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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Nano Nuclear (NNE)
Uber
Perplexity
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
Tags
Toast (TOST)
Brookfield Corp (BN)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Peter Lynch
Iveco (IVG/MI IVCGF)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
Tags
Talen Energy (TLN)
Exor (EXO/AS EXXRF)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Wheaton Precious Metals (WPM)
Viper Energy Partners (VNOM)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Stocks
Burford Capital (BUR)
Trade Note
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
BWX Technologies (BWXT)
Home Depot (HD)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
Tags
Röko
Danaher (DHR)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Friday File
Burford Capital (BUR)
QXO (QXO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Franco/Nevada (FNV)
Triple Flag Precious Metals (TFPM/TO)
American Integrity Insurance (AII)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
Nano Nuclear (NNE)
Brown & Brown (BRO)
Westinghouse
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
American Financial Group (AFG)
Oklo (OKLO)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
gold
Alphabet (GOOGL GOOG)
Michael Cembalest
From
Stock Gumshoe
Friday File: Meanwhile, Across the Sea…
May 23, 2025
Tags
NuScale Power (SMR)
Constellation Energy (CEG)
iShares iBonds Oct/ 2035 Term TIPS ETF
From
Stock Gumshoe
Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
Tags
WIngstop (WING)
International General Insurance Holdings (IGIC)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
Tags
Arch Capital (ACGL)
RLI (RLI)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
Tags
Pershing Square Holdings (PSH/L PSHZF)
Friday File
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Aspen Insurance (AHL)
silver
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Big Picture / Asset Allocation
Orogen (OGN/V OGNRF)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Royal Gold (RGLD)
Hertz (HTZ)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
Tags
Diamond Offshore (DO)
Boardwalk Pipeline Partners (BWP)
CNA Financial (CNA)
From
Stock Gumshoe
Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Arch Capital (ACGL)
gold
DigitalBridge Preferreds
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
Tags
Trade Note
Stocks
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Trade Note
Berkshire Hathaway (BRK/B)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Berkshire Hathaway (BRK/B)
International General Insurance Holdings (IGIC)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Barry Ritholz
Big Picture / Asset Allocation
Eagle Energy Metals
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Stocks
QXO (QXO)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Bridgewater
Brookfield Asset Management (BAM)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
XPO Logistics (XPO)
United Rentals (URI)
QXO (QXO)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Friday File
Brookfield Asset Management (BAM)
Cloudflare (NET)
From
Stock Gumshoe
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