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Latest News about Friday File
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
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Pershing Square USA (PSUS)
Brookfield Asset Management (BAM)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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From
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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From
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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UBER
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Chapters Group (CHG/DE)
Franco/Nevada (FNV)
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From
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Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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Celsius Holdings (CELH)
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From
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Technology
Options or Futures
Stellantis (STLA)
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Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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WisdomTree Japan SmallCap Dividend Fund (DFJ)
Royal Philips (PHG)
Alphabet (GOOGL GOOG)
From
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Diamondback Energy (FANG)
Kinsale Capital (KNSL)
Markel (MKL)
From
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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PepsiCo (PEP)
Amazon (AMZN)
Trade Note
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Synopsys (SNPS)
NuScale Power (SMR)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From
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Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Options or Futures
TCW Compounders ETF (GRW)
CompoSecure (CMPO)
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Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Evolution (EVO/ST EVVTY EVGGF)
Oklo (OKLO)
Sky Harbour (SKYH)
From
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Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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American Integrity Insurance (AII)
Diageo (DEO)
W/R/ Berkley (WRB)
From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Oklo (OKLO)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Westinghouse
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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Vistra (VST)
Energy
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Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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Royal Gold (RGLD)
BWX Technologies (BWXT)
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From
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Friday File: Meanwhile, Across the Sea…
May 23, 2025
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Constellation Software (CSU/TO CNSWF)
Chapters Group (CHG/DE)
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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BWX Technologies (BWXT)
DigitalBridge Preferreds
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Royal Gold (RGLD)
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Pershing Square Holdings (PSH/L PSHZF)
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Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Friday File: Q1 Earningspalooza
May 02, 2025
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Chubb (CB)
Orogen (OGN/V OGNRF)
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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GOLD
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Royal Gold (RGLD)
Dine Brands (DIN)
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Answers: Porter’s Latest “Baby Berkshire”
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Friday File: Turtling Up?
April 11, 2025
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Friday File
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Trade Note: Stop Losses & Trade Victims
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Pernod Ricard (RI/PA PRNDY PDRDF)
Sandstorm Gold (SAND SSL/TO)
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Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Sky Harbour (SKYH)
Vox Royalty (VOXR)
Brown & Brown (BRO)
From
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Amazon (AMZN)
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
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Tags
Gold/Precious Metals & Mining
iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
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From
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