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Latest News about Friday File
Recent news which mentions Friday File
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Nvidia (NVDA)
Tom Poppe
Giverny Capital
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
Friday File
Kinsale Capital (KNSL)
Encore Wire (WIRE)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Foreign Investments
Stocks
Lowe's (LOW)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Markel (MKL)
Advanced Micro Devices (AMD)
Chubb (CB)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
W/R/ Berkley (WRB)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Sky Harbour (SKYH)
Chapters Group (CHG/DE)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Seabridge Gold (SA SEA/TO)
Qurate (QRTEA QRTEB)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Berkshire Hathaway (BRK/B)
Brookfield Corp (BN)
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
Willis Towers Watson (WLTW)
Alphabet (GOOGL GOOG)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Occidental Petroleum (OXY)
Charlie Munger
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chris Mayer
Big Picture / Asset Allocation
Lowe's (LOW)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Dream Finders Homes (DFH)
Friday File
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Kinsale Capital (KNSL)
Shopify (SHOP)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Hedging
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Commodities / Natural Resources
SBA Communications (SBAC)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Autopilot
Big Picture / Asset Allocation
Bruce Flatt
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Fluence
American Tower (AMT)
Tellurian (TELL)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Brookfield Corp (BN)
brookfield
Apple (AAPL)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Perimeter Solutions (PRM)
Stellantis (STLA)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
From
Stock Gumshoe
Friday File: Lock Box Check-in
September 01, 2023
Tags
Mitek Systems (MITK)
Chubb (CB)
Galaxy Digital Holdings (GLXY/TO BRPHF)
From
Stock Gumshoe
Friday File: NVIDIA Amazes Again
August 25, 2023
Tags
Technology
Friday File
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Big Picture / Asset Allocation
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Teqnion (TEQ/ST)
Shopify (SHOP)
Symbotic (SYM)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
Options or Futures
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
RPC Inc (RES)
EQT (EQT)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Big Picture / Asset Allocation
Nvidia (NVDA)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Technology
Nasdaq ETF (QQQ)
Energy
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Enerplus (ERF)
Plug power (PLUG)
Trade Note
From
Stock Gumshoe
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