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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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Texas Pacific Land (TPL)
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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NuScale Power (SMR)
Cerebras (CBRS)
Centrus Energy (LEU)
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Friday File: Looking back at NVIDIA
August 22, 2025
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Apple (AAPL)
NuScale Power (SMR)
Kairos Power
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Exor (EXO/AS EXXRF)
Kinsale Capital (KNSL)
Stocks
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Trade Note
Royal Gold (RGLD)
YPF (YPF)
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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)
Howard Hughes Holdings (HHH)
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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Bill Ackman
American Financial Group (AFG)
Sandstorm Gold (SAND SSL/TO)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Stocks
Nvidia (NVDA)
Berkshire Hathaway (BRK/B)
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Royal Gold (RGLD)
Glencore (GLEN/L GLNCY)
The Trade Desk (TTD)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
Bill Ackman
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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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Trade Note
Waste Magement (WM)
Teqnion (TEQ/ST)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Brown & Brown (BRO)
Technology
Cisco (CSCO)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Fannie Mae (FNMA)
Howard Hughes Holdings (HHH)
Lennar (LEN)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Trade Note
Hedging
IonQ (IONQ)
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Friday File: Odds of Success?
November 22, 2024
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Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
Toast (TOST)
From
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Friday File: What Now?
November 08, 2024
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DigitalBridge (DBRG)
Apple (AAPL)
Celsius Holdings (CELH)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Cameco (CCJ)
Terrapower
Teqnion (TEQ/ST)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Dino Polska (DNP/W DNOPY)
Pernod Ricard (RI/PA PRNDY PDRDF)
Berkshire Hathaway (BRK/B)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Franco/Nevada (FNV)
Osisko Mining (OSK/TO OBNNF)
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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BioArctic (BIOA/B/ST BRCTF)
Pershing Square Holdings (PSH/AS PSHZF)
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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Domino's Pizza (DPZ)
Repligen (RGEN)
Big Picture / Asset Allocation
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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The Trade Desk (TTD)
Evolution (EVO/ST EVVTY EVGGF)
Royal Gold (RGLD)
From
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Boston Omaha (BOC)
Markel (MKL)
Friday File
From
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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
Tags
Markel (MKL)
Super Micro Computer (SMCI)
Plug power (PLUG)
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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)
Charlie Munger
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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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NVR (NVR)
Structure Therapeutics (GPCR)
Boston Omaha (BOC)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Pershing Square USA (PSUS)
ALPS Alerian MLP (AMLP)
Freehold Royalties (FRU/TO FRHLF)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Apple (AAPL)
Thales (HO/PA THLLY THLEF)
Diageo (DEO)
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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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Options or Futures
Tapestry (TPR)
Novo Nordisk (NVO)
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Friday File: Sweet Times
March 08, 2024
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Trade Note
Diageo (DEO)
Arch Capital (ACGL)
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