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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
Structure Therapeutics (GPCR)
Trade Note
SMART Global Holdings (SGH)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
John Deere (DE)
Pernod Ricard (RI/PA PRNDY PDRDF)
Toast (TOST)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Netflix (NFLX)
The Trade Desk (TTD)
Chubb (CB)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Income Investing
Technology
Leonardo (LDO/MI FINMF FINMY)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
W/R/ Berkley (WRB)
Series I Savings Bonds
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Income Investing
DigitalBridge (DBRG)
AG Mortgage Investment Trust (MITT)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
American Tower (AMT)
Amazon (AMZN)
Income Investing
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
AlloVir (ALVR)
Sihuan Phamaceutical (SHPHF)
China Shineway Pharmaceutical (CSWYF)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Par Technology (PAR)
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
Stem (STEM)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Acacia Research (ACTG)
ALPS Alerian MLP (AMLP)
EQT (EQT)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Keysight (KEYS)
Shopify (SHOP)
Ethereum (ETH)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Markel (MKL)
Tom Poppe
Sequoia
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
Trade Note
ARM Holdings (ARM)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Pershing Square USA (PSUS)
Yiren Digital (YRD)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Chubb (CB)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Brown & Brown (BRO)
Exor (EXO/AS EXXRF)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Arix Bioscience (ARIX/L)
Sky Harbour (SKYH)
McCormick (MKC)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Roku (ROKU)
Royal Gold (RGLD)
gold
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Friday File
Remy Cointreau (RCO/PA REMYY REMYF)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
SomaLogic (SLGC)
Amazon (AMZN)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Qurate Preferreds (QRTEP)
Kinsale Capital (KNSL)
Toast (TOST)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Atkore (ATKR)
Charlie Munger
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Teqnion (TEQ/ST)
Constellation Software (CSU/TO CNSWF)
Software Circle (SFT/L)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Par Technology (PAR)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Nvidia (NVDA)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Markel (MKL)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Trade Note
Markel (MKL)
Brown & Brown (BRO)
From
Stock Gumshoe
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