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December 11th, 2017
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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UBER
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NuScale Power (SMR)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Cloudflare (NET)
Brookfield Asset Management (BAM)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Brookfield Corp (BN)
Texas Pacific Land Trust (TPL)
NuScale Power (SMR)
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Kinsale Capital (KNSL)
Friday File
Tiptree (TIPT)
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Friday File: Who’s Buying What?
November 15, 2024
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Exor (EXO/AS EXXRF)
Nu Holdings (NU)
Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Roku (ROKU)
Pershing Square USA (PSUS)
Royal Gold (RGLD)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Huntington Ingalls Industries (HII)
Veralto (VLT)
Leonardo (LDO/MI FINMF FINMY)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Big Picture / Asset Allocation
ALPS Alerian MLP (AMLP)
Toast (TOST)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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China
Tencent (0700/HK TXTZF TCEHY)
WESCO (WCC)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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WESCO (WCC)
Trade Note
Qurate Preferreds (QRTEP)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Microsoft (MSFT)
Brown & Brown (BRO)
Albemarle (ALB)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Life Storage (LSI)
Public Storage (PSA)
Microsoft (MSFT)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Howard Hughes Corp (HHC)
Power REIT (PW)
NVR (NVR)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Friday File
Keysight (KEYS)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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HP Inc/ (HPQ)
Friday File
Berkshire Hathaway (BRK/B)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Amazon (AMZN)
Cloudflare (NET)
Dream Finders Homes (DFH)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Cloudflare (NET)
Dream Finders Homes (DFH)
Brookfield Asset Management (BAM)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Cathie Wood
Avalara (AVLR)
Construction Partners (ROAD)
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Friday File: Fintech for the Lock Box
January 07, 2022
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SOFI
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Tencent (0700/HK TXTZF TCEHY)
SoFi
Trade Note
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Cloudflare (NET)
Sandstorm Gold (SAND SSL/TO)
WESCO (WCC)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Intel (INTC)
The Trade Desk (TTD)
GAN ltd (GAN)
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