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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 (PS)
Texas Pacific Land (TPL)
Meta Platforms (META)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Kinsale Capital (KNSL)
Venture Global (VG)
Kairos Power
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Friday File: Looking back at NVIDIA
August 22, 2025
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Microsoft (MSFT)
BWX Technologies (BWXT)
Keysight (KEYS)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Stocks
Hershey (HSY)
Technology
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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WPP Group (WPPGY)
Vox Royalty (VOXR)
Amazon (AMZN)
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Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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Solaris Resources (SLSR)
Friday File
Royal Gold (RGLD)
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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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Royal Gold (RGLD)
RLI (RLI)
Topicus (TOI/V TOITF)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Beacon Roofing (BECN)
Berkshire Hathaway (BRK/B)
Friday File
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Income Investing
Gold/Precious Metals & Mining
Friday File
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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International General Insurance Holdings (IGIC)
Nvidia (NVDA)
Chubb (CB)
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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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WIngstop (WING)
Keysight (KEYS)
GXO Logistics (GXO)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Texas Pacific Land Trust (TPL)
Daily Journal (DJCO)
W/R/ Berkley (WRB)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Intuitive Surgical (ISRG)
Meta Platforms (META)
Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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IBM (IBM)
Friday File
Nvidia (NVDA)
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Friday File: Odds of Success?
November 22, 2024
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Friday File
Toast (TOST)
Nvidia (NVDA)
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Friday File: What Now?
November 08, 2024
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Vistra (VST)
Constellation Energy (CEG)
Apple (AAPL)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Altius Renewable Royalties (ARR/TO ATRWF)
Brookfield Asset Management (BAM)
Travelers (TRV)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Standard Bio Tools (LAB)
Remy Cointreau (RCO/PA REMYY REMYF)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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ArcelorMittal (MT)
Intuitive Surgical (ISRG)
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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Chapters Group (CHG/DE)
Trade Note
The Trade Desk (TTD)
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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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Intuitive Surgical (ISRG)
Domino's Pizza (DPZ)
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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Triple Flag Precious Metals (TFPM/TO)
Evolution (EVO/ST EVVTY EVGGF)
Royal Gold (RGLD)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Eric Savitz
The Trade Desk (TTD)
Markel (MKL)
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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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Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Eli Lilly (LLY)
Office Properties Income Trust (OPI)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Trade Note
Ashtead Group (ASHTY ASHTF)
Nvidia (NVDA)
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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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Tesla Motors (TSLA)
nuclear power
Trade Note
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Keysight (KEYS)
Black Stone Minerals (BSM)
Acacia Research (ACTG)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Royal Philips (PHG)
Stocks
The Trade Desk (TTD)
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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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Triple Flag Precious Metals (TFPM/TO)
Options or Futures
Warren Buffett
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Friday File: Sweet Times
March 08, 2024
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Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Pernod Ricard (RI/PA PRNDY PDRDF)
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