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Latest News about Alphabet (GOOGL GOOG)
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Friday File: Looking back at NVIDIA
August 22, 2025
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Oklo (OKLO)
Tencent (0700/HK TXTZF TCEHY)
Cisco (CSCO)
From
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Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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WisdomTree Japan SmallCap Dividend Fund (DFJ)
W/R/ Berkley (WRB)
Stellantis (STLA)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Sandstorm Gold (SAND SSL/TO)
SPACs
Royal Gold (RGLD)
From
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Universal Music Group (UMG/AS UMGNF)
Amazon (AMZN)
Vox Royalty (VOXR)
From
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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DigitalBridge (DBRG)
NuScale Power (SMR)
Vox Royalty (VOXR)
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Alphabet (GOOGL GOOG)
Par Technology (PAR)
Shopify (SHOP)
From
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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ProShares Short S&P 500 ETF (SH)
ETFs or Mutual Funds
Iveco (IVG/MI IVCGF)
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Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
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Uber
Markel (MKL)
Huntington Ingalls Industries (HII)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Intel (INTC)
Chapters Group (CHG/DE)
Chubb (CB)
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Schrodinger (SDGR)
Brookfield Asset Management (BAM)
Brookfield Corp (BN)
From
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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NuScale Power (SMR)
Chuck Akre
Friday File
From
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Friday File: Odds of Success?
November 22, 2024
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Penguin Solutions (PENG) (was SMART Global)
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Trade Note
From
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Friday File: Who’s Buying What?
November 15, 2024
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Dollar General (DG)
Markel (MKL)
From
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Friday File: What Now?
November 08, 2024
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Royal Gold (RGLD)
Intel (INTC)
Berkshire Hathaway (BRK/B)
From
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Friday File: Tricks and Treats
November 01, 2024
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Brookfield Corp (BN)
Huntington Ingalls Industries (HII)
Hedging
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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Amazon (AMZN)
Vistra (VST)
Orogen (OGN/V OGNRF)
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Brookfield Asset Management Reinsurance (BAMR)
Markel (MKL)
Guest Articles
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: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Atkore (ATKR)
Monster Beverage (MNST)
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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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Acacia Research (ACTG)
ALPS Alerian MLP (AMLP)
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From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Nvidia (NVDA)
Pershing Square USA (PSUS)
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From
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Friday File: Social Inflation Winner?
June 14, 2024
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Friday File
Agilysys (AGYS)
Par Technology (PAR)
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Alphabet (GOOGL GOOG)
Evolution (EVO/ST EVVTY EVGGF)
Series I Savings Bonds
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
Power REIT (PW)
Income Investing
From
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Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
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Seres Therapeutics (MCRB)
Cara Therapeutics (CARA)
Sihuan Phamaceutical (SHPHF)
From
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Friday File: Sweet Times
March 08, 2024
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Diageo (DEO)
Big Picture / Asset Allocation
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From
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The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
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Digital Realty Trust (DLR)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Lam Research (LRCX)
From
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Corning (GLW)
Technology
Huntington Ingalls Industries (HII)
From
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Friday File: Best of 2023
December 22, 2023
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Symbotic (SYM)
Par Technology (PAR)
Commodities / Natural Resources
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Marsh & McLennan (MMC)
Insurance
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From
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