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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
Tags Microsoft (MSFT) Big Picture / Asset Allocation Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Friday File Stocks Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Howard Hughes Holdings (HHH) Viper Energy (VNOM) Markel (MKL)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Union Pacific (UNP) Canadian Pacific (CP) Lennar (LEN)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Medtronic (MDT) First Quantum Minerals (FM/TO FQVLF) Celsius Holdings (CELH)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Ferrari (RACE) Markel (MKL) Options or Futures
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags CNH Industrial (CNHI) NRG Energy (NRG) Guest Articles
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Black Stone Minerals (BSM) Wheaton Precious Metals (WPM) Coinbase (COIN)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Vox Royalty (VOXR) PepsiCo (PEP) Amazon (AMZN)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags YPF (YPF) Friday File GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Loar Holdings (LOAR) Markel (MKL) CompoSecure (CMPO)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Evolution (EVO/ST EVVTY EVGGF) Oklo (OKLO) Friday File
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Big Picture / Asset Allocation Global X Nasdaq Covered Call ETF (QYLD) Friday File
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags Nano Nuclear (NNE) BWX Technologies (BWXT) Trade Note
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Sandstorm Gold (SAND SSL/TO) BigBear/ai (BBAI) The Metals Company (TMC)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags BWX Technologies (BWXT) Equinox Gold (EQX/V EQXFF) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Constellation Software (CSU/TO CNSWF) Chapters Group (CHG/DE) Topicus (TOI/V TOITF)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Toast (TOST) DigitalBridge (DBRG) Celsius Holdings (CELH)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Pershing Square Holdings (PSH/L PSHZF) The Trade Desk (TTD) International General Insurance Holdings (IGIC)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Friday File Acacia Research (ACTG) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags Berkshire Hathaway (BRK/B) Amazon (AMZN) silver
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Markel (MKL) Chubb (CB) QXO (QXO)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Friday File SPDR Gold Shares (GLD) Dakota Gold (DC)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Berkshire Hathaway (BRK/B) Loews (L) The Big Secret on Wall Street (This Week)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Hovnanian Enterprises (HOV) gold Vox Royalty (VOXR)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Friday File Shopify (SHOP) Stocks
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Sandstorm Gold (SAND SSL/TO) Hershey (HSY) SSR Mining (SSRM)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Stocks Big Picture / Asset Allocation American Financial Group (AFG)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags IonQ (IONQ) Berkshire Hathaway (BRK/B) Beacon Roofing (BECN)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags QXO (QXO) Acacia Research (ACTG) Energy
From Stock Gumshoe
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