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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
Markel (MKL)
WESCO (WCC)
Friday File
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Berkshire Hathaway (BRK/B)
Toast (TOST)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Brown & Brown (BRO)
Texas Pacific Land (TPL)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Cloudflare (NET)
Altius Minerals (ALS/TO ATUSF)
Perplexity
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Constellation Energy (CEG)
Royal Gold (RGLD)
Vistra (VST)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Nvidia (NVDA)
Options or Futures
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Berkshire Hathaway (BRK/B)
Friday File
Vistra (VST)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Viper Energy Partners (VNOM)
Sitio Royalties (STR)
Vistra (VST)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Northern Star Resources (NST/AX NESRF)
Hershey (HSY)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Burford Capital (BUR)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
TCW Compounders ETF (GRW)
International General Insurance Holdings (IGIC)
Illumina (ILMN)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
American Integrity Insurance (AII)
Diageo (DEO)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Westinghouse
Friday File
Trade Note
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
BWX Technologies (BWXT)
Oklo (OKLO)
The Metals Company (TMC)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Royal Gold (RGLD)
Equinox Gold (EQX/V EQXFF)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Jéronimo Martins (JRONY JRONF)
Constellation Software (CSU/TO CNSWF)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
WIngstop (WING)
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
International General Insurance Holdings (IGIC)
Constellation Software (CSU/TO CNSWF)
Acacia Research (ACTG)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Pershing Square Holdings (PSH/L PSHZF)
Howard Hughes Holdings (HHH)
Bill Ackman
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Brown & Brown (BRO)
Domino's Pizza (DPZ)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
AngloGold Ashanti Ltd/ (AU)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Friday File
Trade Note
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
The Big Secret on Wall Street (This Week)
CNA Financial (CNA)
Loews (L)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Royal Gold (RGLD)
Hovnanian Enterprises (HOV)
Preferred Stock
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Broadridge Financial Solutions (BR)
Keysight (KEYS)
Friday File
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Diageo (DEO)
Exor (EXO/AS EXXRF)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Gold/Precious Metals & Mining
Northern Dynasty Minerals (NAK NDM/TO)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
ETFs or Mutual Funds
Eagle Energy Metals
Meb Faber
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Glencore (GLEN/L GLNCY)
Acacia Research (ACTG)
From
Stock Gumshoe
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