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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Constellation Energy (CEG)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Friday File: Q1 Earningspalooza
May 02, 2025
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Friday File
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Friday File: How Much to Pay for Slowing Growth?
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Friday File: Toasting Gold until it Hertz?
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Friday File: Stop Losses and the Big Picture
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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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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
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Friday File: DeepWeak, Insurance, and Gambling
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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January 10, 2025
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
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Friday File: Odds of Success?
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Friday File: Who’s Buying What?
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Friday File: Tricks and Treats
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Friday File: Better and Cheaper?
October 25, 2024
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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Friday File: Double Buy in Gold?
September 27, 2024
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Friday File: AI in One of Our Favorite Sectors?
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Friday File: Cold Quarter… and a Bunch of Little Buys
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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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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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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