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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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Friday File
Stocks
Microsoft (MSFT)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Technology
Energy
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
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Friday File: Looking back at NVIDIA
August 22, 2025
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Keysight (KEYS)
Cisco (CSCO)
Technology
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Markel (MKL)
Options or Futures
Ferrari (RACE)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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YPF (YPF)
Stocks
Big Picture / Asset Allocation
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Friday File
Big Picture / Asset Allocation
BWX Technologies (BWXT)
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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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Berkshire Hathaway (BRK/B)
Toast (TOST)
Kinsale Capital (KNSL)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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IonQ (IONQ)
Berkshire Hathaway (BRK/B)
Beacon Roofing (BECN)
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Gold/Precious Metals & Mining
Income Investing
Glencore (GLEN/L GLNCY)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Bridgewater
Friday File
Big Picture / Asset Allocation
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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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Teqnion (TEQ/ST)
Ferrari (RACE)
Berkshire Hathaway (BRK/B)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Westinghouse
Chubb (CB)
Amazon (AMZN)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Equity Residential (EQR)
Kinsale Capital (KNSL)
Standard Bio Tools (LAB)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Intel (INTC)
Howard Marks
Friday File
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Friday File: Odds of Success?
November 22, 2024
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Trade Note
Roku (ROKU)
Royal Gold (RGLD)
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Friday File: What Now?
November 08, 2024
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Intel (INTC)
Nvidia (NVDA)
Brookfield Asset Management (BAM)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
OKLO
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Vistra (VST)
Altius Renewable Royalties (ARR/TO ATRWF)
Osisko Development (ODV ODV/V)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Trade Note
Pernod Ricard (RI/PA PRNDY PDRDF)
Teeka Tiwari
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Keysight (KEYS)
Franco/Nevada (FNV)
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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Nvidia (NVDA)
ALPS Alerian MLP (AMLP)
Woodside Petroleum (WPL/AX WOPEY)
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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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Advanced Micro Devices (AMD)
Domino's Pizza (DPZ)
Repligen (RGEN)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Sandstorm Gold (SAND SSL/TO)
Goosehead Insurance (GSHD)
Nvidia (NVDA)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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The Trade Desk (TTD)
Berkshire Hathaway (BRK/B)
Kinsale Capital (KNSL)
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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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Exor (EXO/AS EXXRF)
Evolution (EVO/ST EVVTY EVGGF)
Occidental Petroleum (OXY)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Nvidia (NVDA)
Towne Bank (TOWN)
John Fox
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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Dream Finders Homes (DFH)
gold
Structure Therapeutics (GPCR)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Nvidia (NVDA)
Sky Harbour (SKYH)
ALPS Alerian MLP (AMLP)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Advanced Micro Devices (AMD)
Hershey (HSY)
Sandstorm Gold (SAND SSL/TO)
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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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Triple Flag Precious Metals (TFPM/TO)
Trade Note
Hermes (RMS/PA HESAY)
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Friday File: Sweet Times
March 08, 2024
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Hershey (HSY)
Brookfield Asset Management (BAM)
Alphabet (GOOGL GOOG)
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