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Latest News about Shopify (SHOP SH/TO)
Friday File: Mini Panics over Growth, a New Royalty Company, and a few Portfolio Updates
April 05, 2019
Friday File: Annual Review completed, Plus a New Special Situation
February 08, 2019
Friday File: Annual Review pt. 2, FANG and TOAST
January 18, 2019
Friday File: A Little More Arbitrage, Plus Berkshire, Shopify, Starbucks and other Updates
December 14, 2018
category Draper Oakwood Technology Acquisition (DOTA) , David Einhorn , Shopify (SHOP SH/TO) , and 7 more.
Friday File: Panic! … or maybe Don’t Panic!
October 12, 2018
Friday File: Stop Losses, Swooning Momentum Darlings, and Reader Q&A
October 08, 2018
category Teladoc (TDOC) , Big Picture / Asset Allocation , Fairfax India (FIH/U/TO FFXDF) , and 17 more.
category Stellar Acquisition III (STLR) , Blackberry (BBRY BB/TO) , Shopify (SHOP SH/TO) , and 13 more.
Friday File: Buys in Small Tech and Baby Berkshires
August 03, 2018
Friday File: Portfolio Hodgepodge — One New Speculation, an Add-on Buy, and Check-ins on Some Dividend Growth stocks and Altius
May 25, 2018
Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings
May 04, 2018
Friday File: Annual Review Continued, including two Buys
February 02, 2018
Friday File: Two Buys, Two Stop Loss Triggers, and earnings updates
November 03, 2017
Friday File: Gold, Shop and China
October 20, 2017
Friday File: Fairfaxes, Blackbirds, Nodaks and more
October 15, 2017
Friday File: Earnings updates from Tech-land, Brooding over Markel, and a note on Royalties
August 04, 2017
category National Retail Properties (NNN) , Berkshire Hathaway (BRK/B) , Income Investing , and 16 more.
Friday File: Earningspalooza Part Two
May 05, 2017
Friday File — Real Money Update, Watchlist, and more
April 14, 2017
Starting to Track 2017 Teaser Picks
March 28, 2017
Friday File: Portfolio Updates, Positioning and more
February 17, 2017
category Luna Gold (LGC/TO LGCUF) , Pretium Resources (PVG) , Altius Minerals (ALS/TO ATUSF) , and 22 more.
Profit taking in options
February 15, 2017
Annual Review — Technology
January 17, 2017