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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Union Pacific (UNP)
Vox Royalty (VOXR)
Norfolk Southern (NSC)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Constellation Energy (CEG)
Intuitive Surgical (ISRG)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Technology
WIngstop (WING)
Markel (MKL)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Duke Energy (DUK)
BWX Technologies (BWXT)
Talen Energy (TLN)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Franco/Nevada (FNV)
Black Stone Minerals (BSM)
Coinbase (COIN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Stocks
Friday File
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
BWX Technologies (BWXT)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Trade Note
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Berkshire Hathaway (BRK/B)
Select STOXX Europe Aerospace & Defense ETF (EUAD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
Boston Omaha (BOC)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Royal Gold (RGLD)
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Friday File
Oklo (OKLO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
BWX Technologies (BWXT)
Palantir (PLTR)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Equinox Gold (EQX/V EQXFF)
Nike (NKE)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
Jéronimo Martins (JRONY JRONF)
Chapters Group (CHG/DE)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Alphabet (GOOGL GOOG)
International General Insurance Holdings (IGIC)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Howard Hughes Holdings (HHH)
Vistra (VST)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Howard Hughes Holdings (HHH)
Friday File
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Markel (MKL)
WIngstop (WING)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Altius Minerals (ALS/TO ATUSF)
Orogen (OGN/V OGNRF)
QXO (QXO)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Trade Note
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Berkshire Hathaway (BRK/B)
Boardwalk Pipeline Partners (BWP)
The Big Secret on Wall Street (This Week)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
DigitalBridge Preferreds
Preferred Stock
DigitalBridge (DBRG)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Par Technology (PAR)
Intuitive Surgical (ISRG)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
International General Insurance Holdings (IGIC)
Hershey (HSY)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Great Eagle Gold (GEGC/CX GEGCF)
Osisko Gold Royalties (OR)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Jeffrey Gundlach
ETFs or Mutual Funds
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Energy
Primecap Odyssey Growth (POGRX)
gold
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Greenlight Capital Re (GLRE)
Dino Polska (DNP/W DNOPY)
Trade Note
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
Par Technology (PAR)
Vistra (VST)
WIngstop (WING)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Dakota Gold (DC)
Cloudflare (NET)
Brookfield Corp (BN)
From
Stock Gumshoe
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