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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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Toast (TOST)
International General Insurance Holdings (IGIC)
Berkshire Hathaway (BRK/B)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Nvidia (NVDA)
Howard Hughes Holdings (HHH)
Meta Platforms (META)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Unity Software (U)
Technology
Wingstop (WING)
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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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Wheaton Precious Metals (WPM)
Sitio Royalties (STR)
Atlas Energy (ATLE/V CANSD)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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PepsiCo (PEP)
WPP Group (WPPGY)
Hershey (HSY)
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
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Synopsys (SNPS)
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Oklo (OKLO)
Nano Nuclear (NNE)
Westinghouse
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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Hershey (HSY)
WESCO (WCC)
teqnion
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Friday File
Big Picture / Asset Allocation
Trade Note
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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GOLD
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Dakota Gold (DC)
gold
Toast (TOST)
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Keysight (KEYS)
Shopify (SHOP)
Par Technology (PAR)
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Hershey (HSY)
Remy Cointreau (RCO/PA REMYY REMYF)
Pernod Ricard (RI/PA PRNDY PDRDF)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Ray Dalio
Acacia Research (ACTG)
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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Par Technology (PAR)
United Rentals (URI)
WIngstop (WING)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Domino's Pizza (DPZ)
Toast (TOST)
Trade Note
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Westinghouse
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Daily Journal (DJCO)
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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NuScale Power (SMR)
Big Picture / Asset Allocation
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Alphabet (GOOGL GOOG)
Trade Note
Friday File
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Intuitive Surgical (ISRG)
Warren Buffett
Berkshire Hathaway (BRK/B)
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Friday File: Odds of Success?
November 22, 2024
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Chubb (CB)
Toast (TOST)
Nvidia (NVDA)
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Friday File: Who’s Buying What?
November 15, 2024
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John Deere (DE)
Spotify (SPOT)
Boston Omaha (BOC)
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Friday File: Tricks and Treats
November 01, 2024
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Acacia Research (ACTG)
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Brookfield Wealth Solutions (BNT)
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Friday File: Better and Cheaper?
October 25, 2024
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The Big Secret on Wall Street (This Week)
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From
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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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BWX Technologies (BWXT)
Nvidia (NVDA)
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Friday File: Double Buy in Gold?
September 27, 2024
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Friday File
Vox Royalty (VOXR)
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Kinsale Capital (KNSL)
Chubb (CB)
International General Insurance Holdings (IGIC)
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Monster Beverage (MNST)
Brookfield Corp (BN)
PepsiCo (PEP)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Teqnion (TEQ/ST)
Atkore (ATKR)
Chapters Group (CHG/DE)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
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GOLD
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Intuitive Surgical (ISRG)
Seabridge Gold (SA SEA/TO)
Wheaton Precious Metals (WPM)
From
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Toast (TOST)
Berkshire Hathaway (BRK/B)
Celsius Holdings (CELH)
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