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December 11th, 2017
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Latest News about Markel (MKL)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Yiren Digital (YRD)
Stocks
Pershing Square USA (PSUS)
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Microsoft (MSFT)
Markel (MKL)
Friday File
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Altius Minerals (ALS/TO ATUSF)
Remy Cointreau (RCO/PA REMYY REMYF)
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Friday File: Best of 2023
December 22, 2023
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Markel (MKL)
Atkore (ATKR)
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Friday File: Insurance and Tech Earnings
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Hedging
Friday File
Markel (MKL)
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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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Friday File: Lock Box Check-in
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Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
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$100K Lock Box
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Friday File: Another Bet on Electrical Infrastructure
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Friday File
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Friday File: Big Tech Reports… Any Change to Our Thinking?
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Big Picture / Asset Allocation
The Trade Desk (TTD)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Harry Dent
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Friday File: Is this the Tom Hanks moment for inflation or recession?
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
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Friday File pt. 2: Mistakes Were Made
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Friday File: Warm Blankets and Rollercoasters
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