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Latest News about Nvidia (NVDA)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Technology
Trade Note
Big Picture / Asset Allocation
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Friday File: Insurance Slowdown, Gas Speculation and more…
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Friday File: Looking back at NVIDIA
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
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Stellantis (STLA)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Vox Royalty (VOXR)
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Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
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Topicus (TOI/V TOITF)
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March 21, 2025
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Iveco (IVG/MI IVCGF)
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
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GOLD
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ETFs or Mutual Funds
Primecap Odyssey Growth (POGRX)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
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Friday File
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Friday File: DeepWeak, Insurance, and Gambling
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Nvidia (NVDA)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Brookfield Corp (BN)
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Friday File: What Now?
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Vistra (VST)
Constellation Energy (CEG)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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GOLD
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Katusa Resource Opportunities
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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)
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
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Atkore (ATKR)
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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
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OKLO
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Vistra (VST)
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Ashtead Group (ASHTY ASHTF)
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Trade Note
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
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nuclear power
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From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Boston Omaha (BOC)
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Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Amazon (AMZN)
Pernod Ricard (RI/PA PRNDY PDRDF)
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
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GOLD
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Friday File: Sweet Times
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