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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
MFA Financial (MFA)
Ready Capital (RC)
Friday File
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Model N (MODN)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Leap Therapeutics (LPTX)
Mural Oncology (MURA)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trade Note
Chapters Group (CHG/DE)
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
obesity
Market Vectors Junior Gold Miners ETF (GDXJ)
gold
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
David Einhorn
Acacia Research (ACTG)
EQT (EQT)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
cryptocurrencies
Africa Oil (AOI/TO AOIFF)
EQT (EQT)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Arista Networks (ANET)
Teqnion (TEQ/ST)
Goosehead Insurance (GSHD)
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
TuSimple (TSP)
Encore Wire (WIRE)
Toast (TOST)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Pershing Square USA (PSUS)
Pershing Square
China
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Corning (GLW)
Alphabet (GOOGL GOOG)
Technology
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
McCormick (MKC)
AGCO (AGCO)
John Deere (DE)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Trade Note
Sky Harbour (SKYH)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Intuitive Surgical (ISRG)
Qurate (QRTEA QRTEB)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Brown/Forman (BFB BFA)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Shopify (SHOP)
Markel (MKL)
Pernot Ricard (RI/PA PRNDY)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Markel (MKL)
Trade Note
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)
Brookfield Corp (BN)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Universal Music Group (UMG/AS UMGNF)
Constellation Software (CSU/TO CNSWF)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Friday File
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
DocuSign (DOCU)
Friday File
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Qurate (QRTEA QRTEB)
Broadridge Financial Solutions (BR)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Eisai (ESAIY ESALF 4523/T)
Chubb (CB)
Friday File
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
SBA Communications (SBAC)
Dino Polska (DNP/W DNOPY)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Bruce Flatt
Hanesbrands (HBI)
Warren Buffett
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Topicus (TOI/V TOITF)
Permian Basin Royalty Trust (PBT)
Disney (DIS)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Berkshire Hathaway (BRK/B)
Exor (EXO/AS EXXRF)
Friday File
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Gold/Precious Metals & Mining
Rio Tinto (RIO)
From
Stock Gumshoe
Friday File: Lock Box Check-in
September 01, 2023
Tags
Dream Finders Homes (DFH)
Kinsale Capital (KNSL)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: NVIDIA Amazes Again
August 25, 2023
Tags
Stocks
Apple (AAPL)
Technology
From
Stock Gumshoe
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