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Latest News about Friday File
Recent news which mentions Friday File
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Early Friday File: A New Model Candidate for the Lock Box
September 07, 2022
Tags
Schrodinger (SDGR)
Topicus (TOI/V TOITF)
Avalara (AVLR)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Warner Music Group (WMG)
Stocks
Copart (CPRT)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
PubMatic (PUBM)
Perimeter Solutions (PRM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Kennedy Wilson (KW)
Innovative Industrial Properties (IIPR)
Markel (MKL)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
IronSource (IS)
Apple (AAPL)
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Stocks
Porter & Co/
NVR (NVR)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Netflix (NFLX)
Big Picture / Asset Allocation
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Chris Mayer
Stocks
Copart (CPRT)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Liberty Sirius (LSXMA)
Moody's (MCO)
Bank of America (BAC)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Cambria Tail Risk ETF (TAIL)
Gold/Precious Metals & Mining
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Jeremy Grantham
Shopify (SHOP)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Topicus (TOI/V TOITF)
Arthur J/ Gallagher (AJG)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Toast
Target (TGT)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Perimeter Solutions (PRM)
Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Big Picture / Asset Allocation
Topicus (TOI/V TOITF)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Off to Omaha
April 29, 2022
Tags
Elon Musk
Shopify (SHOP)
Markel (MKL)
From
Stock Gumshoe
Friday File Extra Note: Innovative Industrial Properties Short Attack
April 15, 2022
Tags
Blue Orca
W/P/ Carey (WPC)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Galaxy Digital Holdings (GLXY/TO BRPHF)
Series I Savings Bonds
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Smith/Midland (SMID)
Ferrari (RACE)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
Alleghany (Y)
GAN ltd (GAN)
Fairfax Financial Holdings (FFH/TO FRFHF)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
Keysight (KEYS)
Trade Note
$100K Lock Box
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
AFC Gamma (AFCG)
Inflation
Yellowstone Acquisition Corp/ (YSACU)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Vale S/A/ (VALE)
Guardant Health (GH)
BHP Billiton (BHP)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Par Technology (PAR)
Leonardo (LDO/MI FINMF FINMY)
Lam Research (LRCX)
From
Stock Gumshoe
Friday File: A Couple Minor Updates
February 24, 2022
Tags
Medical Properties Trust (MPW)
Friday File
Camping World (CWH)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Nvidia (NVDA)
WESCO (WCC)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
3M (MMM)
Ken Heebner
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Spotify (SPOT)
Pinterest
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
Tags
Anglo Pacific Group (APF/L APY/TO AGPIF)
Crown Castle (CCI)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Anglo Pacific Group (APF/L APY/TO AGPIF)
Royal Gold (RGLD)
Amazon (AMZN)
From
Stock Gumshoe
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