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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Pot Landlords, e-Signatures and Dog Food
December 09, 2022
Tags
Innovative Industrial Properties (IIPR)
Kinder Morgan (KMI)
Friday File
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Howard Hughes Corp (HHC)
Friday File
Dream Finders Homes (DFH)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
ValueAct Capital
Alibaba (BABA)
Celanese (CE)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
The Trade Desk (TTD)
Big Picture / Asset Allocation
Inflation
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Innovative Industrial Properties (IIPR)
Perimeter Solutions (PRM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
NVR (NVR)
EQT (EQT)
TikTok
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Berkshire Hathaway (BRK/B)
Brown & Brown (BRO)
Income Investing
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
natural gas
Berkshire Hathaway (BRK/B)
Porter Stansberry
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Friday File
Amerco (UHAL)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Series I Savings Bonds
Friday File
From
Stock Gumshoe
Early Friday File: A New Model Candidate for the Lock Box
September 07, 2022
Tags
Veeva Systems (VEEV)
Model N (MODN)
Schrodinger (SDGR)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
BYD (1211/HK BYDDF BYDDY)
Friday File
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Applovin (APP)
Switch (SWCH)
Friday File
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
inTEST (INTT)
Dream Finders Homes (DFH)
Friday File
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Goosehead Insurance (GSHD)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Porter & Co/
Comcast (CMCSA)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Kings Garden
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Big Picture / Asset Allocation
Stocks
Copart (CPRT)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Cloudflare (NET)
Akamai (AKAM)
Third Avenue Value
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Netflix (NFLX)
Franco/Nevada (FNV)
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Shopify (SHOP)
Medical Properties Trust (MPW)
Jeremy Grantham
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Construction Partners (ROAD)
Alphabet (GOOGL GOOG)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Friday File
Dream Finders Homes (DFH)
Costco (COST)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Power REIT (PW)
Brookfield Asset Management (BAM)
Keysight (KEYS)
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
Smith/Midland (SMID)
Nomad Royalty (NSR/TO NSRXF)
Friday File
From
Stock Gumshoe
Friday File: Off to Omaha
April 29, 2022
Tags
Brown & Brown (BRO)
Berkshire Hathaway (BRK/B)
Oxford Nanopore (ONT/L ONTTF)
From
Stock Gumshoe
Friday File Extra Note: Innovative Industrial Properties Short Attack
April 15, 2022
Tags
AdvisorShares Pure US Cannabis (MSOS)
Medical Properties Trust (MPW)
Blue Orca
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Galaxy Digital Holdings (GLXY/TO BRPHF)
Deterra Royalties (DRR/AX)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Smith/Midland (SMID)
Ivego (IVG/MI IVCGF)
Exor (EXO/MI
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
NewLake Capital Partners (NLCP)
Fairfax Financial Holdings (FFH/TO FRFHF)
Sea Ltd (SE)
From
Stock Gumshoe
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