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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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Brown & Brown (BRO)
Markel (MKL)
Viper Energy (VNOM)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Flex LNG (FLNG)
Oklo (OKLO)
Anthropic
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Friday File: Looking back at NVIDIA
August 22, 2025
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Amazon (AMZN)
Keysight (KEYS)
Microsoft (MSFT)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Options or Futures
Technology
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Amazon (AMZN)
Vox Royalty (VOXR)
WPP Group (WPPGY)
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Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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Equinox Gold (EQX/V EQXFF)
Oklo (OKLO)
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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Chapters Group (CHG/DE)
The Trade Desk (TTD)
International General Insurance Holdings (IGIC)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Rigetti Computing (RGTI)
International General Insurance Holdings (IGIC)
Nvidia (NVDA)
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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ETFs or Mutual Funds
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
Primecap Odyssey Growth (POGRX)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Vistra (VST)
Boyar Research
Friday File
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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
QXO (QXO)
International General Insurance Holdings (IGIC)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Foreign Investments
Cisco (CSCO)
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Lennar (LEN)
Equity Residential (EQR)
Kinsale Capital (KNSL)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Intel (INTC)
BWX Technologies (BWXT)
Exor (EXO/AS EXXRF)
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Friday File: Odds of Success?
November 22, 2024
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Friday File
Nvidia (NVDA)
Toast (TOST)
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Friday File: What Now?
November 08, 2024
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Brookfield Asset Management (BAM)
Intel (INTC)
Vox Royalty (VOXR)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
OKLO
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Trade Note
Terrapower
Taiwan Semiconductor (TSM)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Nvidia (NVDA)
Teeka Tiwari
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)
Royal Gold (RGLD)
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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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Acacia Research (ACTG)
Vicarious Surgical (RBOT)
W/R/ Berkley (WRB)
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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)
Advanced Micro Devices (AMD)
Nvidia (NVDA)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Franco/Nevada (FNV)
Sandstorm Gold (SAND SSL/TO)
Toast (TOST)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Nvidia (NVDA)
Friday File
Berkshire Hathaway (BRK/B)
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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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Taiwan Semiconductor (TSM)
Stem (STEM)
Interactive Brokers (IBKR)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Vulcan Materials (VMC)
Acacia Research (ACTG)
Teledyne Technologies (TDY)
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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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D/ R/ Horton (DHI)
James Altucher
BWX Technologies (BWXT)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Trade Note
John Deere (DE)
Friday File
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Amazon (AMZN)
Pernod Ricard (RI/PA PRNDY PDRDF)
Lockheed Martin (LMT)
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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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Market Vectors Junior Gold Miners ETF (GDXJ)
Friday File
Royal Gold (RGLD)
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Friday File: Sweet Times
March 08, 2024
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Brookfield Corp (BN)
Alphabet (GOOGL GOOG)
Diageo (DEO)
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