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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 Versamet Royalties (VMET) Aurora Innovation (AUR) Cerebras (CBRS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Amrize (AMRZ) Rayonier (RYN) Texas Pacific Land (TPL)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Microsoft (MSFT) Pershing Square (PS) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
Tickers UBER
Tags Union Pacific (UNP) Topicus (TOI/V TOITF) Spring Valley Acquisition II (SVII)
From Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
Tags NuScale Power (SMR) International General Insurance Holdings (IGIC) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
Tags Nvidia (NVDA) Options or Futures Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
Tags Friday File Berkshire Hathaway (BRK/B) CNH Industrial (CNHI)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Viper Energy Partners (VNOM) Sitio Royalties (STR) Vistra (VST)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Royal Gold (RGLD) Vistra (VST) Northern Star Resources (NST/AX NESRF)
From Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
Tags Bit Digital (BTBT) Oklo (OKLO) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
Tags Thermo Fisher Scientific (TMO) Friday File Dino Polska (DNP/W DNOPY)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Big Picture / Asset Allocation Oklo (OKLO) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Global X Nasdaq Covered Call ETF (QYLD) Big Picture / Asset Allocation Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
Tags BWX Technologies (BWXT) NuScale Power (SMR) Oklo (OKLO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Sandstorm Gold (SAND SSL/TO) Energy Markel (MKL)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags NuScale Power (SMR) Nike (NKE) Amazon (AMZN)
From Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
Tags GE Vernova (GEV) Constellation Software (CSU/TO CNSWF) QXO (QXO)
From Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
Tags Oklo (OKLO) BWX Technologies (BWXT) Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
Tags Friday File Arch Capital (ACGL) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
Tags Friday File Bill Ackman Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Q1 Earningspalooza
Tickers IPO SILVER
Tags teqnion Berkshire Hathaway (BRK/B) Amazon (AMZN)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Chubb (CB) AngloGold Ashanti Ltd/ (AU) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
Tickers GOLD
Tags Friday File Trade Note Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
Tags Boardwalk Pipeline Partners (BWP) Friday File Diamond Offshore (DO)
From Stock Gumshoe
Friday File: Turtling Up?
Tickers GOLD
Tags DigitalBridge (DBRG) gold Arch Capital (ACGL)
From Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
Tags Broadridge Financial Solutions (BR) Keysight (KEYS) Stocks
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Diageo (DEO) Hershey (HSY) Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Kinsale Capital (KNSL) Gold/Precious Metals & Mining Northern Dynasty Minerals (NAK NDM/TO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Equifund Barry Ritholz Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Glencore (GLEN/L GLNCY) Pershing Square Holdings (PSH/AS PSHZF) Energy
From Stock Gumshoe
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