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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Celsius Holdings (CELH)
BWX Technologies (BWXT)
Interactive Brokers (IBKR)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Miles Lewis
Touk Sinantha
Teledyne Technologies (TDY)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Burford Capital (BUR)
Friday File
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
D/ R/ Horton (DHI)
Fulgent Genetics (FLGT)
NVR (NVR)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Acacia Research (ACTG)
Nvidia (NVDA)
UIPath (PATH)
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
Friday File
Berkshire Hathaway (BRK/B)
John Deere (DE)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Enovis (ENOV)
Hershey (HSY)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Options or Futures
Hedging
Super Micro Computer (SMCI)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
$100K Lock Box
American Tower (AMT)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Aadi Bioscience (AADI)
SomaLogic (SLGC)
Danaher (DHR)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Trump Media & Technology (DWAC SPAC)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Fluence
Hermes (RMS/PA HESAY)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Acacia Research (ACTG)
David Einhorn
Equitrans (ETRN)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
EQT (EQT)
Qurate (QRTEA QRTEB)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Nvidia (NVDA)
Friday File
Arista Networks (ANET)
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
Encore Wire (WIRE)
BioArctic (BIOA/B/ST BRCTF)
ARM Holdings (ARM)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Acacia Research (ACTG)
Markel (MKL)
Stocks
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Apple (AAPL)
Alphabet (GOOGL GOOG)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Diageo (DEO)
Brown & Brown (BRO)
John Deere (DE)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Boston Omaha (BOC)
Trade Note
SomaLogic (SLGC)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Seabridge Gold (SA SEA/TO)
Qurate (QRTEA QRTEB)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Diageo (DEO)
Big Picture / Asset Allocation
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Unity Software (U)
Commodities / Natural Resources
Roku (ROKU)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Boston Omaha (BOC)
AON (AON)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Keysight (KEYS)
Trade Note
Charlie Munger
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Liberty Braves (BATRA BATRB BATRK)
Coca Cola (KO)
Lowe's (LOW)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
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