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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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Trade Note
Pershing Square (PS)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Options or Futures
W/R/ Berkley (WRB)
Trade Note
From
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Friday File: Looking back at NVIDIA
August 22, 2025
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Technology
Nvidia (NVDA)
Keysight (KEYS)
From
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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WIngstop (WING)
Goosehead Insurance (GSHD)
Amazon (AMZN)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Hershey (HSY)
Big Picture / Asset Allocation
Vistra (VST)
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Royal Gold (RGLD)
Amazon (AMZN)
Nvidia (NVDA)
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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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Arch Capital (ACGL)
RLI (RLI)
BWX Technologies (BWXT)
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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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gold
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Huntington Ingalls Industries (HII)
Bruce Flatt
Dino Polska (DNP/W DNOPY)
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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)
Waste Magement (WM)
Friday File
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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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Brookfield Corp (BN)
Pershing Square Holdings (PSH/AS PSHZF)
Meta Platforms (META)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Alphabet (GOOGL GOOG)
Trade Note
D/Wave Quantum (QBTS)
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Friday File: Odds of Success?
November 22, 2024
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Atkore (ATKR)
Friday File
Penguin Solutions (PENG) (was SMART Global)
From
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Friday File: What Now?
November 08, 2024
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The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
Big Picture / Asset Allocation
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Marina Katusa
GE Vernova (GEV)
Teqnion (TEQ/ST)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Atkore (ATKR)
Pernod Ricard (RI/PA PRNDY PDRDF)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Seabridge Gold (SA SEA/TO)
Guest Articles
Franco/Nevada (FNV)
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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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POET Technologies (POET PTK/V)
Pershing Square USA (PSUS)
Kinsale Capital (KNSL)
From
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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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Enphase Energy (ENPH)
Domino's Pizza (DPZ)
Nvidia (NVDA)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Shopify (SHOP)
Pershing Square USA (PSUS)
Kinsale Capital (KNSL)
From
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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
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Encore Wire (WIRE)
Vistra (VST)
Friday File
From
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Jim Tringas
Kyndryl (KD)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Paradigm Mastermind Group
Structure Therapeutics (GPCR)
Boston Omaha (BOC)
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Trade Note
UIPath (PATH)
Pershing Square Holdings (PSH/AS PSHZF)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Advanced Micro Devices (AMD)
Friday File
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
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Eli Lilly (LLY)
SSR Mining (SSRM)
Ferrari (RACE)
From
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Friday File: Sweet Times
March 08, 2024
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Brookfield Asset Management (BAM)
Jéronimo Martins (JRONY JRONF)
Arch Capital (ACGL)
From
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