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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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Tencent (0700/HK TXTZF TCEHY)
Alphabet (GOOGL GOOG)
Nvidia (NVDA)
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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Friday File
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Royal Gold (RGLD)
Trade Note
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
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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Vistra (VST)
WIngstop (WING)
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Trade Note
Stocks
Alphabet (GOOGL GOOG)
From
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Berkshire Hathaway (BRK/B)
Friday File
Options or Futures
From
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Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
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Amazon (AMZN)
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Kinsale Capital (KNSL)
Friday File
Alphabet (GOOGL GOOG)
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Schrodinger (SDGR)
Unity Software (U)
Friday File
From
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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Brookfield Renewable Energy (BEP)
Westinghouse
NuScale Power (SMR)
From
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Friday File: Odds of Success?
November 22, 2024
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Chubb (CB)
Toast (TOST)
Alphabet (GOOGL GOOG)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Markel (MKL)
ValueAct Capital
Charter Communications (CHTR)
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Friday File: What Now?
November 08, 2024
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The Trade Desk (TTD)
Par Technology (PAR)
Berkshire Hathaway (BRK/B)
From
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Friday File: Tricks and Treats
November 01, 2024
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Technology
Amazon (AMZN)
Brown & Brown (BRO)
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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gold
BWX Technologies (BWXT)
Cameco (CCJ)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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PepsiCo (PEP)
Trade Note
Markel (MKL)
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Friday File: 13F’s & Catching up with some Big Holdings
August 16, 2024
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Acacia Research (ACTG)
Exor (EXO/AS EXXRF)
Boston Omaha (BOC)
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Alphabet (GOOGL GOOG)
Toast (TOST)
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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Woodside Petroleum (WPL/AX WOPEY)
Atkore (ATKR)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Goosehead Insurance (GSHD)
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Friday File: Social Inflation Winner?
June 14, 2024
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Argentina
Apple (AAPL)
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Friday File
Kinsale Capital (KNSL)
Alphabet (GOOGL GOOG)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Model N (MODN)
Friday File
Crown Castle (CCI)
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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HOOKIPA Pharma (HOOK)
SomaLogic (SLGC)
Thermo Fisher Scientific (TMO)
From
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Friday File: Sweet Times
March 08, 2024
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Big Picture / Asset Allocation
Trade Note
Markel (MKL)
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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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Nvidia (NVDA)
KLA/Tencor (KLAC)
ABB (ABB/ST ABBNY)
From
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Friday File
Chubb (CB)
Alphabet (GOOGL GOOG)
From
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Friday File: Best of 2023
December 22, 2023
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Boston Omaha (BOC)
Shopify (SHOP)
Keysight (KEYS)
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Alphabet (GOOGL GOOG)
Toast (TOST)
Kinsale Capital (KNSL)
From
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