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December 11th, 2017
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
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Pershing Square Holdings (PSH/L PSHZF)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Friday File: Looking back at NVIDIA
August 22, 2025
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Microsoft Backs EU Laws Despite Trump's Disapproval In Big Tech Dispute, Expands European Data Centers
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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Friday File: Social Inflation Winner?
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Friday File: Cutting Down the Tower, Speculating on Gold
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The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
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Markel (MKL)
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'Groking Will Become Like Googling' – Elon Musk's High Ambitions For xAI's First AI Product Involves Making It A Verb
November 05, 2023
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Friday File: Insurance and Tech Earnings
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
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Friday File: WTF, NVIDIA?
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Friday File: Insurance Co. Highs and Lows
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Friday File: Hits and Misses on the Earnings Front
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Friday File: A Couple Buys on Reentry
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
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Friday File: Finding Solace in Asset Allocation
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Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
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Microsoft Focuses Aggressively On Cloud Ahead Of Fiscal Q4 Earnings Report
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