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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Stocks
Toast (TOST)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Nvidia (NVDA)
Howard Hughes Holdings (HHH)
Meta Platforms (META)
From
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Amazon (AMZN)
Texas Pacific Land (TPL)
Energy
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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Vistra (VST)
Friday File
Big Picture / Asset Allocation
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Stocks
Burford Capital (BUR)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Kochav Defense Acquisition Corp (KCHVU)
Royal Gold (RGLD)
YPF (YPF)
From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Trade Note
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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IPO
silver
Domino's Pizza (DPZ)
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Chubb (CB)
QXO (QXO)
Intuitive Surgical (ISRG)
From
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
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Pershing Square Holdings (PSH/AS PSHZF)
Royal Gold (RGLD)
Dine Brands (DIN)
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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Exor (EXO/AS EXXRF)
Diageo (DEO)
Keysight (KEYS)
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Brookfield Asset Management (BAM)
Greenlight Capital Re (GLRE)
Brookfield Corp (BN)
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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WIngstop (WING)
United Rentals (URI)
Par Technology (PAR)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Cloudflare (NET)
Brookfield Asset Management (BAM)
Brookfield Corp (BN)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Westinghouse
Evolution (EVO/ST EVVTY EVGGF)
Texas Pacific Land Trust (TPL)
From
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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W/R/ Berkley (WRB)
Trade Note
Vistra (VST)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Kinsale Capital (KNSL)
Stocks
Chubb (CB)
From
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Wide Moat Research
Berkshire Hathaway (BRK/B)
Warren Buffett
From
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Friday File: Odds of Success?
November 22, 2024
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Toast (TOST)
Chubb (CB)
Dream Finders Homes (DFH)
From
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Friday File: Who’s Buying What?
November 15, 2024
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CONSOL Energy (CEIX)
Apple (AAPL)
Dino Polska (DNP/W DNOPY)
From
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Friday File: Tricks and Treats
November 01, 2024
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Oxford Nanopore (ONT/L ONTTF)
Brookfield Corp (BN)
Hedging
From
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Friday File: Better and Cheaper?
October 25, 2024
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Porter Stansberry
Shopify (SHOP)
Teqnion (TEQ/ST)
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
From
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Friday File: Double Buy in Gold?
September 27, 2024
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Franco/Nevada (FNV)
Sandstorm Gold (SAND SSL/TO)
Trade Note
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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International General Insurance Holdings (IGIC)
Chubb (CB)
Kinsale Capital (KNSL)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Domino's Pizza (DPZ)
Brookfield Reinsurance (BNRE)
Celsius Holdings (CELH)
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Standard Bio Tools (LAB)
Friday File
Trade Note
From
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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)
gold
From
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Monster Beverage (MNST)
Burford Capital (BUR)
BWX Technologies (BWXT)
From
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