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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Toast (TOST)
International General Insurance Holdings (IGIC)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Meta Platforms (META)
Domino's Pizza (DPZ)
OpenAI
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Alphabet (GOOGL GOOG)
Venture Global (VG)
NuScale Power (SMR)
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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)
Royal Gold (RGLD)
Shopify (SHOP)
From
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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))
Stocks
Dakota Gold (DC)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Alphabet (GOOGL GOOG)
NuScale Power (SMR)
Vox Royalty (VOXR)
From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Trade Note
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Friday File
From
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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American Integrity Insurance (AII)
WESCO (WCC)
Hershey (HSY)
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Orogen (OGN/V OGNRF)
AngloGold Ashanti Ltd/ (AU)
Kinsale Capital (KNSL)
From
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
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Dine Brands (DIN)
Sandstorm Gold (SAND SSL/TO)
iShares Gold Trust (IAU)
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Alphabet (GOOGL GOOG)
Trade Note
Intuitive Surgical (ISRG)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Trade Note
Friday File
Big Picture / Asset Allocation
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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KKR & Co/ (KKR)
Chubb (CB)
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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Toast (TOST)
International General Insurance Holdings (IGIC)
Beacon Roofing (BECN)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Friday File
Domino's Pizza (DPZ)
Trade Note
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Chubb (CB)
Sabine Royalty Trust (SBR)
Permian Basin Royalty Trust (PBT)
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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BWX Technologies (BWXT)
Oklo (OKLO)
Brookfield Corp (BN)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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BWX Technologies (BWXT)
Hedging
Nvidia (NVDA)
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Berkshire Hathaway (BRK/B)
Wide Moat Research
Intuitive Surgical (ISRG)
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Friday File: Odds of Success?
November 22, 2024
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Penguin Solutions (PENG) (was SMART Global)
Keysight (KEYS)
Atkore (ATKR)
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Friday File: Who’s Buying What?
November 15, 2024
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Greenlight Capital Re (GLRE)
Kyndryl (KD)
Brookfield Asset Management (BAM)
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Friday File: Tricks and Treats
November 01, 2024
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Oxford Nanopore (ONT/L ONTTF)
Brookfield Corp (BN)
Acacia Research (ACTG)
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Friday File: Better and Cheaper?
October 25, 2024
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The Big Secret on Wall Street (This Week)
International General Insurance Holdings (IGIC)
Goosehead Insurance (GSHD)
From
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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
International General Insurance Holdings (IGIC)
Intuitive Surgical (ISRG)
From
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Friday File: Double Buy in Gold?
September 27, 2024
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$100K Lock Box
Gold/Precious Metals & Mining
Vox Royalty (VOXR)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Vistra (VST)
Friday File
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Brookfield Reinsurance (BNRE)
Celsius Holdings (CELH)
Domino's Pizza (DPZ)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Trade Note
Friday File
Standard Bio Tools (LAB)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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gold
Wheaton Precious Metals (WPM)
Nvidia (NVDA)
From
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Monster Beverage (MNST)
Burford Capital (BUR)
Whitney Tilson
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