iShares iBonds Oct/ 2035 Term TIPS ETF
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Par Technology (PAR)
WIngstop (WING)
Vistra (VST)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Kinsale Capital (KNSL)
Tyler Technologies (TYL)
RLI (RLI)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Bill Ackman
Howard Hughes Holdings (HHH)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Teqnion (TEQ/ST)
WIngstop (WING)
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Markel (MKL)
Altius Minerals (ALS/TO ATUSF)
Friday File
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Toast (TOST)
SPDR Gold Shares (GLD)
Dakota Gold (DC)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
CNA Financial (CNA)
Berkshire Hathaway (BRK/B)
Loews (L)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Brookfield Property Preferred
gold
DigitalBridge (DBRG)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Friday File
Trade Note
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
SSR Mining (SSRM)
Pernod Ricard (RI/PA PRNDY PDRDF)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Gold Royalty (GROY)
Metalla Royalty & Streaming (MTA/V MTAFF)
Great Eagle Gold (GEGC/CX GEGCF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
ProShares Short S&P 500 ETF (SH)
Danny Moses
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Friday File
From
Stock Gumshoe
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