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December 11th, 2017
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Latest News about WESCO (WCC)
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Big Picture / Asset Allocation
Microsoft (MSFT)
Vizsla Royalties (VROY/V VROYF)
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Hershey (HSY)
Teqnion (TEQ/ST)
Berkshire Hathaway (BRK/B)
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Friday File: Who’s Buying What?
November 15, 2024
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ValueAct Capital
Canadian Pacific (CP)
Ferrari (RACE)
From
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Brown & Brown (BRO)
Bill Ackman
Universal Display (OLED)
From
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
May 10, 2024
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Berkshire Hathaway (BRK/B)
Atkore (ATKR)
Standard Bio Tools (LAB)
From
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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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Nvidia (NVDA)
Roku (ROKU)
Trade Note
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Yiren Digital (YRD)
Pershing Square USA (PSUS)
Stocks
From
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Microsoft (MSFT)
Atkore (ATKR)
Corning (GLW)
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Friday File: Best of 2023
December 22, 2023
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Brookfield Corp (BN)
Par Technology (PAR)
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Occidental Petroleum (OXY)
Charlie Munger
Brookfield Asset Management (BAM)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Big Picture / Asset Allocation
Qurate (QRTEA QRTEB)
Kinsale Capital (KNSL)
From
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Friday File: Earnings Hits and Misses
August 04, 2023
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TransDigm (TDG)
Markel (MKL)
Symbotic (SYM)
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Alphabet (GOOGL GOOG)
WESCO (WCC)
Trade Note
From
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Brown & Brown (BRO)
Symbotic (SYM)
Nvidia (NVDA)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Sandstorm Gold (SAND SSL/TO)
Teqnion (TEQ/ST)
Coca Cola (KO)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Trade Note
Joe Wiesenthal
WESCO (WCC)
From
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Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
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gold
WESCO (WCC)
Big Picture / Asset Allocation
From
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Altius Minerals (ALS/TO ATUSF)
WESCO (WCC)
Friday File
From
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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The Trade Desk (TTD)
Louisiana Pacific (LPX)
EQT (EQT)
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Technology
North European Royalty Trust (NRT)
Marathon Oil (MRO)
From
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Roku (ROKU)
Innovative Industrial Properties (IIPR)
Perimeter Solutions (PRM)
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Friday File: Prophets of Doom
October 21, 2022
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Innovative Industrial Properties (IIPR)
Altius Renewable Royalties (ARR/TO ATRWF)
Camping World (CWH)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Kennedy Wilson (KW)
Big Picture / Asset Allocation
Friday File
From
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WCC: 25% down in a week.
June 20, 2022
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Guest Articles
WESCO (WCC)
From
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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WESCO (WCC)
Alphabet (GOOGL GOOG)
Construction Partners (ROAD)
From
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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)
Avalara (AVLR)
Brookfield Asset Management (BAM)
From
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Attractively priced Travis’ Real Money Portfolio stocks relative to his “buy below” targets
February 23, 2022
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Avalara (AVLR)
Alphabet (GOOGL GOOG)
WESCO (WCC)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
WESCO (WCC)
Trade Note
Roku (ROKU)
From
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Technology
Snap (SNAP)
Nvidia (NVDA)
From
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Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
WESCO (WCC)
Innovative Industrial Properties (IIPR)
Intuitive Surgical (ISRG)
From
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