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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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MercadoLibre (MELI)
Toast (TOST)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
OpenAI
Texas Pacific Land (TPL)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Anthropic
Unity Software (U)
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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Kinsale Capital (KNSL)
Income Investing
Travelers (TRV)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Sandstorm Gold (SAND SSL/TO)
Burford Capital (BUR)
WPP Group (WPPGY)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Synopsys (SNPS)
Royal Gold (RGLD)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Nano Nuclear (NNE)
NuScale Power (SMR)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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IPO
teqnion
WESCO (WCC)
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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QXO (QXO)
Markel (MKL)
Friday File
From
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
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SPDR Gold Shares (GLD)
Friday File
Dakota Gold (DC)
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Trade Note
Intuitive Surgical (ISRG)
Par Technology (PAR)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Trade Note
Exor (EXO/AS EXXRF)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Bruce Flatt
Chubb (CB)
Sandstorm Gold (SAND SSL/TO)
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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Par Technology (PAR)
Friday File
BWX Technologies (BWXT)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Cloudflare (NET)
WIngstop (WING)
Dakota Gold (DC)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File
BWX Technologies (BWXT)
Nvidia (NVDA)
From
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Travelers (TRV)
W/R/ Berkley (WRB)
ETFs or Mutual Funds
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Nvidia (NVDA)
Technology
Stocks
From
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Warren Buffett
Berkshire Hathaway (BRK/B)
Boston Omaha (BOC)
From
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Friday File: Odds of Success?
November 22, 2024
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Trade Note
Royal Gold (RGLD)
Brown & Brown (BRO)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Markel (MKL)
Alphabet (GOOGL GOOG)
Hershey (HSY)
From
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Friday File: Tricks and Treats
November 01, 2024
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Huntington Ingalls Industries (HII)
Chubb (CB)
Brookfield Corp (BN)
From
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Friday File: Better and Cheaper?
October 25, 2024
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Evolution (EVO/ST EVVTY EVGGF)
Brown & Brown (BRO)
W/R/ Berkley (WRB)
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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Symbotic (SYM)
Osisko Development (ODV ODV/V)
Vistra (VST)
From
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Friday File: Double Buy in Gold?
September 27, 2024
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Brookfield Corp (BN)
Vox Royalty (VOXR)
iShares Gold Trust (IAU)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Fairfax Financial Holdings (FFH/TO FRFHF)
Arch Capital (ACGL)
Beazley (BEZ/L BZYLF)
From
Stock Gumshoe
Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Brookfield Corp (BN)
Brookfield Reinsurance (BNRE)
PepsiCo (PEP)
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Sky Quarry
Diageo (DEO)
Atkore (ATKR)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Seabridge Gold (SA SEA/TO)
Franco/Nevada (FNV)
Wheaton Precious Metals (WPM)
From
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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McDonald's (MCD)
Toast (TOST)
The Trade Desk (TTD)
From
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