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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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Wheaton Precious Metals (WPM)
Vistra (VST)
Income Investing
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Sandstorm Gold (SAND SSL/TO)
The Trade Desk (TTD)
Nvidia (NVDA)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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NuScale Power (SMR)
YPF (YPF)
QXO (QXO)
From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Nano Nuclear (NNE)
Trade Note
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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silver
Teqnion (TEQ/ST)
Roku (ROKU)
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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AngloGold Ashanti Ltd/ (AU)
Altius Minerals (ALS/TO ATUSF)
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
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Pershing Square Holdings (PSH/AS PSHZF)
Dakota Gold (DC)
Royal Gold (RGLD)
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Friday File
Broadridge Financial Solutions (BR)
Alphabet (GOOGL GOOG)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Keysight (KEYS)
SSR Mining (SSRM)
Markel (MKL)
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Bill Ackman
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Huntington Ingalls Industries (HII)
From
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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
Berkshire Hathaway (BRK/B)
Chubb (CB)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Domino's Pizza (DPZ)
Dakota Gold (DC)
WIngstop (WING)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Westinghouse
Sabine Royalty Trust (SBR)
NuScale Power (SMR)
From
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Intuitive Surgical (ISRG)
NuScale Power (SMR)
Travelers (TRV)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Kinsale Capital (KNSL)
Friday File
Intel (INTC)
From
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Brookfield Corp (BN)
Berkshire Hathaway (BRK/B)
Friday File
From
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Friday File: Odds of Success?
November 22, 2024
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Roku (ROKU)
Brown & Brown (BRO)
Royal Gold (RGLD)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Nu Holdings (NU)
WESCO (WCC)
AGCO (AGCO)
From
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Friday File: Tricks and Treats
November 01, 2024
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Friday File
Brookfield Corp (BN)
Oxford Nanopore (ONT/L ONTTF)
From
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Friday File: Better and Cheaper?
October 25, 2024
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Kinsale Capital (KNSL)
Friday File
W/R/ Berkley (WRB)
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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Microsoft (MSFT)
Katusa Research
Marina Katusa
From
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Friday File: Double Buy in Gold?
September 27, 2024
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Deterra Royalties (DRR/AX)
Vox Royalty (VOXR)
Franco/Nevada (FNV)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Hiscox (HSX/L HCXLY)
Arch Capital (ACGL)
W/R/ Berkley (WRB)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Celsius Holdings (CELH)
Brookfield Reinsurance (BNRE)
Vistra (VST)
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Chapters Group (CHG/DE)
Pernod Ricard (RI/PA PRNDY PDRDF)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
From
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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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Friday File
Guest Articles
Franco/Nevada (FNV)
From
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Par Technology (PAR)
The Trade Desk (TTD)
Power Law Investing Podcast
From
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Sandstorm Gold (SAND SSL/TO)
Standard Bio Tools (LAB)
$100K Lock Box
From
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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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Pershing Square Holdings (PSH/AS PSHZF)
Celsius Holdings (CELH)
Tellurian (TELL)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Diageo (DEO)
Charlie Munger
Friday File
From
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