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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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MercadoLibre (MELI)
Amazon (AMZN)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Pershing Square (PS)
Markel (MKL)
Microsoft (MSFT)
From
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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NuScale Power (SMR)
Venture Global (VG)
Alphabet (GOOGL GOOG)
From
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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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Diamondback Energy (FANG)
CSX Corp (CSX)
Kinsale Capital (KNSL)
From
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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PepsiCo (PEP)
Hershey (HSY)
WPP Group (WPPGY)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
Tags
Eni (E)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
BWX Technologies (BWXT)
From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Trade Note
NuScale Power (SMR)
From
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
Tags
Evolution (EVO/ST EVVTY EVGGF)
Amazon (AMZN)
Brown & Brown (BRO)
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Intuitive Surgical (ISRG)
QXO (QXO)
Chubb (CB)
From
Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
gold
Dakota Gold (DC)
Toast (TOST)
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Shopify (SHOP)
Par Technology (PAR)
Keysight (KEYS)
From
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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
Big Picture / Asset Allocation
Trade Note
From
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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
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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QXO (QXO)
Berkshire Hathaway (BRK/B)
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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Brookfield Corp (BN)
Dakota Gold (DC)
WIngstop (WING)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Brookfield Corp (BN)
Oklo (OKLO)
Nvidia (NVDA)
From
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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)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Technology
Friday File
Alphabet (GOOGL GOOG)
From
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Intuitive Surgical (ISRG)
Warren Buffett
Berkshire Hathaway (BRK/B)
From
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Friday File: Odds of Success?
November 22, 2024
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Chubb (CB)
Toast (TOST)
Roku (ROKU)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Kyndryl (KD)
Brookfield Asset Management (BAM)
Greenlight Capital Re (GLRE)
From
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Friday File: Tricks and Treats
November 01, 2024
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Amazon (AMZN)
Alphabet (GOOGL GOOG)
Trade Note
From
Stock Gumshoe
Friday File: Better and Cheaper?
October 25, 2024
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The Big Secret on Wall Street (This Week)
Kinsale Capital (KNSL)
International General Insurance Holdings (IGIC)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Trade Note
Amazon (AMZN)
Altius Renewable Royalties (ARR/TO ATRWF)
From
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Friday File: Double Buy in Gold?
September 27, 2024
Tags
Income Investing
Market Vectors Junior Gold Miners ETF (GDXJ)
Deterra Royalties (DRR/AX)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Vistra (VST)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Markel (MKL)
Vistra (VST)
Guest Articles
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Teqnion (TEQ/ST)
Chapters Group (CHG/DE)
Atkore (ATKR)
From
Stock Gumshoe
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)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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American Financial Group (AFG)
McDonald's (MCD)
Porter Stansberry
From
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