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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
Tickers OKLO
Tags MyMD Pharmaceuticals (MYMD) BYD (1211/HK BYDDF BYDDY) Atkore (ATKR)
From Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
Tags Brown & Brown (BRO) Ashtead Group (ASHTY ASHTF) Charlie Munger
From Stock Gumshoe
Friday File: Social Inflation Winner?
Tags Omni Bridgeway (OBL/AX IMMFF) Microsoft (MSFT) Agilysys (AGYS)
From Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
Tickers GOLD
Tags Nvidia (NVDA) Structure Therapeutics (GPCR) D/ R/ Horton (DHI)
From Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
Tags Freehold Royalties (FRU/TO FRHLF) Toast (TOST) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
Tags Markel (MKL) Friday File
From Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
Tags Acacia Research (ACTG) John Deere (DE) Boston Omaha (BOC)
From Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
Tags Friday File Trade Note Boston Omaha (BOC)
From Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
Tags Trade Note Friday File Huntington Ingalls Industries (HII)
From Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
Tags Alphabet (GOOGL GOOG) Friday File Trade Note
From Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
Tags Intuitive Surgical (ISRG) Super Micro Computer (SMCI) AG Mortgage Investment Trust (MITT)
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Crown Castle (CCI) Big Picture / Asset Allocation American Tower (AMT)
From Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
Tags Mural Oncology (MURA) HubSpot (HUBS) Cyteir Therapeutics (CYTT)
From Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
Tags Par Technology (PAR) Friday File Ecora Resources (ECOR/L ECOR/TO ECRAF)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Jéronimo Martins (JRONY JRONF) gold Stem (STEM)
From Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
Tags David Einhorn Par Technology (PAR) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Bitcoin (BTC) Shopify (SHOP) Dorchester Minerals (DMLP)
From Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
Tags Sequoia Tom Poppe Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
Tags Encore Wire (WIRE) Friday File Trade Note
From Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
Tags Pershing Square Lowe's (LOW) Foreign Investments
From Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
Tags Keysight (KEYS) Chubb (CB) Corning (GLW)
From Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
Tags LVMH (MC/PA LVMUY LVMHF) Arthur J/ Gallagher (AJG) Enbridge (ENB)
From Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
Tags Sky Harbour (SKYH) Taiwan Semiconductor (TSM) Chapters Group (CHG/DE)
From Stock Gumshoe
Friday File — Creeping into Earnings Season
Tickers GOLD
Tags Qurate (QRTEA QRTEB) Par Technology (PAR) Friday File
From Stock Gumshoe
Friday File: Fill up your Snifter
Tags Remy Cointreau (RCO/PA REMYY REMYF) Medical Properties Trust (MPW) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Best of 2023
Tags Technology Boston Omaha (BOC) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Artificial Intelligence (A/I/) Brown & Brown (BRO) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
Tags Brookfield Asset Management (BAM) Nvidia (NVDA) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Nvidia (NVDA) Software Circle (SFT/L) Teqnion (TEQ/ST)
From Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
Tags Par Technology (PAR) The Trade Desk (TTD) Trade Note
From Stock Gumshoe
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