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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Viper Energy (VNOM)
Friday File
International General Insurance Holdings (IGIC)
From
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Nvidia (NVDA)
Howard Hughes Holdings (HHH)
Microsoft (MSFT)
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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)))
Arch Capital (ACGL)
Nano Nuclear (NNE)
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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Constellation Energy (CEG)
Berkshire Hathaway (BRK/B)
Black Stone Minerals (BSM)
From
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Vox Royalty (VOXR)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Big Picture / Asset Allocation
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Alphabet (GOOGL GOOG)
SPACs
Royal Gold (RGLD)
From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Friday File
Trade Note
Brown & Brown (BRO)
From
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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WIngstop (WING)
Amazon (AMZN)
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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AngloGold Ashanti Ltd/ (AU)
Orogen (OGN/V OGNRF)
Big Picture / Asset Allocation
From
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
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gold
Sandstorm Gold (SAND SSL/TO)
Friday File
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Broadridge Financial Solutions (BR)
Trade Note
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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)
Keysight (KEYS)
Hershey (HSY)
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Acacia Research (ACTG)
The Trade Desk (TTD)
Ray Dalio
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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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Domino's Pizza (DPZ)
Brad Jacobs
XPO Logistics (XPO)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Celsius Holdings (CELH)
Brookfield Corp (BN)
Domino's Pizza (DPZ)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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W/R/ Berkley (WRB)
Brookfield Corp (BN)
Technology
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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NuScale Power (SMR)
Brookfield Corp (BN)
Travelers (TRV)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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BWX Technologies (BWXT)
D/Wave Quantum (QBTS)
Hedging
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Brookfield Corp (BN)
Warren Buffett
Medtronic (MDT)
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Friday File: Odds of Success?
November 22, 2024
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Dream Finders Homes (DFH)
The Trade Desk (TTD)
Keysight (KEYS)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Exor (EXO/AS EXXRF)
Willis Towers Watson (WLTW)
Berkshire Hathaway (BRK/B)
From
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Friday File: Tricks and Treats
November 01, 2024
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Alphabet (GOOGL GOOG)
Amazon (AMZN)
Oxford Nanopore (ONT/L ONTTF)
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Friday File: Better and Cheaper?
October 25, 2024
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Goosehead Insurance (GSHD)
Brown & Brown (BRO)
Trade Note
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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Westinghouse
Chapters Group (CHG/DE)
Orogen (OGN/V OGNRF)
From
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Friday File: Double Buy in Gold?
September 27, 2024
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Orogen (OGN/V OGNRF)
SPDR Gold Shares (GLD)
Vox Royalty (VOXR)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Constellation Energy (CEG)
Hiscox (HSX/L HCXLY)
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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Alphabet (GOOGL GOOG)
Trade Note
Domino's Pizza (DPZ)
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Teeka Tiwari
Trade Note
Teqnion (TEQ/ST)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
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Osisko Mining (OSK/TO OBNNF)
Seabridge Gold (SA SEA/TO)
Guest Articles
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Celsius Holdings (CELH)
Monster Beverage (MNST)
Berkshire Hathaway (BRK/B)
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