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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
Tags
Chapters Group (CHG/DE)
Evolution (EVO/ST EVVTY EVGGF)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
Tags
Teqnion (TEQ/ST)
DigitalBridge (DBRG)
Friday File
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Microsoft (MSFT)
Model N (MODN)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
Tags
Precision BioSciences (DTIL)
Barinthus Pharmaceuticals (BRNS)
Biotech/Medical
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Teqnion (TEQ/ST)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Trump Media & Technology (DWAC SPAC)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
LVMH (MC/PA LVMUY LVMHF)
Hermes (RMS/PA HESAY)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
Tags
EQT (EQT)
Friday File
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Toast (TOST)
Black Stone Minerals (BSM)
Shopify (SHOP)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
Tags
Giverny Capital
Goosehead Insurance (GSHD)
Kinsale Capital (KNSL)
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
Atkore (ATKR)
Friday File
TuSimple (TSP)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Symbotic (SYM)
ETFs or Mutual Funds
Pershing Square
From
Stock Gumshoe
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
Tags
Keysight (KEYS)
Meta Platforms (META)
Markel (MKL)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
Tags
Friday File
LVMH (MC/PA LVMUY LVMHF)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
Tags
Liberty Sirius (LSXMA)
Standard Bio Tools (LAB)
Friday File
From
Stock Gumshoe
Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
First Quantum Minerals (FM/TO FQVLF)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Brown/Forman (BFB BFA)
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Best of 2023
December 22, 2023
Tags
Friday File
Atkore (ATKR)
Goosehead Insurance (GSHD)
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)
Friday File
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Occidental Petroleum (OXY)
WESCO (WCC)
Trade Note
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Nvidia (NVDA)
Pershing Square Holdings (PSH/AS PSHZF)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Par Technology (PAR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
U/Haul Holdings (UHAL)
Sandstorm Gold (SAND SSL/TO)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Asset Management (BAM)
Markel (MKL)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Trade Note
Eisai (ESAIY ESALF 4523/T)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
W/R/ Berkley (WRB)
Friday File
Prologis (PLD)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
Hanesbrands (HBI)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
Tags
Paramount Resources (POU/TO PRMRF)
Black Stone Minerals (BSM)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Apple (AAPL)
Trade Note
brookfield
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Deterra Royalties (DRR/AX)
Gold/Precious Metals & Mining
Siemens Healthineers (SHL/DE SMMNY SEMHF)
From
Stock Gumshoe
Friday File: Lock Box Check-in
September 01, 2023
Tags
NewLake Capital Partners (NLCP)
Markel (MKL)
The Trade Desk (TTD)
From
Stock Gumshoe
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