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Latest News about Friday File
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Triple Flag Precious Metals (TFPM)
Cerebras (CBRS)
Elemental Royalty (ELE)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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International General Insurance Holdings (IGIC)
Viper Energy (VNOM)
Friday File
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Trade Note
Wingstop (WING)
Stocks
From
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Union Pacific (UNP)
Chipotle Mexican Grill (CMG)
Nucor (NUE)
From
Stock Gumshoe
Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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First Quantum Minerals (FM/TO FQVLF)
Franco/Nevada (FNV)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Markel (MKL)
Options or Futures
Friday File
From
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Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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NRG Energy (NRG)
Guest Articles
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Black Stone Minerals (BSM)
Royal Gold (RGLD)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Gold/Precious Metals & Mining
Nvidia (NVDA)
From
Stock Gumshoe
Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Sandstorm Gold (SAND SSL/TO)
Chevron (CVX)
YPF (YPF)
From
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Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Resolute Holdings (RHLD)
Thermo Fisher Scientific (TMO)
Rainwater Equity (RW)
From
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Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Oklo (OKLO)
Burford Capital (BUR)
Big Picture / Asset Allocation
From
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Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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Friday File
Sandstorm Gold (SAND SSL/TO)
JPMorgan Equity Premium Income ETF (JEPI)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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NuScale Power (SMR)
BWX Technologies (BWXT)
Oklo (OKLO)
From
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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Constellation Energy (CEG)
BigBear/ai (BBAI)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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Uber
Friday File
NuScale Power (SMR)
From
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Friday File: Meanwhile, Across the Sea…
May 23, 2025
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GE Vernova (GEV)
Foreign Investments
Dino Polska (DNP/W DNOPY)
From
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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DigitalBridge (DBRG)
Friday File
Vistra (VST)
From
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Arch Capital (ACGL)
Markel (MKL)
Vistra (VST)
From
Stock Gumshoe
Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Pershing Square Holdings (PSH/L PSHZF)
Bill Ackman
Friday File
From
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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WESCO (WCC)
silver
teqnion
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Chubb (CB)
Trade Note
QXO (QXO)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Hertz (HTZ)
gold
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
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The Big Secret on Wall Street (This Week)
CNA Financial (CNA)
Boardwalk Pipeline Partners (BWP)
From
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Friday File: Turtling Up?
April 11, 2025
Tickers
GOLD
Tags
Hovnanian Enterprises (HOV)
Brookfield Property Preferred
Royal Gold (RGLD)
From
Stock Gumshoe
Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Intuitive Surgical (ISRG)
Par Technology (PAR)
Shopify (SHOP)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
ALPS Alerian MLP (AMLP)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
NatGold
Great Eagle Gold (GEGC/CX GEGCF)
ProShares UltraPro QQQ (TQQQ)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Friday File
Jeffrey Gundlach
Danny Moses
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
ETFs or Mutual Funds
ALPS Alerian MLP (AMLP)
gold
From
Stock Gumshoe
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