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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
Biotech/Medical
Veeva Systems (VEEV)
$100K Lock Box
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Ferrari (RACE)
Microsoft (MSFT)
Activision Blizzard (ATVI)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Illumina (ILMN)
Unity Software (U)
Friday File
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Keysight (KEYS)
Markel (MKL)
Amerco (UHAL)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Ferrari (RACE)
Shopify (SHOP)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
NVR (NVR)
D/ R/ Horton (DHI)
BYD (1211/HK BYDDF BYDDY)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Trade Note
Microsoft (MSFT)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Tom Gardner
IAA (IAA)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Cloudflare (NET)
Amerco (UHAL)
Davita (DVA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Dream Finders Homes (DFH)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
Tags
Toast (TOST)
Jeremy Grantham
Square (SQ)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Arthur J/ Gallagher (AJG)
Brookfield Asset Management (BAM)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Technology
Markel (MKL)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
The Trade Desk (TTD)
Keysight (KEYS)
Camping World (CWH)
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
Sandstorm Gold (SAND SSL/TO)
Innovative Industrial Properties (IIPR)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Off to Omaha
April 29, 2022
Tags
Shopify (SHOP)
Boston Omaha (BOC)
Teladoc (TDOC)
From
Stock Gumshoe
Friday File Extra Note: Innovative Industrial Properties Short Attack
April 15, 2022
Tags
Grizzly Research
Medical Properties Trust (MPW)
Friday File
From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
Tags
Coinbase (COIN)
Voyager Digital (VYGR/TO VYGVF)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Chewy (CHWY)
Ivego (IVG/MI IVCGF)
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
GAN ltd (GAN)
Sandstorm Gold (SAND SSL/TO)
Stocks
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
Tags
$100K Lock Box
inTEST (INTT)
Trade Note
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Toast
AFC Gamma (AFCG)
D/ R/ Horton (DHI)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Trisura (TSU/TO TRRSF)
Vale S/A/ (VALE)
Stocks
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Lam Research (LRCX)
Airbus (EADSY EADSF)
Lockheed Martin (LMT)
From
Stock Gumshoe
Friday File: A Couple Minor Updates
February 24, 2022
Tags
Medical Properties Trust (MPW)
Innovative Industrial Properties (IIPR)
Camping World (CWH)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Roku (ROKU)
Sea Ltd (SE)
Tiptree (TIPT)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Avalara (AVLR)
KKR & Co/ (KKR)
Cathie Wood
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Big Picture / Asset Allocation
Shopify (SHOP)
Markel (MKL)
From
Stock Gumshoe
Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
Tags
Hedging
Stocks
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Match Group (MTCH)
Amazon (AMZN)
Friday File
From
Stock Gumshoe
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