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Friday File: Looking back at NVIDIA
August 22, 2025
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Kairos Power
Amazon (AMZN)
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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BWX Technologies (BWXT)
Permian Basin Royalty Trust (PBT)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Charlie Munger
Atkore (ATKR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Constellation Software (CSU/TO CNSWF)
WESCO (WCC)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: WTF, NVIDIA?
May 26, 2023
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Emerald Health Pharmaceuticals
Pershing Square Holdings (PSH/AS PSHZF)
Camping World (CWH)
From
Stock Gumshoe
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