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Latest News about Nvidia (NVDA)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Pershing Square Holdings (PSH/L PSHZF)
Howard Hughes Holdings (HHH)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Stocks
Take Two Interactive (TTWO)
Trade Note
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Microsoft (MSFT)
BWX Technologies (BWXT)
Amazon (AMZN)
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Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Peter Lynch
Amazon (AMZN)
Stellantis (STLA)
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Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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YPF (YPF)
The Trade Desk (TTD)
Stocks
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Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Friday File
Equinox Gold (EQX/V EQXFF)
Oklo (OKLO)
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Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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International General Insurance Holdings (IGIC)
Toast (TOST)
Nvidia (NVDA)
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Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Meb Faber
Eagle Energy Metals
Alphabet (GOOGL GOOG)
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Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
gold
Acacia Research (ACTG)
Friday File
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
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Bruce Flatt
Pershing Square Holdings (PSH/AS PSHZF)
Brookfield Asset Management (BAM)
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Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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RXO (RXO)
Vistra (VST)
United Rentals (URI)
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Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Sabine Royalty Trust (SBR)
Westinghouse
Brookfield Corp (BN)
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Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Brookfield Corp (BN)
Howard Hughes Holdings (HHH)
Equity Residential (EQR)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Markel (MKL)
Chubb (CB)
Nvidia (NVDA)
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Friday File: Odds of Success?
November 22, 2024
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Alphabet (GOOGL GOOG)
Roku (ROKU)
Keysight (KEYS)
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Stock Gumshoe
Friday File: What Now?
November 08, 2024
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BWX Technologies (BWXT)
Amazon (AMZN)
Celsius Holdings (CELH)
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Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Markel (MKL)
Toast (TOST)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Remy Cointreau (RCO/PA REMYY REMYF)
Chapters Group (CHG/DE)
Trade Note
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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The Trade Desk (TTD)
Guest Articles
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Trade Note
Chapters Group (CHG/DE)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Nvidia (NVDA)
Netflix (NFLX)
Friday File
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Shopify (SHOP)
Roku (ROKU)
Cloudflare (NET)
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Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Kinsale Capital (KNSL)
Intuitive Surgical (ISRG)
Boston Omaha (BOC)
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Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Office Properties Income Trust (OPI)
Eli Lilly (LLY)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
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Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Acacia Research (ACTG)
Vulcan Materials (VMC)
Teledyne Technologies (TDY)
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Fulgent Genetics (FLGT)
Paradigm Mastermind Group
NVR (NVR)
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Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Keysight (KEYS)
Black Stone Minerals (BSM)
Acacia Research (ACTG)
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Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Arcadea
Hershey (HSY)
Veralto (VLT)
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Stellantis (STLA)
Wheaton Precious Metals (WPM)
Eli Lilly (LLY)
From
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Friday File: Sweet Times
March 08, 2024
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Jéronimo Martins (JRONY JRONF)
Pernod Ricard (RI/PA PRNDY PDRDF)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
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