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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 Acacia Research (ACTG) Versamet Royalties (VMET) Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Amazon (AMZN) Viper Energy (VNOM) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Meta Platforms (META) Pershing Square (PS) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Uber Boston Omaha (BOC) Spring Valley Acquisition II (SVII)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags Friday File Westinghouse The Trade Desk (TTD)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Markel (MKL) Friday File Stellantis (STLA)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Friday File Talen Energy (TLN) Röko
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Vistra (VST) Big Picture / Asset Allocation Atlas Energy (ATLE/V CANSD)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Vistra (VST) YPF (YPF) Big Picture / Asset Allocation
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Royal Gold (RGLD) Trade Note Bit Digital (BTBT)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Burford Capital (BUR) Danaher (DHR) US Global Technology and Aerospace & Defense ETF (WAR)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Oklo (OKLO) Evolution (EVO/ST EVVTY EVGGF) QXO (QXO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Triple Flag Precious Metals (TFPM/TO) Royal Gold (RGLD) BHP Billiton (BHP)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR))) Nano Nuclear (NNE) Oklo (OKLO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Constellation Energy (CEG) Franco/Nevada (FNV) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Canadian Pacific (CP) BWX Technologies (BWXT) NuScale Power (SMR)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags Vistra (VST) Constellation Software (CSU/TO CNSWF) iShares iBonds Oct/ 2033 Term TIPS ETF
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Chubb (CB) Par Technology (PAR) DigitalBridge Preferreds
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Arch Capital (ACGL) BWX Technologies (BWXT) RLI (RLI)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Pershing Square Holdings (PSH/L PSHZF) Howard Hughes Holdings (HHH) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags WESCO (WCC) Aspen Insurance (AHL) Roku (ROKU)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Altius Minerals (ALS/TO ATUSF) Big Picture / Asset Allocation Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Pershing Square Holdings (PSH/AS PSHZF) Trade Note Royal Gold (RGLD)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Diamond Offshore (DO) Berkshire Hathaway (BRK/B) Loews (L)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags Hovnanian Enterprises (HOV) gold Preferred Stock
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Friday File Keysight (KEYS) Trade Note
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Diageo (DEO) International General Insurance Holdings (IGIC) Hershey (HSY)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Gold Royalty (GROY) Sandstorm Gold (SAND SSL/TO) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Rigetti Computing (RGTI) Meb Faber Eagle Energy Metals
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Universal Music Group (UMG/AS UMGNF) Pershing Square Holdings (PSH/AS PSHZF) Acacia Research (ACTG)
From Stock Gumshoe
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