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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Friday File
Technology
Pershing Square Holdings (PSH/L PSHZF)
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Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Cerebras (CBRS)
Kinsale Capital (KNSL)
Stocks
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Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Meta Platforms (META)
GE Vernova (GEV)
Oklo (OKLO)
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Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Stocks
Kinsale Capital (KNSL)
Options or Futures
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Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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PepsiCo (PEP)
Hershey (HSY)
WPP Group (WPPGY)
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Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Michael Cembalest
BWX Technologies (BWXT)
Howard Hughes Holdings (HHH)
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Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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American Financial Group (AFG)
Markel (MKL)
Shopify (SHOP)
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Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Meb Faber
Nvidia (NVDA)
Eagle Energy Metals
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Royal Gold (RGLD)
Energy
Sandstorm Gold (SAND SSL/TO)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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iShares 1/5 Year TIPS Ladder ETF (LDRI)
Friday File
Gold/Precious Metals & Mining
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Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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XPO Logistics (XPO)
Chubb (CB)
Domino's Pizza (DPZ)
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Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Westinghouse
W/R/ Berkley (WRB)
Daily Journal (DJCO)
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Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Brookfield Corp (BN)
Nvidia (NVDA)
Hershey (HSY)
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Stock Gumshoe
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: Odds of Success?
November 22, 2024
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Keysight (KEYS)
Royal Gold (RGLD)
Atkore (ATKR)
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Friday File: What Now?
November 08, 2024
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Nvidia (NVDA)
Apple (AAPL)
BWX Technologies (BWXT)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Teqnion (TEQ/ST)
Constellation Energy (CEG)
Osisko Gold Royalties (OR)
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Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Dino Polska (DNP/W DNOPY)
Sky Quarry
Nvidia (NVDA)
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Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Intuitive Surgical (ISRG)
Seabridge Gold (SA SEA/TO)
Nvidia (NVDA)
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Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Trade Note
Woodside Petroleum (WPL/AX WOPEY)
Brown & Brown (BRO)
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Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Stocks
Intuitive Surgical (ISRG)
Domino's Pizza (DPZ)
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Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Kinsale Capital (KNSL)
Toast (TOST)
Cloudflare (NET)
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Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Kinsale Capital (KNSL)
Eric Savitz
Intuitive Surgical (ISRG)
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Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Nvidia (NVDA)
BWX Technologies (BWXT)
ARM Holdings (ARM)
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Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Jim Tringas
David Poppe
Bob Robotti
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Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Paradigm Mastermind Group
Kopin (KOPN)
Boston Omaha (BOC)
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Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Acacia Research (ACTG)
Black Stone Minerals (BSM)
Sky Harbour (SKYH)
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Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Stocks
Pernod Ricard (RI/PA PRNDY PDRDF)
Textron (TXT)
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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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Novo Nordisk (NVO)
LVMH (MC/PA LVMUY LVMHF)
Ferrari (RACE)
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Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Stocks
Berkshire Hathaway (BRK/B)
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Stock Gumshoe
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