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December 11th, 2017
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Latest News about Toast (TOST)
Recent news which mentions Toast (TOST)
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Friday File
Big Picture / Asset Allocation
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Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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Westinghouse
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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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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Sandstorm Gold (SAND SSL/TO)
Tyler Technologies (TYL)
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Asset Management (BAM)
Toast (TOST)
Domino's Pizza (DPZ)
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Friday File: Odds of Success?
November 22, 2024
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Nvidia (NVDA)
Big Picture / Asset Allocation
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Friday File: What Now?
November 08, 2024
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Intel (INTC)
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Sandstorm Gold (SAND SSL/TO)
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
OKLO
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Porter Stansberry
Westinghouse
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Alphabet (GOOGL GOOG)
McDonald's (MCD)
BWX Technologies (BWXT)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Bill Ackman
Dino Polska (DNP/W DNOPY)
Cloudflare (NET)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Sky Harbour (SKYH)
ALPS Alerian MLP (AMLP)
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
May 10, 2024
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Brookfield Corp (BN)
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Intuitive Surgical (ISRG)
Equitrans (ETRN)
ALPS Alerian MLP (AMLP)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Keysight (KEYS)
Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
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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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Atkore (ATKR)
WESCO (WCC)
ARM Holdings (ARM)
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Friday File: Best of 2023
December 22, 2023
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Symbotic (SYM)
Shopify (SHOP)
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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AON (AON)
Sky Harbour (SKYH)
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Brookfield Corp (BN)
Nvidia (NVDA)
Tiptree (TIPT)
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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UBER
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Roku (ROKU)
Pershing Square Holdings (PSH/AS PSHZF)
Domino's Pizza (DPZ)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Morgan Housel
WESCO (WCC)
Markel (MKL)
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Friday File: Moving up in Quality
May 12, 2023
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Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Brookfield Asset Management (BAM)
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
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Friday File
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Friday File: Hits and Misses on the Earnings Front
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Amerco (UHAL)
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Friday File: Revenge on Private Equity?
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