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Friday File: Looking back at NVIDIA
August 22, 2025
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GE Vernova (GEV)
Cisco (CSCO)
Apple (AAPL)
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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Vistra (VST)
Friday File
Brookfield Asset Management (BAM)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Nvidia (NVDA)
Pershing Square
Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Alphabet (GOOGL GOOG)
Standard Bio Tools (LAB)
Goosehead Insurance (GSHD)
From
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The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
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Absci (ABSI)
Verses AI (VERS/NEO VRSSF)
Super Micro Computer (SMCI)
From
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Advanced Micro Devices (AMD)
Apple (AAPL)
Microsoft (MSFT)
From
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Alphabet (GOOGL GOOG)
Pershing Square Holdings (PSH/AS PSHZF)
W/R/ Berkley (WRB)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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EQT (EQT)
Kinsale Capital (KNSL)
Microsoft (MSFT)
From
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Markel (MKL)
Amazon (AMZN)
Apple (AAPL)
From
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Friday File
Adyen (ADYEN/AS ADYEY ADYYF)
Roku (ROKU)
From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Shopify (SHOP)
Brown & Brown (BRO)
Apple (AAPL)
From
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Friday File: Prophets of Doom
October 21, 2022
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Freehold Royalties (FRU/TO FRHLF)
Blackstone Group (BX)
Altius Minerals (ALS/TO ATUSF)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Disney (DIS)
Snap (SNAP)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Microsoft (MSFT)
Altius Minerals (ALS/TO ATUSF)
Netflix (NFLX)
From
Stock Gumshoe
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