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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Dino Polska (DNP/W DNOPY)
Jéronimo Martins (JRONY JRONF)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Par Technology (PAR)
Intuitive Surgical (ISRG)
Equitrans (ETRN)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Stansberry's Investment Advisory
Keysight (KEYS)
Textron (TXT)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Friday File
Sequoia
Tom Poppe
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
ARM Holdings (ARM)
Nvidia (NVDA)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Markel (MKL)
Par Technology (PAR)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Markel (MKL)
Meta Platforms (META)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
LVMH (MC/PA LVMUY LVMHF)
Friday File
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Trade Note
Nvidia (NVDA)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
gold
Roku (ROKU)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Friday File
Sandstorm Gold (SAND SSL/TO)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Domino's Pizza (DPZ)
Nvidia (NVDA)
Fluence
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Alphabet (GOOGL GOOG)
Markel (MKL)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Brookfield Asset Management (BAM)
Friday File
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
Danaher (DHR)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
The Trade Desk (TTD)
Par Technology (PAR)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
U/Haul Holdings (UHAL)
DocuSign (DOCU)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Broadridge Financial Solutions (BR)
Markel (MKL)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Amazon (AMZN)
W/R/ Berkley (WRB)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Brookfield Corp (BN)
Berkshire Hathaway (BRK/B)
Michael Burry
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Teqnion (TEQ/ST)
Journey Energy (JOY/TO JRNGF)
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Trade Note
brookfield
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Deterra Royalties (DRR/AX)
Gold/Precious Metals & Mining
Siemens Healthineers (SHL/DE SMMNY SEMHF)
From
Stock Gumshoe
Friday File: Lock Box Check-in
September 01, 2023
Tags
Teqnion (TEQ/ST)
inTEST (INTT)
PubMatic (PUBM)
From
Stock Gumshoe
Friday File: NVIDIA Amazes Again
August 25, 2023
Tags
Taiwan Semiconductor (TSM)
Friday File
Technology
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Friday File
NVR (NVR)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Friday File
Markel (MKL)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Options or Futures
S&P 500 ETF (SPY)
Friday File
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Encore Wire (WIRE)
Brown & Brown (BRO)
Kinsale Capital (KNSL)
From
Stock Gumshoe
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