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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Kopin (KOPN)
Technology
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Trade Note
Pernod Ricard (RI/PA PRNDY PDRDF)
ALPS Alerian MLP (AMLP)
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
John Deere (DE)
Berkshire Hathaway (BRK/B)
Meb Faber
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Friday File
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Textron (TXT)
Arcadea
Lockheed Martin (LMT)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Chubb (CB)
Meta Platforms (META)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
DigitalBridge Preferreds
Hedging
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
gold
Big Picture / Asset Allocation
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
Ikena Oncology (IKNA)
China Shineway Pharmaceutical (CSWYF)
Cyteir Therapeutics (CYTT)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trump Media & Technology (DWAC SPAC)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Royal Philips (PHG)
Friday File
Hermes (RMS/PA HESAY)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Acacia Research (ACTG)
Intuitive Surgical (ISRG)
Toast (TOST)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Qurate (QRTEA QRTEB)
Par Technology (PAR)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Kinsale Capital (KNSL)
Acacia Research (ACTG)
Giverny Capital
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
Atkore (ATKR)
The Trade Desk (TTD)
Toast (TOST)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Cloudflare (NET)
Friday File
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Meta Platforms (META)
Chubb (CB)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Enbridge (ENB)
Brown & Brown (BRO)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Acacia Research (ACTG)
McCormick (MKC)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Par Technology (PAR)
Qurate (QRTEA QRTEB)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Remy Cointreau (RCO/PA REMYY REMYF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Unity Software (U)
Shopify (SHOP)
Stocks
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
AON (AON)
Artificial Intelligence (A/I/)
Markel (MKL)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
WESCO (WCC)
Nvidia (NVDA)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Alphabet (GOOGL GOOG)
Pershing Square Holdings (PSH/AS PSHZF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Friday File
The Trade Desk (TTD)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Toast (TOST)
Sandstorm Gold (SAND SSL/TO)
Tiptree (TIPT)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Big Picture / Asset Allocation
Qurate Preferreds (QRTEP)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Chubb (CB)
Meta Platforms (META)
Hedging
From
Stock Gumshoe
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