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Latest News about Nvidia (NVDA)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Amazon (AMZN)
Domino's Pizza (DPZ)
Viper Energy (VNOM)
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Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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GE Vernova (GEV)
Kinsale Capital (KNSL)
Stocks
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Friday File: Looking back at NVIDIA
August 22, 2025
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Apple (AAPL)
Technology
Keysight (KEYS)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Friday File
Markel (MKL)
Stellantis (STLA)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Burford Capital (BUR)
Royal Gold (RGLD)
Amazon (AMZN)
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Pershing Square Holdings (PSH/L PSHZF)
Nvidia (NVDA)
Amazon (AMZN)
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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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Arch Capital (ACGL)
BWX Technologies (BWXT)
RLI (RLI)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Alphabet (GOOGL GOOG)
Ferrari (RACE)
Barry Ritholz
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Energy
Glencore (GLEN/L GLNCY)
Friday File
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Huntington Ingalls Industries (HII)
Bruce Flatt
Dino Polska (DNP/W DNOPY)
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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: DeepWeak, Insurance, and Gambling
January 31, 2025
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Brookfield Corp (BN)
Cloudflare (NET)
Trade Note
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Lennar (LEN)
Bill Ackman
Brookfield Asset Management (BAM)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Hedging
Friday File
Markel (MKL)
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Friday File: Odds of Success?
November 22, 2024
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Toast (TOST)
Big Picture / Asset Allocation
Penguin Solutions (PENG) (was SMART Global)
From
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Friday File: What Now?
November 08, 2024
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Stocks
DigitalBridge (DBRG)
Toast (TOST)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Marina Katusa
Toast (TOST)
International General Insurance Holdings (IGIC)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Trade Note
Chapters Group (CHG/DE)
Sky Quarry
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Sandstorm Gold (SAND SSL/TO)
The Trade Desk (TTD)
gold
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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)
Tellurian (TELL)
Nvidia (NVDA)
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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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Tesla Motors (TSLA)
Anavex Life Sciences (AVXL)
Domino's Pizza (DPZ)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Triple Flag Precious Metals (TFPM/TO)
Roku (ROKU)
Franco/Nevada (FNV)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Boston Omaha (BOC)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
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Markel (MKL)
Atkore (ATKR)
Berkshire Hathaway (BRK/B)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Five Below (FIVE)
Nvidia (NVDA)
J&J Snack Foods (JJSF)
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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options
Friday File
SMART Global Holdings (SGH)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Trade Note
UIPath (PATH)
Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Markel (MKL)
Berkshire Hathaway (BRK/B)
Leonardo (LDO/MI FINMF FINMY)
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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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Stem (STEM)
Triple Flag Precious Metals (TFPM/TO)
LVMH (MC/PA LVMUY LVMHF)
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Friday File: Sweet Times
March 08, 2024
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Diageo (DEO)
Big Picture / Asset Allocation
Hershey (HSY)
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