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Latest News about Friday File
Recent news which mentions Friday File
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
Tags
Cisco (CSCO)
Atkore (ATKR)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chris Mayer
Stocks
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
Tags
Trade Note
Boston Omaha (BOC)
Friday File
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
Tags
Nvidia (NVDA)
Berkshire Hathaway (BRK/B)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Asset Management (BAM)
Qurate (QRTEA QRTEB)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
Tags
Alphabet (GOOGL GOOG)
American Tower (AMT)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
W/R/ Berkley (WRB)
American Tower (AMT)
Intuitive Surgical (ISRG)
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
Enerplus (ERF)
Fluence
EQT (EQT)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
Tags
Brown & Brown (BRO)
Alphabet (GOOGL GOOG)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
Tags
Stocks
Stellantis (STLA)
Siemens Healthineers (SHL/DE SMMNY SEMHF)
From
Stock Gumshoe
Friday File: Lock Box Check-in
September 01, 2023
Tags
$100K Lock Box
Berkshire Hathaway (BRK/B)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: NVIDIA Amazes Again
August 25, 2023
Tags
Friday File
Apple (AAPL)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Lennar (LEN)
Adyen (ADYEN/AS ADYEY ADYYF)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
Tags
Markel (MKL)
Shopify (SHOP)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Big Picture / Asset Allocation
S&P 500 ETF (SPY)
Hedging
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Softbank (SFTBY)
Symbotic (SYM)
Stocks
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Medtronic (MDT)
Big Picture / Asset Allocation
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
RPC Inc (RES)
Nasdaq ETF (QQQ)
Utilities Select Sector SPDR (XLU)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Plug power (PLUG)
Big Picture / Asset Allocation
Novonix (NVX/AX NVNXF)
From
Stock Gumshoe
Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Topicus (TOI/V TOITF)
Amazon (AMZN)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
Tags
Friday File
Coca Cola (KO)
Mastercard (MA)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Markel (MKL)
Stocks
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: WTF, NVIDIA?
May 26, 2023
Tags
Icahn Enterprises (IEP)
Friday File
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
Tags
BWX Technologies (BWXT)
Huntington Ingalls Industries (HII)
Diageo (DEO)
From
Stock Gumshoe
Friday File Bonus: What Should Markel Really be Worth?
May 17, 2023
Tags
Friday File
From
Stock Gumshoe
Friday File: Moving up in Quality
May 12, 2023
Tags
Gold/Precious Metals & Mining
Foreign Investments
Par Technology (PAR)
From
Stock Gumshoe
Friday File Bonus: Boston Omaha Notes
May 12, 2023
Tags
Sky Harbour (SKYH)
Dream Finders Homes (DFH)
Friday File
From
Stock Gumshoe
Berkshire Hathaway’s 50th Omaha Meeting
May 09, 2023
Tags
Friday File
Berkshire Hathaway (BRK/B)
Stocks
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Carl Icahn
Shopify (SHOP)
Nvidia (NVDA)
From
Stock Gumshoe
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