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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
Exor (EXO/AS EXXRF)
Evolution (EVO/ST EVVTY EVGGF)
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Touk Sinantha
Kyndryl (KD)
Ashtead Group (ASHTY ASHTF)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Par Technology (PAR)
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
SMART Global Holdings (SGH)
options
James Altucher
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Acacia Research (ACTG)
Black Stone Minerals (BSM)
Keysight (KEYS)
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
Acacia Research (ACTG)
Friday File
Chubb (CB)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Trade Note
Roku (ROKU)
Danaher (DHR)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Series I Savings Bonds
Chubb (CB)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Friday File
AG Mortgage Investment Trust (MITT)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Altius Minerals (ALS/TO ATUSF)
UniQure (QURE)
HOOKIPA Pharma (HOOK)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Friday File
Teqnion (TEQ/ST)
Trump Media & Technology (DWAC SPAC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Options or Futures
Ferrari (RACE)
Market Vectors Gold Miners ETF (GDX)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Toast (TOST)
David Einhorn
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Bitcoin (BTC)
Par Technology (PAR)
Trade Note
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Tom Poppe
Giverny Capital
Kinsale Capital (KNSL)
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
WESCO (WCC)
Atkore (ATKR)
SoundHound AI (SOUN)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Markel (MKL)
Acacia Research (ACTG)
Lowe's (LOW)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Alphabet (GOOGL GOOG)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Arthur J/ Gallagher (AJG)
Intuitive Surgical (ISRG)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Boston Omaha (BOC)
Diageo (DEO)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
First Quantum Minerals (FM/TO FQVLF)
Qurate (QRTEA QRTEB)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Suntory (2578/T STBFY STBFF)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Huntington Ingalls Industries (HII)
Intuitive Surgical (ISRG)
Fluence
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
AON (AON)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Cisco (CSCO)
Keysight (KEYS)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Friday File
Coca Cola (KO)
Liberty Braves (BATRA BATRB BATRK)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
The Trade Desk (TTD)
Par Technology (PAR)
Boston Omaha (BOC)
From
Stock Gumshoe
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