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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Model N (MODN)
Oklo
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Kyndryl (KD)
Touk Sinantha
ArcelorMittal (MT)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
Tags
Alphabet (GOOGL GOOG)
Agilysys (AGYS)
Argentina
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Dream Finders Homes (DFH)
Structure Therapeutics (GPCR)
gold
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pershing Square USA (PSUS)
Sky Harbour (SKYH)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
Tags
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
Tags
Chubb (CB)
Meb Faber
Acacia Research (ACTG)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
Tags
Boston Omaha (BOC)
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Technology
Diageo (DEO)
Lockheed Martin (LMT)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Brown & Brown (BRO)
Meta Platforms (META)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
AG Mortgage Investment Trust (MITT)
Friday File
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Exor (EXO/AS EXXRF)
options
Friday File
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
SomaLogic (SLGC)
Oxford Nanopore (ONT/L ONTTF)
China Shineway Pharmaceutical (CSWYF)
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Trade Note
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
LVMH (MC/PA LVMUY LVMHF)
Structure Therapeutics (GPCR)
John Maynard Keynes
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
Friday File
Acacia Research (ACTG)
EQT (EQT)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Bitcoin (BTC)
Trade Note
Par Technology (PAR)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Sequoia
Tom Poppe
Goosehead Insurance (GSHD)
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
Nvidia (NVDA)
Friday File
John Deere (DE)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Friday File
Tesla Motors (TSLA)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Advanced Micro Devices (AMD)
Alphabet (GOOGL GOOG)
Meta Platforms (META)
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Diageo (DEO)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Liberty Sirius (LSXMA)
Sky Harbour (SKYH)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Diageo (DEO)
Remy Cointreau (RCO/PA REMYY REMYF)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Par Technology (PAR)
Alphabet (GOOGL GOOG)
Domino's Pizza (DPZ)
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)
Trade Note
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Berkshire Hathaway (BRK/B)
Cisco (CSCO)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Nvidia (NVDA)
Big Picture / Asset Allocation
Stocks
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Friday File
Par Technology (PAR)
From
Stock Gumshoe
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