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December 11th, 2017
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Friday File: Earnings Hits and Misses
August 04, 2023
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Shopify (SHOP)
TransDigm (TDG)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Goosehead Insurance (GSHD)
Marc Lichtenfeld
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From
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Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Nvidia (NVDA)
C3/ai (AI)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Visa (V)
Berkshire Hathaway (BRK/B)
Friday File
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Nvidia (NVDA)
Rule Breakers
Daniel Loeb
From
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Friday File: Moving up in Quality
May 12, 2023
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Trade Note
Foreign Investments
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Friday File: Buying a Dinosaur
April 21, 2023
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Big Picture / Asset Allocation
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Big Picture / Asset Allocation
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Friday File: More High Yield Speculation
January 27, 2023
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Crown Castle (CCI)
Friday File
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Boston Omaha (BOC)
Clearfield (CLFD)
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Friday File: Nibbling on High Yields
December 23, 2022
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Brookfield Asset Management (BAM)
Innovative Industrial Properties Preferreds
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Friday File: What To Do With Brookfield?
December 16, 2022
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From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Trade Note
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Activision Blizzard (ATVI)
BYD (1211/HK BYDDF BYDDY)
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Friday File: Revenge on Private Equity?
August 12, 2022
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Avalara (AVLR)
American Tower (AMT)
Switch (SWCH)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Matt McCall
Energy
BHP Billiton (BHP)
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Friday File
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Friday File: Hiding Places?
June 17, 2022
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Altius Minerals (ALS/TO ATUSF)
Gold/Precious Metals & Mining
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From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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DocuSign (DOCU)
Toast (TOST)
Jeremy Grantham
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Amazon (AMZN)
Innovative Industrial Properties (IIPR)
Shopify (SHOP)
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Altius Minerals (ALS/TO ATUSF)
Magic Software (MGIC)
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From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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ABB (ABB)
Technology
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Universal Music Group (UMG/AS UMGNF)
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Aker Carbon Capture (ACC/OL AKCCF)
Cathie Wood
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Yellowstone Acquisition Corp/ (YSACU)
Boston Omaha (BOMN)
From
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Sea Ltd (SE)
Take Two Interactive (TTWO)
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