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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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Pershing Square USA (PSUS)
Stocks
Amazon (AMZN)
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Friday File: Insurance Slowdown, Gas Speculation and more…
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Venture Global (VG)
Amazon (AMZN)
Cerebras (CBRS)
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Friday File: Looking back at NVIDIA
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Alphabet (GOOGL GOOG)
Meta Platforms (META)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Kinsale Capital (KNSL)
Goosehead Insurance (GSHD)
Nvidia (NVDA)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Amazon (AMZN)
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Chipotle Mexican Grill (CMG)
Hilton (HLT)
Equinox Gold (EQX/V EQXFF)
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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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Chapters Group (CHG/DE)
Markel (MKL)
RLI (RLI)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Berkshire Hathaway (BRK/B)
Equifund
Exor (EXO/AS EXXRF)
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Vox Royalty (VOXR)
Universal Music Group (UMG/AS UMGNF)
iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Nvidia (NVDA)
Greenlight Capital Re (GLRE)
Brookfield Asset Management (BAM)
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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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Keysight (KEYS)
Brad Jacobs
Domino's Pizza (DPZ)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Permian Basin Royalty Trust (PBT)
NuScale Power (SMR)
Foreign Investments
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Pershing Square Holdings (PSH/AS PSHZF)
Bill Ackman
Standard Bio Tools (LAB)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Chubb (CB)
BWX Technologies (BWXT)
Exor (EXO/AS EXXRF)
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Friday File: Odds of Success?
November 22, 2024
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Alphabet (GOOGL GOOG)
Big Picture / Asset Allocation
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Friday File: What Now?
November 08, 2024
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Celsius Holdings (CELH)
Amazon (AMZN)
Par Technology (PAR)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Dominion Resources (D)
Silvercorp Metals (SVM SVM/TO)
Osisko Development (ODV ODV/V)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Remy Cointreau (RCO/PA REMYY REMYF)
Atkore (ATKR)
Chapters Group (CHG/DE)
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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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Franco/Nevada (FNV)
Nvidia (NVDA)
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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)
Vicarious Surgical (RBOT)
American Financial Group (AFG)
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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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Stocks
The Trade Desk (TTD)
Africa Oil (AOI/TO AOIFF)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Amazon (AMZN)
Shopify (SHOP)
Celsius Holdings (CELH)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Eric Savitz
Exor (EXO/AS EXXRF)
Atkore (ATKR)
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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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BWX Technologies (BWXT)
ARM Holdings (ARM)
MyMD Pharmaceuticals (MYMD)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Brown & Brown (BRO)
Towne Bank (TOWN)
Sequoia
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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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Apple (AAPL)
James Altucher
Tesla Motors (TSLA)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Trade Note
Friday File
Black Stone Minerals (BSM)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Cloudflare (NET)
Standard Bio Tools (LAB)
Qurate Preferreds (QRTEP)
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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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LVMH (MC/PA LVMUY LVMHF)
Friday File
Trade Note
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Friday File: Sweet Times
March 08, 2024
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Berkshire Hathaway (BRK/B)
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