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December 11th, 2017
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Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Burford Capital (BUR)
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Friday File: Odds of Success?
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
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Friday File: Good Cloud Growth, Reassuring Underwriting
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
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Friday File — Creeping into Earnings Season
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Friday File: Best of 2023
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Qurate (QRTEA QRTEB)
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Friday File: Who Deserves Patience?
September 08, 2023
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Friday File: Earnings Reports Support Growth Stories… so far
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Friday File: Expensive Stocks, How Worried Should We Be?
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Friday File: Insurance Co. Highs and Lows
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Friday File: What’s up with this Bonkers Banking Week?
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Friday File: Hits and Misses on the Earnings Front
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Friday File: Advertising, Payments and Ammonia
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Friday File: Prophets of Doom
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
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Friday File: Hiding Places?
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