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December 11th, 2017
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
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UBER
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
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Toast (TOST)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Brookfield Corp (BN)
W/R/ Berkley (WRB)
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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WIngstop (WING)
Domino's Pizza (DPZ)
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Friday File: Who’s Buying What?
November 15, 2024
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Hilton (HLT)
Green Brick Partners (GBRK)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
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Friday File: Good Cloud Growth, Reassuring Underwriting
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Markel (MKL)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Bitcoin (BTC)
Textron (TXT)
Qurate (QRTEA QRTEB)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Symbotic (SYM)
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Friday File
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Dino Polska (DNP/W DNOPY)
Brookfield Infrastructure Partners (BIP)
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Friday File: Insurance Co. Highs and Lows
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Brown & Brown (BRO)
Meta Platforms (META)
Roku (ROKU)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
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Life Storage (LSI)
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Innovative Industrial Properties (IIPR)
Keysight (KEYS)
Cloudflare (NET)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Kennedy Wilson (KW)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Alphabet (GOOGL GOOG)
Moody's (MCO)
Third Avenue Value
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Friday File
Target (TGT)
Costco (COST)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Disney (DIS)
Brookfield Asset Management (BAM)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Friday File
3M (MMM)
KKR & Co/ (KKR)
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Friday File: Fintech for the Lock Box
January 07, 2022
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SOFI
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Upstart Holdings (UPST)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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GlobalFoundries
NewLake Capital Partners (NLCP)
WESCO (WCC)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Brown & Brown (BRO)
facebook (FB)
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