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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Texas Pacific Land (TPL)
Amazon (AMZN)
Pershing Square USA (PSUS)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Friday File: Looking back at NVIDIA
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Markel (MKL)
WIngstop (WING)
Ferrari (RACE)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Northern Star Resources (NST/AX NESRF)
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Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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gold
Nvidia (NVDA)
Howard Hughes Holdings (HHH)
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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)
Royal Gold (RGLD)
Shopify (SHOP)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Iveco (IVG/MI IVCGF)
Amazon (AMZN)
Options or Futures
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
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GOLD
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Pershing Square Holdings (PSH/AS PSHZF)
Friday File
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Chubb (CB)
KKR & Co/ (KKR)
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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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XPO Logistics (XPO)
Chubb (CB)
Goosehead Insurance (GSHD)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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BWX Technologies (BWXT)
Cloudflare (NET)
Permian Basin Royalty Trust (PBT)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Goosehead Insurance (GSHD)
Intuitive Surgical (ISRG)
Meta Platforms (META)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Chubb (CB)
Kinsale Capital (KNSL)
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Friday File: Odds of Success?
November 22, 2024
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Roku (ROKU)
Nvidia (NVDA)
Dream Finders Homes (DFH)
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Friday File: What Now?
November 08, 2024
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Bank of America (BAC)
Brookfield Asset Management (BAM)
DigitalBridge (DBRG)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
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gold
Nvidia (NVDA)
warrants
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Friday File
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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)
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Goosehead Insurance (GSHD)
AdvisorShares Ranger Equity Bear ETF (HDGE)
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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Toast (TOST)
Kinsale Capital (KNSL)
Roku (ROKU)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Markel (MKL)
Atkore (ATKR)
Nvidia (NVDA)
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
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OKLO
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Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Super Micro Computer (SMCI)
Model N (MODN)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Charlie Munger
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
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GOLD
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NVR (NVR)
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Friday File
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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ALPS Alerian MLP (AMLP)
Toast (TOST)
UIPath (PATH)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Thales (HO/PA THLLY THLEF)
Friday File
Arcadea
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
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GOLD
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Eli Lilly (LLY)
SSR Mining (SSRM)
Clarivate (CLVT)
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Friday File: Sweet Times
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Diageo (DEO)
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