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Tags W/R/ Berkley (WRB) Texas Pacific Land (TPL) POET Technologies (POET PTK/V)
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Friday File: Looking back at NVIDIA
August 22, 2025
Tags Nvidia (NVDA) GE Vernova (GEV) NuScale Power (SMR)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
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Tags Northern Star Resources (NST/AX NESRF) Big Picture / Asset Allocation The Trade Desk (TTD)
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Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Franco/Nevada (FNV) Universal Music Group (UMG/AS UMGNF) Sandstorm Gold (SAND SSL/TO)
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
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Tags Shopify (SHOP) Constellation Software (CSU/TO CNSWF) Kinsale Capital (KNSL)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags Options or Futures ETFs or Mutual Funds Hedging
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers GOLD
Tags Pershing Square Holdings (PSH/AS PSHZF) Glencore (GLEN/L GLNCY) Vox Royalty (VOXR)
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Friday File: Stop Losses and the Big Picture
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Tags Technology KKR & Co/ (KKR) QXO (QXO)
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
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January 31, 2025
Tags Texas Pacific Land Trust (TPL) Daily Journal (DJCO) W/R/ Berkley (WRB)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags Pershing Square Friday File Nvidia (NVDA)
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Friday File: Wildfires, Quantumania and more…
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Tags Technology Trade Note Chapters Group (CHG/DE)
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November 22, 2024
Tags Roku (ROKU) Keysight (KEYS) Atkore (ATKR)
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Friday File: What Now?
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Tickers GOLD OKLO
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
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Tags Standard Bio Tools (LAB) Davide Campari/Milano (CPR/MI DVDCF DVCMY) Trade Note
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Tags Burford Capital (BUR) Pershing Square USA (PSUS) Berkshire Hathaway (BRK/B)
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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
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Tags Intuitive Surgical (ISRG) Domino's Pizza (DPZ) Africa Oil (AOI/TO AOIFF)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
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Tags Friday File Pershing Square USA (PSUS) Pershing Square
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Friday File: Boston Omaha Rebuilding Trust?
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Tags Exor (EXO/AS EXXRF) Atkore (ATKR) Kinsale Capital (KNSL)
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
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Tickers OKLO
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags Nvidia (NVDA) Ashtead Group (ASHTY ASHTF) Trade Note
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
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Tags Tesla Motors (TSLA) Trade Note nuclear power
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags Pershing Square USA (PSUS) Toast (TOST) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags Standard Bio Tools (LAB) Veralto (VLT) Arcadea
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
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Tags Novo Nordisk (NVO) Jéronimo Martins (JRONY JRONF) Ferrari (RACE)
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Friday File: Sweet Times
March 08, 2024
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