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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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Howard Hughes Holdings (HHH)
Pershing Square (PS)
OpenAI
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Chubb (CB)
Unity Software (U)
BWX Technologies (BWXT)
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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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Iveco (IVG/MI IVCGF)
WIngstop (WING)
Friday File
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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WPP Group (WPPGY)
Hershey (HSY)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Uber
Chipotle Mexican Grill (CMG)
Nvidia (NVDA)
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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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Constellation Software (CSU/TO CNSWF)
Tyler Technologies (TYL)
RLI (RLI)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Stellantis (STLA)
D/Wave Quantum (QBTS)
Options or Futures
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Energy
QXO (QXO)
Primecap Odyssey Growth (POGRX)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Dino Polska (DNP/W DNOPY)
Berkshire Hathaway (BRK/B)
Sandstorm Gold (SAND SSL/TO)
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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
Teqnion (TEQ/ST)
Waste Magement (WM)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Sabine Royalty Trust (SBR)
Amazon (AMZN)
Permian Basin Royalty Trust (PBT)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Meta Platforms (META)
Friday File
Pershing Square
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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BWX Technologies (BWXT)
Technology
Friday File
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Friday File: Odds of Success?
November 22, 2024
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Alphabet (GOOGL GOOG)
Big Picture / Asset Allocation
Penguin Solutions (PENG) (was SMART Global)
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Friday File: What Now?
November 08, 2024
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The Trade Desk (TTD)
Talen Energy (TLN)
Royal Gold (RGLD)
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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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Kinsale Capital (KNSL)
Katusa Resource Opportunities
Brookfield Corp (BN)
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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
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GOLD
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Franco/Nevada (FNV)
Osisko Mining (OSK/TO OBNNF)
Guest Articles
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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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POET Technologies (POET PTK/V)
Celsius Holdings (CELH)
Pershing Square USA (PSUS)
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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)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Celsius Holdings (CELH)
Triple Flag Precious Metals (TFPM/TO)
Pershing Square
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Friday File
Boston Omaha (BOC)
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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Model N (MODN)
MyMD Pharmaceuticals (MYMD)
Stem (STEM)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Five Below (FIVE)
Charlie Munger
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
gold
Nvidia (NVDA)
Vistra (VST)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Trade Note
Diageo (DEO)
John Deere (DE)
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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
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GOLD
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Structure Therapeutics (GPCR)
Hermes (RMS/PA HESAY)
Acacia Research (ACTG)
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Friday File: Sweet Times
March 08, 2024
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Jéronimo Martins (JRONY JRONF)
Markel (MKL)
Alphabet (GOOGL GOOG)
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