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December 11th, 2017
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Latest News about Friday File
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Jim Chanos
Howard Hughes Corp (HHC)
Energy
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Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Friday File
Chevron (CVX)
Berkshire Hathaway (BRK/B)
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Options or Futures
Energy
ALPS Alerian MLP (AMLP)
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Illumina (ILMN)
Roku (ROKU)
SVB Financial (SIVB)
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Vertex (VRTX)
Royalty Pharmaceuticals (RPRX)
WESCO (WCC)
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
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NATKY
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Kazatomprom (KAP/L
Teqnion (TEQ/ST)
BHP Billiton (BHP)
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Friday File: Earnings Updates and Resets
February 24, 2023
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Stocks
Keysight (KEYS)
Annaly (NLY)
From
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Pilot Flying J
Activision Blizzard (ATVI)
Paramount (PARA)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Brookfield Corp (BN)
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Big Picture / Asset Allocation
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Markel (MKL)
John Hussman
Porter Stansberry
From
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Friday File: More High Yield Speculation
January 27, 2023
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Shopify (SHOP)
Brown & Brown (BRO)
Johnson and Johnson (JNJ)
From
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Friday File Part Two: In Other News
January 20, 2023
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Icahn Enterprises (IEP)
Innovative Industrial Properties (IIPR)
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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BP (BP)
Rolls/Royce (RR/L RYCEY RYCEF)
ICL Group (ICL)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Meta Platforms (META)
Friday File
Technology & Opportunity
From
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Top Teasers of 2022
December 28, 2022
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Big Picture / Asset Allocation
SkyWater Technology (SKYT)
Atkore (ATKR)
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Friday File: Nibbling on High Yields
December 23, 2022
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DigitalBridge (DBRG)
Big Picture / Asset Allocation
Brookfield Corp (BN)
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Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Reinsurance (BNRE)
Friday File
Brookfield Asset Management (BAM)
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Friday File: Pot Landlords, e-Signatures and Dog Food
December 09, 2022
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NewLake Capital Partners (NLCP)
Stocks
Innovative Industrial Properties (IIPR)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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NewLake Capital Partners (NLCP)
Howard Hughes Corp (HHC)
Power REIT (PW)
From
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Viking Global
AutoNation (AN)
STORE Capital (STOR)
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Trade Note
NewLake Capital Partners (NLCP)
Inflation
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Alphabet (GOOGL GOOG)
Markel (MKL)
Income Investing
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Friday File
Goosehead Insurance (GSHD)
Technology
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Johnson Controls (JCI)
Exor (EXO/MI EXXRF)
Technology
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Friday File: Buying a “God”
October 07, 2022
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Friday File
Range Resources (RRC)
Berkshire Hathaway (BRK/B)
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Crown Castle (CCI)
Goosehead Insurance (GSHD)
Oxford Nanopore (ONT/L ONTTF)
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Friday File: Inflation Protection
September 16, 2022
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iShares TIPS Bond ETF (TIPS)
FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
Inflation
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Early Friday File: A New Model Candidate for the Lock Box
September 07, 2022
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Topicus (TOI/V TOITF)
Biotech/Medical
Veeva Systems (VEEV)
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Hipgnosis Songs Fund (SONG/L HPGSF)
Stellantis (STLA)
Microsoft (MSFT)
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Friday File: Revenge on Private Equity?
August 12, 2022
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Switch (SWCH)
PubMatic (PUBM)
American Tower (AMT)
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