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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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Pershing Square USA (PSUS)
Amazon (AMZN)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Centrus Energy (LEU)
Amazon (AMZN)
Texas Pacific Land (TPL)
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Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Meta Platforms (META)
Apple (AAPL)
BWX Technologies (BWXT)
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Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Hershey (HSY)
Nvidia (NVDA)
Stocks
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Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Dakota Gold (DC)
Burford Capital (BUR)
Nvidia (NVDA)
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Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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BWX Technologies (BWXT)
Howard Hughes Holdings (HHH)
gold
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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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W/R/ Berkley (WRB)
Arch Capital (ACGL)
Vistra (VST)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Amazon (AMZN)
Iveco (IVG/MI IVCGF)
Meb Faber
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
Energy
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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KKR & Co/ (KKR)
Chubb (CB)
Howard Hughes Holdings (HHH)
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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)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Cisco (CSCO)
Foreign Investments
Texas Pacific Land Trust (TPL)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Brookfield Corp (BN)
Nvidia (NVDA)
Hershey (HSY)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Stocks
Kinsale Capital (KNSL)
Chubb (CB)
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Friday File: Odds of Success?
November 22, 2024
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Toast (TOST)
Chubb (CB)
Roku (ROKU)
From
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Friday File: What Now?
November 08, 2024
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Apple (AAPL)
BWX Technologies (BWXT)
Nvidia (NVDA)
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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W/R/ Berkley (WRB)
Alphabet (GOOGL GOOG)
Westinghouse
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Nvidia (NVDA)
Sky Quarry
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Intuitive Surgical (ISRG)
Seabridge Gold (SA SEA/TO)
Wheaton Precious Metals (WPM)
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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)
Burford Capital (BUR)
Nvidia (NVDA)
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Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Stocks
Intuitive Surgical (ISRG)
Domino's Pizza (DPZ)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Toast (TOST)
Kinsale Capital (KNSL)
Cloudflare (NET)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Exor (EXO/AS EXXRF)
Boston Omaha (BOC)
Nvidia (NVDA)
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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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Plug power (PLUG)
Office Properties Income Trust (OPI)
NuScale Power (SMR)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Ashtead Group (ASHTY ASHTF)
John Fox
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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)
Kopin (KOPN)
Paradigm Mastermind Group
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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UIPath (PATH)
Pernod Ricard (RI/PA PRNDY PDRDF)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Stocks
Berkshire Hathaway (BRK/B)
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Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Triple Flag Precious Metals (TFPM/TO)
Stellantis (STLA)
Friday File
From
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Friday File: Sweet Times
March 08, 2024
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Travelers (TRV)
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
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