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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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BWX Technologies (BWXT)
Viper Energy (VNOM)
Amazon (AMZN)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Brown & Brown (BRO)
Viper Energy (VNOM)
Domino's Pizza (DPZ)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Take Two Interactive (TTWO)
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BWX Technologies (BWXT)
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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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Vistra (VST)
Atlas Energy (ATLE/V CANSD)
Big Picture / Asset Allocation
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Royal Gold (RGLD)
Amazon (AMZN)
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Vox Royalty (VOXR)
Kochav Defense Acquisition Corp (KCHVU)
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Oklo (OKLO)
Nano Nuclear (NNE)
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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silver
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Brown & Brown (BRO)
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Orogen (OGN/V OGNRF)
Friday File
Markel (MKL)
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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GOLD
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Hertz (HTZ)
Royal Gold (RGLD)
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Broadridge Financial Solutions (BR)
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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)
Diageo (DEO)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Vox Royalty (VOXR)
Gold/Precious Metals & Mining
Howard Hughes Holdings (HHH)
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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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International General Insurance Holdings (IGIC)
Toast (TOST)
RXO (RXO)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Cloudflare (NET)
Brookfield Corp (BN)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Technology
Brown & Brown (BRO)
NuScale Power (SMR)
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Friday File
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Markel (MKL)
Friday File
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Ferrari (RACE)
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Friday File: Odds of Success?
November 22, 2024
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Atkore (ATKR)
Friday File
Toast (TOST)
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Friday File: Who’s Buying What?
November 15, 2024
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Brookfield Corp (BN)
Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Tricks and Treats
November 01, 2024
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Brown & Brown (BRO)
Acacia Research (ACTG)
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Friday File: Better and Cheaper?
October 25, 2024
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Brown & Brown (BRO)
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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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Altius Minerals (ALS/TO ATUSF)
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Friday File: Double Buy in Gold?
September 27, 2024
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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W/R/ Berkley (WRB)
Fairfax Financial Holdings (FFH/TO FRFHF)
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From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Markel (MKL)
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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Sky Quarry
Chapters Group (CHG/DE)
Nvidia (NVDA)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
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Triple Flag Precious Metals (TFPM/TO)
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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