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December 11th, 2017
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Latest News about Teqnion (TEQ/ST)
Recent news which mentions Teqnion (TEQ/ST)
Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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BWX Technologies (BWXT)
CNH Industrial (CNHI)
Constellation Energy (CEG)
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
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Evolution (EVO/ST EVVTY EVGGF)
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Trade Note
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Ferrari (RACE)
GXO Logistics (GXO)
Keysight (KEYS)
From
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Friday File: Better and Cheaper?
October 25, 2024
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The Big Secret on Wall Street (This Week)
Evolution (EVO/ST EVVTY EVGGF)
Trade Note
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
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Nvidia (NVDA)
Chapters Group (CHG/DE)
Apple (AAPL)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Atkore (ATKR)
Pernod Ricard (RI/PA PRNDY PDRDF)
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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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Friday File
The Trade Desk (TTD)
Brown & Brown (BRO)
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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BioArctic (BIOA/B/ST BRCTF)
Meta Platforms (META)
Alphabet (GOOGL GOOG)
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
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Ready Capital (RC)
AG Mortgage Investment Trust (MITT)
MFA Financial (MFA)
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Trade Note
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Par Technology (PAR)
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Sequoia
Kinsale Capital (KNSL)
Teqnion (TEQ/ST)
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Friday File: Best of 2023
December 22, 2023
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WESCO (WCC)
W/R/ Berkley (WRB)
DigitalBridge Preferreds
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Alphabet (GOOGL GOOG)
Pershing Square Holdings (PSH/AS PSHZF)
Software Circle (SFT/L)
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Amazon (AMZN)
Goosehead Insurance (GSHD)
Brown & Brown (BRO)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Brookfield Corp (BN)
W/R/ Berkley (WRB)
Trade Note
From
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Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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American Tower (AMT)
Teqnion (TEQ/ST)
EQT (EQT)
From
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Friday File: Lock Box Check-in
September 01, 2023
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Dream Finders Homes (DFH)
Nvidia (NVDA)
Goosehead Insurance (GSHD)
From
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Friday File: Earnings Hits and Misses
August 04, 2023
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WESCO (WCC)
Trade Note
Shopify (SHOP)
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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WESCO (WCC)
Alphabet (GOOGL GOOG)
Chubb (CB)
From
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Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
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Intuitive Surgical (ISRG)
W/R/ Berkley (WRB)
American Tower (AMT)
From
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Roku (ROKU)
Topicus (TOI/V TOITF)
WESCO (WCC)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Constellation Software (CSU/TO CNSWF)
Coca Cola (KO)
Teqnion (TEQ/ST)
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Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
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marijuana
Lagercrantz (LAGR/B/ST)
Innovative Industrial Properties (IIPR)
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Dividend Hunter
Friday File
Crown Castle (CCI)
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Alphabet (GOOGL GOOG)
Howard Hughes Corp (HHC)
Permian Basin Royalty Trust (PBT)
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Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Stocks
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Qurate (QRTEA QRTEB)
From
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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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Berkshire Hathaway (BRK/B)
Black Stone Minerals (BSM)
Southern Copper (SCCO)
From
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Louisiana Pacific (LPX)
The Trade Desk (TTD)
Air Liquide (AIQUY AIQUF))
From
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Friday File: Hard to buy… but worth it? A New Addition to the Lock Box Portfolio
January 20, 2023
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Berkshire Hathaway (BRK/B)
Penny Stocks
$100K Lock Box
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