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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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TransMedics (TMDX)
Toast (TOST)
MercadoLibre (MELI)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Pershing Square Holdings (PSH/L PSHZF)
Nvidia (NVDA)
Viper Energy (VNOM)
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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NuScale Power (SMR)
QXO (QXO)
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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)
BWX Technologies (BWXT)
International General Insurance Holdings (IGIC)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Triple Flag Precious Metals (TFPM/TO)
Big Picture / Asset Allocation
WPP Group (WPPGY)
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Bit Digital (BTBT)
Synopsys (SNPS)
Friday File
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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BWX Technologies (BWXT)
Westinghouse
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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WESCO (WCC)
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Big Picture / Asset Allocation
Triple Flag Precious Metals (TFPM/TO)
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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GOLD
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Royal Gold (RGLD)
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Shopify (SHOP)
Alphabet (GOOGL GOOG)
Par Technology (PAR)
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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International General Insurance Holdings (IGIC)
Pernod Ricard (RI/PA PRNDY PDRDF)
Trade Note
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Vox Royalty (VOXR)
Trade Note
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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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GXO Logistics (GXO)
Goosehead Insurance (GSHD)
Toast (TOST)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Dakota Gold (DC)
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Celsius Holdings (CELH)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Texas Pacific Land Trust (TPL)
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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BWX Technologies (BWXT)
Travelers (TRV)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Boston Omaha (BOC)
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Friday File: Odds of Success?
November 22, 2024
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Friday File: Who’s Buying What?
November 15, 2024
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Friday File: Tricks and Treats
November 01, 2024
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Friday File: Better and Cheaper?
October 25, 2024
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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Kinsale Capital (KNSL)
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Friday File: Double Buy in Gold?
September 27, 2024
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Friday File
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Friday File
Kinsale Capital (KNSL)
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Friday File: Cold Quarter… and a Bunch of Little Buys
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Celsius Holdings (CELH)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Remy Cointreau (RCO/PA REMYY REMYF)
Chapters Group (CHG/DE)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
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GOLD
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Osisko Mining (OSK/TO OBNNF)
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Burford Capital (BUR)
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