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December 11th, 2017
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Latest News about Friday File
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Trade Note
Technology
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Friday File: Another Safe(r) Harbor?
June 30, 2022
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Big Picture / Asset Allocation
Chris Mayer
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Friday File: Hiding Places?
June 17, 2022
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Royal Gold (RGLD)
Innovative Industrial Properties (IIPR)
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Brown & Brown (BRO)
Technology
Arthur J/ Gallagher (AJG)
From
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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: Nibbling on the Way Down
May 13, 2022
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Sea Ltd (SE)
Alphabet (GOOGL GOOG)
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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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Markel (MKL)
Innovative Industrial Properties (IIPR)
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Friday File: Off to Omaha
April 29, 2022
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Sea Ltd (SE)
Oxford Nanopore (ONT/L ONTTF)
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Friday File Extra Note: Innovative Industrial Properties Short Attack
April 15, 2022
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Series I Savings Bonds
Deterra Royalties (DRR/AX)
Voyager Digital (VYGR/TO VYGVF)
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Friday File: Diversifying Away From Yourself
April 01, 2022
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Markel (MKL)
Ferrari (RACE)
Berkshire Hathaway (BRK/B)
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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PubMatic (PUBM)
Goosehead Insurance (GSHD)
Berkshire Hathaway (BRK/B)
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Technology
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Keysight (KEYS)
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Universal Music Group (UMG/AS UMGNF)
NewLake Capital Partners (NLCP)
Trade Note
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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DocuSign (DOCU)
Altius Minerals (ALS/TO ATUSF)
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Friday File: The Curtain Comes Down
March 04, 2022
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Thales (HO/PA THLLY THLEF)
Rheinmetall (RHM/DE RNMBF RNMBY)
Ukraine
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Friday File: A Couple Minor Updates
February 24, 2022
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Innovative Industrial Properties (IIPR)
Camping World (CWH)
Medical Properties Trust (MPW)
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Royalty Pharmaceuticals (RPRX)
Big Picture / Asset Allocation
Nvidia (NVDA)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Cathie Wood
Ark Innovation ETF (ARKK)
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Franco/Nevada (FNV)
Friday File
Winnebago (WGO)
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Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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Innovative Industrial Properties (IIPR)
Power REIT (PW)
AFC Gamma (AFCG)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Avalara (AVLR)
LendingClub (LC)
Alphabet (GOOGL GOOG)
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Friday File: Year In Review
December 23, 2021
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WESCO (WCC)
Alphabet (GOOGL GOOG)
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Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
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Markel (MKL)
Perimeter Solutions (PRM)
Innovative Industrial Properties (IIPR)
From
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
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DocuSign (DOCU)
Berkshire Hathaway (BRK/B)
AerSale (ASLE)
From
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Friday File: DocuSign Craters… What to Do?
December 03, 2021
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Stocks
SPARC
Brookfield Asset Management (BAM)
From
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