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December 11th, 2017
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Latest News about Shopify (SHOP)
Recent news which mentions Shopify (SHOP)
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Wheaton Precious Metals (WPM)
BWX Technologies (BWXT)
Diamondback Energy (FANG)
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Nvidia (NVDA)
Kinsale Capital (KNSL)
American Financial Group (AFG)
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Trade Note
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Kinsale Capital (KNSL)
Shopify (SHOP)
Roku (ROKU)
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
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Kinsale Capital (KNSL)
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Friday File: Who’s Buying What?
November 15, 2024
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American Financial Group (AFG)
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ValueAct Capital
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Friday File: Better and Cheaper?
October 25, 2024
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Kinsale Capital (KNSL)
Porter Stansberry
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Berkshire Hathaway (BRK/B)
Power Law Investing Podcast
McDonald's (MCD)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Friday File
Triple Flag Precious Metals (TFPM/TO)
Sandstorm Gold (SAND SSL/TO)
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
May 10, 2024
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Brookfield Corp (BN)
Atkore (ATKR)
Par Technology (PAR)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Black Stone Minerals (BSM)
Berkshire Hathaway (BRK/B)
EQT (EQT)
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The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
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Thinkific Labs (THNC/TO THNCF))
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Exscientia (EXAI)
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Friday File: Best of 2023
December 22, 2023
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Friday File
Diageo (DEO)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
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Friday File
Broadridge Financial Solutions (BR)
Trade Note
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
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Symbotic (SYM)
Digital Realty Trust (DLR)
Appian (APPN)
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Friday File: Earnings Hits and Misses
August 04, 2023
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Symbotic (SYM)
Perimeter Solutions (PRM)
Teqnion (TEQ/ST)
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Friday File — WESCO, Icahn and more…
May 05, 2023
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GOLD
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Nvidia (NVDA)
Qurate Preferreds (QRTEP)
Shopify (SHOP)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Air Products & Chemicals (APD)
Tellurian (TELL)
Model N (MODN)
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Friday File: More High Yield Speculation
January 27, 2023
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Amazon (AMZN)
Brown & Brown (BRO)
Qurate Preferreds (QRTEP)
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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NVR (NVR)
Brown & Brown (BRO)
Dream Finders Homes (DFH)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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The Trade Desk (TTD)
Ferrari (RACE)
Twist Bioscience (TWST)
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Magnite (MGNI)
Netflix (NFLX)
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Toast (TOST)
Medical Properties Trust (MPW)
DocuSign (DOCU)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Amazon (AMZN)
Brown & Brown (BRO)
Goosehead Insurance (GSHD)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
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AEVA
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Hilton (HLT)
The Trade Desk (TTD)
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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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Topicus (TOI/V TOITF)
Markel (MKL)
Berkshire Hathaway (BRK/B)
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Friday File: Off to Omaha
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Intuitive Surgical (ISRG)
Illumina (ILMN)
Shopify (SHOP)
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Friday File
Coinbase (COIN)
Deterra Royalties (DRR/AX)
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Teaser Tracking Update — 2022 Spreadsheet Now Live
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Nvidia (NVDA)
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Friday File: The Curtain Comes Down
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Leonardo (LDO/MI FINMF FINMY)
Airbus (EADSY EADSF)
Par Technology (PAR)
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