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December 11th, 2017
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Latest News about Markel (MKL)
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
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Versamet Royalties (VMET)
Pershing Square Holdings (PSH/L PSHZF)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Stocks
Pershing Square USA (PSUS)
Nvidia (NVDA)
From
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Markel (MKL)
Howard Hughes Holdings (HHH)
Spring Valley Acquisition II (SVII)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Brown & Brown (BRO)
Hershey (HSY)
Domino's Pizza (DPZ)
From
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Viper Energy Partners (VNOM)
Markel (MKL)
Constellation Energy (CEG)
From
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Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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TCW Compounders ETF (GRW)
Rainwater Equity (RW)
Röko
From
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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American Financial Group (AFG)
Friday File
Big Picture / Asset Allocation
From
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Acacia Research (ACTG)
Bill Ackman
RLI (RLI)
From
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Thank You, Mr. Buffett
May 05, 2025
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Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Markel (MKL)
From
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Berkshire Hathaway (BRK/B)
Amazon (AMZN)
Teqnion (TEQ/ST)
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Altius Minerals (ALS/TO ATUSF)
Kinsale Capital (KNSL)
Markel (MKL)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Markel (MKL)
Diageo (DEO)
Remy Cointreau (RCO/PA REMYY REMYF)
From
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Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Vox Royalty (VOXR)
ProShares UltraPro QQQ (TQQQ)
Markel (MKL)
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Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
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Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
Atkore (ATKR)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Intel (INTC)
Howard Marks
Friday File
From
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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Cameco (CCJ)
Alphabet (GOOGL GOOG)
Hershey (HSY)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Cloudflare (NET)
Universal Music Group (UMG/AS UMGNF)
Bill Ackman
From
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Friday File: Tricks and Treats
November 01, 2024
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Friday File
Cloudbreak Discovery (CDL/L)
Oxford Nanopore (ONT/L ONTTF)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Robert Quartermain
AngloGold Ashanti Ltd/ (AU)
Terrapower
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Chubb (CB)
HCI Group (HCI)
Hiscox (HSX/L HCXLY)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Alphabet (GOOGL GOOG)
Domino's Pizza (DPZ)
Trade Note
From
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Guest Articles
Sandstorm Gold (SAND SSL/TO)
Universal Display (OLED)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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POET Technologies (POET PTK/V)
Woodside Petroleum (WPL/AX WOPEY)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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The Trade Desk (TTD)
Kinsale Capital (KNSL)
Berkshire Hathaway (BRK/B)
From
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
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Eli Lilly (LLY)
Exor (EXO/AS EXXRF)
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: Social Inflation Winner?
June 14, 2024
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Friday File
Microsoft (MSFT)
Apple (AAPL)
From
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Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
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Friday File
Markel (MKL)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Trade Note
Roku (ROKU)
Danaher (DHR)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Berkshire Hathaway (BRK/B)
Diageo (DEO)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Tom Poppe
Goosehead Insurance (GSHD)
Kinsale Capital (KNSL)
From
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