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Latest News about Friday File

Recent news which mentions Friday File

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China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Enhabit (EHAB) Intel (INTC) Fidelity National Information Services (FIS)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Toast (TOST) Trade Note Par Technology (PAR)
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Roku (ROKU) Income Investing Markel (MKL)
From Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
Tags Friday File AFC Gamma (AFCG) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Tags Constellation Software (CSU/TO CNSWF) Brookfield Asset Management (BAM) Roku (ROKU)
From Stock Gumshoe
Friday File: Buying a “God”
Tags Inflation Big Picture / Asset Allocation Range Resources (RRC)
From Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
Tickers GOLD
Tags Sandstorm Gold (SAND SSL/TO) Smead Value Fund (SMVLX) Avalara (AVLR)
From Stock Gumshoe
Friday File: Inflation Protection
Tags Big Picture / Asset Allocation Inflation FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
From Stock Gumshoe
Early Friday File: A New Model Candidate for the Lock Box
Tags Avalara (AVLR) Veeva Systems (VEEV) Schrodinger (SDGR)
From Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
Tags Ford (F) Stellantis (STLA) Copart (CPRT)
From Stock Gumshoe
Friday File: Revenge on Private Equity?
Tags Unity Software (U) Trade Note Toast (TOST)
From Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
Tags Universal Display (OLED) Keysight (KEYS) Cloudflare (NET)
From Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
Tags Goosehead Insurance (GSHD) Friday File Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
Tags Perimeter Solutions (PRM) Porter & Co/ Comcast (CMCSA)
From Stock Gumshoe
Friday File: A Couple Buys on Reentry
Tags Anglo Pacific Group (APF/L APY/TO AGPIF) Kings Garden Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: Another Safe(r) Harbor?
Tags Tom Gardner IAA (IAA) Friday File
From Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
Tags Akamai (AKAM) Third Avenue Value Cloudflare (NET)
From Stock Gumshoe
Friday File: Hiding Places?
Tags Innovative Industrial Properties (IIPR) The Trade Desk (TTD) Amazon (AMZN)
From Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
Tags Trade Note Lightspeed POS (LSPD) Friday File
From Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
Tags Markel (MKL) WESCO (WCC) Technology
From Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
Tags Markel (MKL) Wal/Mart (WMT) Technology
From Stock Gumshoe
Friday File: Nibbling on the Way Down
Tags Upstart Holdings (UPST) Alphabet (GOOGL GOOG) Friday File
From Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
Tags Roku (ROKU) Constellation Software (CSU/TO CNSWF) Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Off to Omaha
Tags Brown & Brown (BRO) Berkshire Hathaway (BRK/B) Oxford Nanopore (ONT/L ONTTF)
From Stock Gumshoe
Friday File Extra Note: Innovative Industrial Properties Short Attack
Tags Innovative Industrial Properties (IIPR) Grizzly Research Friday File
From Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
Tags Labrador Iron Ore Royalty (LIF/TO LIFZF) Friday File Coinbase (COIN)
From Stock Gumshoe
Friday File: Diversifying Away From Yourself
Tags Amazon (AMZN) Big Picture / Asset Allocation Stellantis (STLA)
From Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
Tags Power REIT (PW) PubMatic (PUBM) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
Tags Keysight (KEYS) Trade Note Friday File
From Stock Gumshoe
Friday File: Riding the Overreaction Machine
Tags NewLake Capital Partners (NLCP) Short Selling D/ R/ Horton (DHI)
From Stock Gumshoe
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