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Latest News about Keysight (KEYS)
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Friday File: Looking back at NVIDIA
August 22, 2025
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Technology
Cisco (CSCO)
Tencent (0700/HK TXTZF TCEHY)
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Intuitive Surgical (ISRG)
Par Technology (PAR)
Friday File
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Diageo (DEO)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Brookfield Asset Management (BAM)
Pershing Square Holdings (PSH/AS PSHZF)
Bruce Flatt
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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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RXO (RXO)
Vistra (VST)
United Rentals (URI)
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Friday File: Odds of Success?
November 22, 2024
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Atkore (ATKR)
Roku (ROKU)
Keysight (KEYS)
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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
Nvidia (NVDA)
Osisko Mining (OSK/TO OBNNF)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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John Deere (DE)
Trade Note
Pershing Square USA (PSUS)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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cryptocurrencies
Keysight (KEYS)
Stansberry's Investment Advisory
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Friday File
Nvidia (NVDA)
Chubb (CB)
From
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Friday File: Best of 2023
December 22, 2023
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Huntington Ingalls Industries (HII)
Unity Software (U)
W/R/ Berkley (WRB)
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Cisco (CSCO)
Trade Note
Charlie Munger
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Boston Omaha (BOC)
Altius Minerals (ALS/TO ATUSF)
Huntington Ingalls Industries (HII)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Trade Note
Traeger (COOK)
Morgan Housel
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Innovative Industrial Properties (IIPR)
Emerson Electric (EMR)
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Friday File: Royalties Worth a Buy?
March 09, 2023
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WESCO (WCC)
Vertex (VRTX)
Royalty Pharmaceuticals (RPRX)
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Friday File: Earnings Updates and Resets
February 24, 2023
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Fluence
T Bills
Keysight (KEYS)
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Agriculture
Curaleaf Holdings (CURA/CX CURLF)
WESCO (WCC)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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NVR (NVR)
Brookfield Asset Management (BAM)
Boston Omaha (BOC)
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Friday File: Foray into Energy Storage
August 19, 2022
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Technology
Stocks
Keysight (KEYS)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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NVR (NVR)
WESCO (WCC)
Universal Display (OLED)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Constellation Software (CSU/TO CNSWF)
Shopify (SHOP)
Keysight (KEYS)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Amazon (AMZN)
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Cloudflare (NET)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Cloudflare (NET)
Switch (SWCH)
Innovative Industrial Properties (IIPR)
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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inTEST (INTT)
Trade Note
$100K Lock Box
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Friday File: The Curtain Comes Down
March 04, 2022
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Friday File
Advanced Micro Devices (AMD)
Brown & Brown (BRO)
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Fastly (FSLY)
Sea Ltd (SE)
WESCO (WCC)
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Friday File: Quarterly Miscellany, including GAN, PSTH, NVDA, SE, KEYS and BOMN
August 20, 2021
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Shopify (SHOP)
Cresco Labs (CL/CX CRLBF)
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