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December 11th, 2017
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Latest News about Chubb (CB)
Recent news which mentions Chubb (CB)
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
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Constellation Energy (CEG)
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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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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
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Friday File: How Much to Pay for Slowing Growth?
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Pershing Square Holdings (PSH/AS PSHZF)
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Bruce Flatt
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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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International General Insurance Holdings (IGIC)
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Friday File: DeepWeak, Insurance, and Gambling
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Brookfield Corp (BN)
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
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Vistra (VST)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Kinsale Capital (KNSL)
IonQ (IONQ)
Nvidia (NVDA)
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Friday File: So Long, 2024
December 20, 2024
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Brookfield Corp (BN)
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Friday File: Odds of Success?
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Friday File: Tricks and Treats
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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GOLD
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Toast (TOST)
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Altius Minerals (ALS/TO ATUSF)
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Friday File: AI in One of Our Favorite Sectors?
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Kinsale Capital (KNSL)
Vistra (VST)
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
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Markel (MKL)
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Friday File: Beating Buffett to his “Secret” Stock?
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Friday File
Chubb (CB)
Berkshire Hathaway (BRK/B)
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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W/R/ Berkley (WRB)
Brown & Brown (BRO)
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Friday File: Sweet Times
March 08, 2024
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Brookfield Asset Management (BAM)
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Friday File: PAR, LAB, Chapters and Qurate
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Chapters Group (CHG/DE)
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Friday File: Lock Box Check-in
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Friday File: Earnings Reports Support Growth Stories… so far
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