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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
Encore Wire (WIRE)
Nvidia (NVDA)
Office Properties Income Trust (OPI)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
J&J Snack Foods (JJSF)
Touk Sinantha
Sequoia
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Markel (MKL)
Microsoft (MSFT)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Friday File
Vistra (VST)
Credo Technology (CRDO)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
ALPS Alerian MLP (AMLP)
Boston Omaha (BOC)
Sky Harbour (SKYH)
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
Meb Faber
John Deere (DE)
Berkshire Hathaway (BRK/B)
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
Hershey (HSY)
Thales (HO/PA THLLY THLEF)
Friday File
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Kinsale Capital (KNSL)
Alphabet (GOOGL GOOG)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
S&P 500 ETF (SPY)
Ready Capital (RC)
Options or Futures
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Model N (MODN)
Friday File
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Biotech/Medical
Precision BioSciences (DTIL)
Hershey (HSY)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trump Media & Technology (DWAC SPAC)
Teqnion (TEQ/ST)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Friday File
Stem (STEM)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Trade Note
EQT (EQT)
Equitrans (ETRN)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Big Picture / Asset Allocation
Keysight (KEYS)
Toast (TOST)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Kinsale Capital (KNSL)
Markel (MKL)
Arista Networks (ANET)
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)
Atkore (ATKR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Pershing Square
Par Technology (PAR)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Corning (GLW)
Alphabet (GOOGL GOOG)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Brown & Brown (BRO)
AGCO (AGCO)
Enbridge (ENB)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Arix Bioscience (ARIX/L)
Standard Bio Tools (LAB)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Qurate Preferreds (QRTEP)
First Quantum Minerals (FM/TO FQVLF)
Seabridge Gold (SA SEA/TO)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Friday File
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Friday File
Goosehead Insurance (GSHD)
Fluence
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
BioArctic (BIOA/B/ST BRCTF)
Amazon (AMZN)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Friday File
Brookfield Asset Management (BAM)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Constellation Software (CSU/TO CNSWF)
Chapters Group (CHG/DE)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
The Trade Desk (TTD)
Friday File
Par Technology (PAR)
From
Stock Gumshoe
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