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December 11th, 2017
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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 USA (PSUS)
Stocks
Microsoft (MSFT)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Nano Nuclear (NNE)
Oklo (OKLO)
Unity Software (U)
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Friday File: Looking back at NVIDIA
August 22, 2025
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Alphabet (GOOGL GOOG)
Kairos Power
Meta Platforms (META)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Aurora Innovation (AUR)
Options or Futures
Ferrari (RACE)
From
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Vox Royalty (VOXR)
Gold/Precious Metals & Mining
Friday File
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Friday File
Hilton (HLT)
gold
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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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Constellation Software (CSU/TO CNSWF)
Vistra (VST)
The Trade Desk (TTD)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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QXO (QXO)
Stocks
Equifund
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Pershing Square Holdings (PSH/AS PSHZF)
Universal Music Group (UMG/AS UMGNF)
ALPS Alerian MLP (AMLP)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Franco/Nevada (FNV)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Builders FirstSource (BLDR)
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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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Beacon Roofing (BECN)
Vistra (VST)
XPO Logistics (XPO)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Oklo (OKLO)
Big Picture / Asset Allocation
Texas Pacific Land Trust (TPL)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Hershey (HSY)
Kinsale Capital (KNSL)
Equity Residential (EQR)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Exor (EXO/AS EXXRF)
IonQ (IONQ)
Markel (MKL)
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Friday File: Odds of Success?
November 22, 2024
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Atkore (ATKR)
Friday File
Toast (TOST)
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Friday File: What Now?
November 08, 2024
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BWX Technologies (BWXT)
Brookfield Asset Management (BAM)
Constellation Energy (CEG)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Taiwan Semiconductor (TSM)
Brookfield Renewable Energy (BEP)
Barrick Gold (GOLD)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Atkore (ATKR)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Franco/Nevada (FNV)
Guest Articles
ArcelorMittal (MT)
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Pershing Square Holdings (PSH/AS PSHZF)
Celsius Holdings (CELH)
AdvisorShares Ranger Equity Bear ETF (HDGE)
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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Tesla Motors (TSLA)
Anavex Life Sciences (AVXL)
Enphase Energy (ENPH)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Evolution (EVO/ST EVVTY EVGGF)
Cloudflare (NET)
Celsius Holdings (CELH)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Boston Omaha (BOC)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
From
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Super Micro Computer (SMCI)
Nvidia (NVDA)
Taiwan Semiconductor (TSM)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Five Below (FIVE)
Nvidia (NVDA)
J&J Snack Foods (JJSF)
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
nuclear power
Kopin (KOPN)
Dream Finders Homes (DFH)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Diageo (DEO)
Toast (TOST)
Pershing Square USA (PSUS)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Thales (HO/PA THLLY THLEF)
Royal Philips (PHG)
Stocks
From
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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
Trade Note
Market Vectors Junior Gold Miners ETF (GDXJ)
Options or Futures
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Friday File: Sweet Times
March 08, 2024
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Brookfield Corp (BN)
Alphabet (GOOGL GOOG)
Chubb (CB)
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