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Friday File: Looking back at NVIDIA
August 22, 2025
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Oklo (OKLO)
Tencent (0700/HK TXTZF TCEHY)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
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UBER
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Lennar (LEN)
CSX Corp (CSX)
Topicus (TOI/V TOITF)
From
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Trump Says Apple's $500 Billion Investment Is Due To His Policies: 'Without Which, They Wouldn't Be Investing Ten Cents'
February 24, 2025
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AAPL
NEWS
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AMKR
TECH
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From
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Friday File: Who’s Buying What?
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Ulta Beauty (ULTA)
Hilton (HLT)
Liberty Global (LBTYK LBTYA)
From
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Friday File: What Now?
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Bank of America (BAC)
Alphabet (GOOGL GOOG)
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From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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GOLD
OKLO
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Marina Katusa
BWX Technologies (BWXT)
Alphabet (GOOGL GOOG)
From
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Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
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Burford Capital (BUR)
Berkshire Hathaway (BRK/B)
Alphabet (GOOGL GOOG)
From
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Friday File: Social Inflation Winner?
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Markel (MKL)
Tom Gardner
YPF (YPF)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
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GOLD
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nuclear power
BWX Technologies (BWXT)
D/ R/ Horton (DHI)
From
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
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Technology
Toast (TOST)
Brookfield Corp (BN)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Veralto (VLT)
Pernod Ricard (RI/PA PRNDY PDRDF)
Advanced Micro Devices (AMD)
From
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Friday File
Pershing Square Holdings (PSH/AS PSHZF)
Amazon (AMZN)
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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BioArctic (BIOA/B/ST BRCTF)
Willis Towers Watson (WLTW)
Boston Omaha (BOC)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Dino Polska (DNP/W DNOPY)
Advanced Micro Devices (AMD)
Markel (MKL)
From
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Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Apple (AAPL)
Friday File
From
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Friday File: NVIDIA Amazes Again
August 25, 2023
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Friday File
Nvidia (NVDA)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
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UBER
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GrubHub (GRUB)
Nasdaq ETF (QQQ)
Berkshire Hathaway (BRK/B)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Dino Polska (DNP/W DNOPY)
Visa (V)
Mastercard (MA)
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Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Apple (AAPL)
Warren Buffett
Big Picture / Asset Allocation
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Occidental Petroleum (OXY)
Röko
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Friday File
Roku (ROKU)
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Income Investing
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Friday File: Prophets of Doom
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AFC Gamma (AFCG)
Perimeter Solutions (PRM)
American Tower (AMT)
From
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Stellantis (STLA)
Zymergen (ZY)
Ginkgo BIoworks (DNA)
From
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Harry Dent
July 26, 2022
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ASIA
BDCS
CEL
DRIP
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Consolidated/Tomoka Land (CTO)
Universal Health Services (UHS)
Cosan (CZZ)
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Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Bank of America (BAC)
Paramount (PARA)
Verisign (VRSN)
From
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Motley Fool tease of a stock that will soar with the release of Apple’s 5G iPhone
March 07, 2022
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Apple (AAPL)
II/VI (IIVI)
Guest Articles
From
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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American Tower (AMT)
Hipgnosis Songs Fund (SONG/L HPGSF)
3M (MMM)
From
Stock Gumshoe
Friday File: Earningspalooza Gets Underway (plus a teaser preview)
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