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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
Brookfield Asset Management (BAM)
Pershing Square Holdings (PSH/L PSHZF)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
MercadoLibre (MELI)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Technology
Domino's Pizza (DPZ)
Markel (MKL)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
BWX Technologies (BWXT)
D/ R/ Horton (DHI)
Canadian National Railway (CNI)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Brookfield Corp (BN)
Par Technology (PAR)
Friday File
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Exor (EXO/AS EXXRF)
Peter Lynch
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
WisdomTree Japan SmallCap Dividend Fund (DFJ)
CNH Industrial (CNHI)
NRG Energy (NRG)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Wheaton Precious Metals (WPM)
Sandstorm Gold (SAND SSL/TO)
Coinbase (COIN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
Amazon (AMZN)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Oklo (OKLO)
Chevron (CVX)
Eni (E)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Dino Polska (DNP/W DNOPY)
Thermo Fisher Scientific (TMO)
US Global Technology and Aerospace & Defense ETF (WAR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
QXO (QXO)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Gold/Precious Metals & Mining
Big Picture / Asset Allocation
Royal Gold (RGLD)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
BWX Technologies (BWXT)
Oklo (OKLO)
Nano Nuclear (NNE)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Options or Futures
Oklo (OKLO)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Franco/Nevada (FNV)
Pershing Square Holdings (PSH/L PSHZF)
Solaris Resources (SLSR)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
iShares iBonds Oct/ 2033 Term TIPS ETF
Constellation Energy (CEG)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
WIngstop (WING)
Celsius Holdings (CELH)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Pershing Square Holdings (PSH/L PSHZF)
W/R/ Berkley (WRB)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Acacia Research (ACTG)
Pershing Square Holdings (PSH/L PSHZF)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Berkshire Hathaway (BRK/B)
Markel (MKL)
Hershey (HSY)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Kinsale Capital (KNSL)
Orogen (OGN/V OGNRF)
AngloGold Ashanti Ltd/ (AU)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
SPDR Gold Shares (GLD)
Royal Gold (RGLD)
Dakota Gold (DC)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
The Big Secret on Wall Street (This Week)
Diamond Offshore (DO)
Loews (L)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Royal Gold (RGLD)
Hovnanian Enterprises (HOV)
DigitalBridge (DBRG)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Keysight (KEYS)
Par Technology (PAR)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Friday File
Trade Note
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Kinsale Capital (KNSL)
Orogen (OGN/V OGNRF)
Hedging
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
ProShares Short S&P 500 ETF (SH)
Hedging
Amazon (AMZN)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Acacia Research (ACTG)
Income Investing
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From
Stock Gumshoe
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