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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
OpenAI
UnitedHealth Group (UNH)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Pershing Square Holdings (PSH/L PSHZF)
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
CONSOL Energy (CEIX)
Penn National (PENN)
Seth Klarman
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Kerrisdale Capital
Digital Realty Trust (DLR)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Trinity Industries (TRN)
Baupost Group
Encompass Health (EHC)
From
Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
Tags
Berkshire Hathaway (BRK/B)
Goosehead Insurance (GSHD)
PubMatic (PUBM)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Big Picture / Asset Allocation
Pershing Square Holdings (PSH/AS PSHZF)
Friday File
From
Stock Gumshoe
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