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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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UnitedHealth Group (UNH)
OpenAI
Markel (MKL)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Trade Note
Toast (TOST)
Brookfield Corp (BN)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Amazon (AMZN)
Permian Basin Royalty Trust (PBT)
Brown & Brown (BRO)
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Big Picture / Asset Allocation
GameStop (GME)
Kinsale Capital (KNSL)
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Friday File: Who’s Buying What?
November 15, 2024
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Ulta Beauty (ULTA)
Hilton (HLT)
Apple (AAPL)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Sandstorm Gold (SAND SSL/TO)
Celsius Holdings (CELH)
Royal Gold (RGLD)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Diageo (DEO)
Apple (AAPL)
Mitchell Rales
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
Big Picture / Asset Allocation
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Markel (MKL)
Pershing Square
Tencent (0700/HK TXTZF TCEHY)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Markel (MKL)
Dino Polska (DNP/W DNOPY)
Advanced Micro Devices (AMD)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Alphabet (GOOGL GOOG)
American Tower (AMT)
Markel (MKL)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Trade Note
Technology
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Cloudflare (NET)
Dream Finders Homes (DFH)
Friday File
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Big Picture / Asset Allocation
Amerco (UHAL)
Royalty Pharmaceuticals (RPRX)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Liberty Sirius (LSXMA)
Public Storage (PSA)
Moody's (MCO)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Toast
Technology
Wal/Mart (WMT)
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Friday File: Nibbling on the Way Down
May 13, 2022
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AFC Gamma (AFCG)
Perimeter Solutions (PRM)
Power REIT (PW)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Cloudflare (NET)
CGM Focus Fund (CGMFX)
Friday File
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Trade Note
Technology
Amazon (AMZN)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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NewLake Capital Partners (NLCP)
Kinsale Capital (KNSL)
Jetblue (JBLU)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Intel (INTC)
GAN ltd (GAN)
Advanced Micro Devices (AMD)
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