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December 11th, 2017
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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Howard Hughes Holdings (HHH)
BWX Technologies (BWXT)
Toast (TOST)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Amazon (AMZN)
Pershing Square USA (PSUS)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Amazon (AMZN)
Energy
Kairos Power
From
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Coinbase (COIN)
Atlas Energy (ATLE/V CANSD)
Sitio Royalties (STR)
From
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Amazon (AMZN)
Triple Flag Precious Metals (TFPM/TO)
Sandstorm Gold (SAND SSL/TO)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Alphabet (GOOGL GOOG)
Friday File
NuScale Power (SMR)
From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Friday File
Brown & Brown (BRO)
NuScale Power (SMR)
From
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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American Integrity Insurance (AII)
Roku (ROKU)
teqnion
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Orogen (OGN/V OGNRF)
AngloGold Ashanti Ltd/ (AU)
Kinsale Capital (KNSL)
From
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
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Travelers (TRV)
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Shopify (SHOP)
Par Technology (PAR)
Keysight (KEYS)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Diageo (DEO)
Keysight (KEYS)
Markel (MKL)
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Chubb (CB)
KKR & Co/ (KKR)
Bruce Flatt
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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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Vistra (VST)
Friday File
Ferrari (RACE)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Corp (BN)
Dakota Gold (DC)
WIngstop (WING)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Nvidia (NVDA)
Oklo (OKLO)
Brookfield Corp (BN)
From
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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ETFs or Mutual Funds
Intuitive Surgical (ISRG)
Chubb (CB)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Chubb (CB)
Kinsale Capital (KNSL)
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Wide Moat Confidential
Shopify (SHOP)
Ferrari (RACE)
From
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Friday File: Odds of Success?
November 22, 2024
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Nvidia (NVDA)
Dream Finders Homes (DFH)
Roku (ROKU)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Flutter (PDYPY)
Clarivate (CLVT)
Sky Harbour (SKYH)
From
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Friday File: Tricks and Treats
November 01, 2024
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Brookfield Corp (BN)
Oxford Nanopore (ONT/L ONTTF)
Brookfield Wealth Solutions (BNT)
From
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Friday File: Better and Cheaper?
October 25, 2024
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W/R/ Berkley (WRB)
Evolution (EVO/ST EVVTY EVGGF)
Property & Casualty Insurance
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
OKLO
Tags
gold
warrants
Nvidia (NVDA)
From
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Friday File: Double Buy in Gold?
September 27, 2024
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SPDR Gold Shares (GLD)
Market Vectors Gold Miners ETF (GDX)
DigitalBridge (DBRG)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Vistra (VST)
Trade Note
Friday File
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Markel (MKL)
Guest Articles
Trade Note
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Dino Polska (DNP/W DNOPY)
Sky Quarry
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Royal Gold (RGLD)
ArcelorMittal (MT)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Monster Beverage (MNST)
Burford Capital (BUR)
BWX Technologies (BWXT)
From
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