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Friday File: Who Deserves Patience?
September 08, 2023
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Friday File
Roku (ROKU)
CNH Industrial (CNHI)
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Stock Gumshoe
Friday File: Earnings Hits and Misses
August 04, 2023
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Trade Note
Markel (MKL)
TransDigm (TDG)
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Friday File: Moving up in Quality
May 12, 2023
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The Trade Desk (TTD)
Par Technology (PAR)
Friday File
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Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
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Activision Blizzard (ATVI)
Sprott Physical Uranium (UU/TO SRUUF)
Freehold Royalties (FRU/TO FRHLF)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Kennedy Wilson (KW)
Friday File
The Trade Desk (TTD)
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Friday File: Prophets of Doom
October 21, 2022
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Tesla Motors (TSLA)
iShares TIPS Bond ETF (TIPS)
Russell Napier
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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American Tower (AMT)
Series I Savings Bonds
Topicus (TOI/V TOITF)
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Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Big Picture / Asset Allocation
Nvidia (NVDA)
Par Technology (PAR)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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TransDigm (TDG)
Altius Minerals (ALS/TO ATUSF)
Alphabet (GOOGL GOOG)
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Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
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Camping World (CWH)
Unity Software (U)
The Trade Desk (TTD)
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Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Friday File
NewLake Capital Partners (NLCP)
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Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
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Universal Electronics (UIEC)
American Tower (AMT)
3M (MMM)
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Stock Gumshoe
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