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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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Markel (MKL)
Domino's Pizza (DPZ)
Technology
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Technology
Wingstop (WING)
Chubb (CB)
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Friday File: Looking back at NVIDIA
August 22, 2025
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BWX Technologies (BWXT)
Meta Platforms (META)
Alphabet (GOOGL GOOG)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Exor (EXO/AS EXXRF)
Peter Lynch
Friday File
From
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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PepsiCo (PEP)
Gold/Precious Metals & Mining
Royal Gold (RGLD)
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Solaris Resources (SLSR)
Amazon (AMZN)
Oklo (OKLO)
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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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Acacia Research (ACTG)
American Financial Group (AFG)
Kinsale Capital (KNSL)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Stellantis (STLA)
Iveco (IVG/MI IVCGF)
Nvidia (NVDA)
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Nvidia (NVDA)
Primecap Odyssey Growth (POGRX)
Energy
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Royal Gold (RGLD)
BWX Technologies (BWXT)
Big Picture / Asset Allocation
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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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Chubb (CB)
Technology
Brown & Brown (BRO)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Pershing Square
Fannie Mae (FNMA)
Meta Platforms (META)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Intel (INTC)
IBM (IBM)
Chubb (CB)
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Friday File: Odds of Success?
November 22, 2024
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Keysight (KEYS)
Brown & Brown (BRO)
Trade Note
From
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Friday File: What Now?
November 08, 2024
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The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
Stocks
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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Osisko Development (ODV ODV/V)
Dominion Resources (D)
Silvercorp Metals (SVM SVM/TO)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Atkore (ATKR)
Remy Cointreau (RCO/PA REMYY REMYF)
Berkshire Hathaway (BRK/B)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
The Trade Desk (TTD)
Wheaton Precious Metals (WPM)
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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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ALPS Alerian MLP (AMLP)
Tellurian (TELL)
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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Advanced Micro Devices (AMD)
Intuitive Surgical (ISRG)
Anavex Life Sciences (AVXL)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Alphabet (GOOGL GOOG)
Toast (TOST)
Triple Flag Precious Metals (TFPM/TO)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Atkore (ATKR)
Exor (EXO/AS EXXRF)
Eric Savitz
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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
Vistra (VST)
Encore Wire (WIRE)
Berkshire Hathaway (BRK/B)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Touk Sinantha
Ashtead Group (ASHTY ASHTF)
Acacia Research (ACTG)
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Paradigm Mastermind Group
Nvidia (NVDA)
Kopin (KOPN)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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John Deere (DE)
Pershing Square Holdings (PSH/AS PSHZF)
Pershing Square USA (PSUS)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Apple (AAPL)
Stocks
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
Tags
Structure Therapeutics (GPCR)
Big Picture / Asset Allocation
Royal Gold (RGLD)
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Friday File: Sweet Times
March 08, 2024
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Travelers (TRV)
Trade Note
Brookfield Corp (BN)
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