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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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Big Picture / Asset Allocation
Sky Harbour (SKYH)
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Shopify (SHOP)
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Friday File: Odds of Success?
November 22, 2024
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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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
May 03, 2024
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Mitchell Rales
Nvidia (NVDA)
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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Toast (TOST)
Atkore (ATKR)
BioArctic (BIOA/B/ST BRCTF)
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Friday File — Creeping into Earnings Season
January 12, 2024
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GOLD
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Friday File
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Friday File: Best of 2023
December 22, 2023
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Keysight (KEYS)
Domino's Pizza (DPZ)
Altius Minerals (ALS/TO ATUSF)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Qurate Preferreds (QRTEP)
Apple (AAPL)
Dino Polska (DNP/W DNOPY)
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Friday File: Who Deserves Patience?
September 08, 2023
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Royal Philips (PHG)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
Rio Tinto (RIO)
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Friday File: Earnings Reports Support Growth Stories… so far
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RPC Inc (RES)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
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Friday File: Expensive Stocks, How Worried Should We Be?
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The Trade Desk (TTD)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Sociedad Quimica y Minera de Chile (SQM)
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Brookfield Corp (BN)
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Friday File: Hits and Misses on the Earnings Front
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Apple (AAPL)
Coca Cola (KO)
Linde (LIN)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Meta Platforms (META)
Roku (ROKU)
The Trade Desk (TTD)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Friday File: What To Do With Brookfield?
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Friday File: What Have I Been MOST Wrong About?
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Friday File
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Friday File: Prophets of Doom
October 21, 2022
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Amerco (UHAL)
Inflation
Nassim Nicholas Taleb
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Friday File
Exor (EXO/MI EXXRF)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Anglo American (AAL/L NGLOY)
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Intuitive Surgical (ISRG)
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Friday File: Hiding Places?
June 17, 2022
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
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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: Warm Blankets and Rollercoasters
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