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December 11th, 2017
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Latest News about Keysight (KEYS)
Recent news which mentions Keysight (KEYS)
Friday File: Looking back at NVIDIA
August 22, 2025
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Tencent (0700/HK TXTZF TCEHY)
Microsoft (MSFT)
Keysight (KEYS)
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Shopify (SHOP)
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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BWX Technologies (BWXT)
Bill Ackman
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Exor (EXO/AS EXXRF)
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Friday File: Odds of Success?
November 22, 2024
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Penguin Solutions (PENG) (was SMART Global)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
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GOLD
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Royal Gold (RGLD)
ArcelorMittal (MT)
Keysight (KEYS)
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
UIPath (PATH)
ALPS Alerian MLP (AMLP)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Shopify (SHOP)
Par Technology (PAR)
Africa Oil (AOI/TO AOIFF)
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Friday File: Best of 2023
December 22, 2023
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Brookfield Asset Management (BAM)
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Fluence
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Friday File
Trade Note
Alphabet (GOOGL GOOG)
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Berkshire Hathaway (BRK/B)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Morgan Housel
Daniel Loeb
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Friday File: Buying a Dinosaur
April 21, 2023
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Innovative Industrial Properties (IIPR)
Edwin Dorsey
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Keysight (KEYS)
Vertex (VRTX)
Altius Minerals (ALS/TO ATUSF)
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Friday File: Earnings Updates and Resets
February 24, 2023
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Series I Savings Bonds
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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North European Royalty Trust (NRT)
Technology
Trade Note
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Boston Omaha (BOC)
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Friday File: Foray into Energy Storage
August 19, 2022
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Energy
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Markel (MKL)
Keysight (KEYS)
Kennedy Wilson (KW)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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WESCO (WCC)
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Constellation Software (CSU/TO CNSWF)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Keysight (KEYS)
Markel (MKL)
Costco (COST)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Big Picture / Asset Allocation
Unity Software (U)
The Trade Desk (TTD)
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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inTEST (INTT)
Penny Stocks
ABB (ABB)
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Friday File: The Curtain Comes Down
March 04, 2022
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FormFactor (FORM)
GlobalFoundries
Lam Research (LRCX)
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Friday File: Quarterly Miscellany, including GAN, PSTH, NVDA, SE, KEYS and BOMN
August 20, 2021
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Nvidia (NVDA)
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