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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
May 15, 2026
Tags
Pershing Square Holdings (PSH/L PSHZF)
Royal Gold (RGLD)
Aurora Innovation (AUR)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Toast (TOST)
Berkshire Hathaway (BRK/B)
Viper Energy (VNOM)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
OpenAI
Viper Energy (VNOM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Eagle Energy Metals
Altius Minerals (ALS/TO ATUSF)
CSX Corp (CSX)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Toast (TOST)
Celsius Holdings (CELH)
First Quantum Minerals (FM/TO FQVLF)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Goosehead Insurance (GSHD)
Peter Lynch
Stocks
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
CNH Industrial (CNHI)
Vistra (VST)
WisdomTree Japan SmallCap Dividend Fund (DFJ)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
CSX Corp (CSX)
Royal Gold (RGLD)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Hershey (HSY)
Northern Star Resources (NST/AX NESRF)
Nvidia (NVDA)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Commonwealth Fusion Systems
Royal Gold (RGLD)
Synopsys (SNPS)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
CompoSecure (CMPO)
Berkshire Hathaway (BRK/B)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
Oklo (OKLO)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
BHP Billiton (BHP)
Franco/Nevada (FNV)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Trade Note
Friday File
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
International General Insurance Holdings (IGIC)
QXO (QXO)
Markel (MKL)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Franco/Nevada (FNV)
GE Vernova (GEV)
Uber
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
NuScale Power (SMR)
Dino Polska (DNP/W DNOPY)
iShares iBonds Oct/ 2035 Term TIPS ETF
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
Brookfield Corp (BN)
Meta Platforms (META)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Markel (MKL)
Acacia Research (ACTG)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Friday File
Howard Hughes Holdings (HHH)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Domino's Pizza (DPZ)
Brown & Brown (BRO)
WIngstop (WING)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
W/R/ Berkley (WRB)
Altius Minerals (ALS/TO ATUSF)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Friday File
Trade Note
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Boardwalk Pipeline Partners (BWP)
Friday File
Diamond Offshore (DO)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Morgan Housel
DigitalBridge Preferreds
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Shopify (SHOP)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Orogen (OGN/V OGNRF)
Friday File
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Friday File
Beacon Roofing (BECN)
Jeffrey Gundlach
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Glencore (GLEN/L GLNCY)
Tesla Motors (TSLA)
From
Stock Gumshoe
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