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December 11th, 2017
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Latest News about Chubb (CB)
Recent news which mentions Chubb (CB)
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Howard Hughes Holdings (HHH)
Arch Capital (ACGL)
GE Vernova (GEV)
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Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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NRG Energy (NRG)
Stellantis (STLA)
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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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Friday File: LAB, Rainwater, Insurance and Berkshire
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Burford Capital (BUR)
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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Celsius Holdings (CELH)
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NuScale Power (SMR)
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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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Vistra (VST)
Royal Gold (RGLD)
Berkshire Hathaway (BRK/B)
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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W/R/ Berkley (WRB)
Altius Minerals (ALS/TO ATUSF)
Kinsale Capital (KNSL)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Bruce Flatt
BWX Technologies (BWXT)
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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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United Rentals (URI)
Beacon Roofing (BECN)
Par Technology (PAR)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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NuScale Power (SMR)
Big Picture / Asset Allocation
Foreign Investments
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Big Picture / Asset Allocation
NuScale Power (SMR)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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D/Wave Quantum (QBTS)
Chapters Group (CHG/DE)
Hedging
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Friday File: So Long, 2024
December 20, 2024
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Hershey (HSY)
Acacia Research (ACTG)
Diageo (DEO)
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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
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Friday File: Tricks and Treats
November 01, 2024
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Chubb (CB)
Brown & Brown (BRO)
Brookfield Corp (BN)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
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Altius Minerals (ALS/TO ATUSF)
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Arch Capital (ACGL)
International General Insurance Holdings (IGIC)
Trade Note
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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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Brown & Brown (BRO)
Vicarious Surgical (RBOT)
Woodside Petroleum (WPL/AX WOPEY)
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Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
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Acacia Research (ACTG)
John Deere (DE)
The Trade Desk (TTD)
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Standard Bio Tools (LAB)
Series I Savings Bonds
W/R/ Berkley (WRB)
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Friday File: Sweet Times
March 08, 2024
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Hershey (HSY)
Diageo (DEO)
Nvidia (NVDA)
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Chubb (CB)
Keysight (KEYS)
Microsoft (MSFT)
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Alphabet (GOOGL GOOG)
Markel (MKL)
Trade Note
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Intuitive Surgical (ISRG)
Royal Gold (RGLD)
Altius Minerals (ALS/TO ATUSF)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Qurate (QRTEA QRTEB)
Markel (MKL)
Par Technology (PAR)
From
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Friday File: Lock Box Check-in
September 01, 2023
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Berkshire Hathaway (BRK/B)
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inTEST (INTT)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Atkore (ATKR)
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