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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)
Stocks
Pershing Square USA (PSUS)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Kairos Power
Unity Software (U)
BWX Technologies (BWXT)
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Friday File: Looking back at NVIDIA
August 22, 2025
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Keysight (KEYS)
NuScale Power (SMR)
Technology
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Iveco (IVG/MI IVCGF)
Stellantis (STLA)
Goosehead Insurance (GSHD)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
WPP Group (WPPGY)
Northern Star Resources (NST/AX NESRF)
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Uber
Vox Royalty (VOXR)
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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Nvidia (NVDA)
Topicus (TOI/V TOITF)
Constellation Software (CSU/TO CNSWF)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Beacon Roofing (BECN)
Jeffrey Gundlach
Danny Moses
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
Pershing Square Holdings (PSH/AS PSHZF)
Acacia Research (ACTG)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Franco/Nevada (FNV)
Acacia Research (ACTG)
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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Goosehead Insurance (GSHD)
Teqnion (TEQ/ST)
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)
BWX Technologies (BWXT)
Big Picture / Asset Allocation
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Brookfield Corp (BN)
Howard Hughes Holdings (HHH)
Equity Residential (EQR)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Stocks
D/Wave Quantum (QBTS)
Nvidia (NVDA)
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Friday File: Odds of Success?
November 22, 2024
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Nvidia (NVDA)
Roku (ROKU)
Dream Finders Homes (DFH)
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Friday File: What Now?
November 08, 2024
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Par Technology (PAR)
Brookfield Corp (BN)
Alphabet (GOOGL GOOG)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Homestake
Gold Standard Ventures (GSV)
GE Vernova (GEV)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Teqnion (TEQ/ST)
Pernod Ricard (RI/PA PRNDY PDRDF)
Nvidia (NVDA)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Keysight (KEYS)
gold
Trade Note
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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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Berkshire Hathaway (BRK/B)
Brown & Brown (BRO)
ALPS Alerian MLP (AMLP)
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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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Enphase Energy (ENPH)
Domino's Pizza (DPZ)
Friday File
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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)
Toast (TOST)
Royal Gold (RGLD)
From
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Berkshire Hathaway (BRK/B)
Nvidia (NVDA)
Boston Omaha (BOC)
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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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Occidental Petroleum (OXY)
NuScale Power (SMR)
Markel (MKL)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Nvidia (NVDA)
Miles Lewis
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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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Trade Note
Friday File
NVR (NVR)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Sky Harbour (SKYH)
Keysight (KEYS)
Boston Omaha (BOC)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Income Investing
American Financial Group (AFG)
Roku (ROKU)
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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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Fluence
Tapestry (TPR)
Market Vectors Junior Gold Miners ETF (GDXJ)
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Friday File: Sweet Times
March 08, 2024
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Brookfield Corp (BN)
Travelers (TRV)
Trade Note
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