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December 11th, 2017
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Latest News about Toast (TOST)
Recent news which mentions Toast (TOST)
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Viper Energy (VNOM)
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Friday File: Brookfield, Nuke Stories, Restaurants and more…
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May 16, 2025
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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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Friday File: Toasting Gold until it Hertz?
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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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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Friday File: Odds of Success?
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Friday File: What Now?
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Monster Beverage (MNST)
Burford Capital (BUR)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Shopify (SHOP)
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May 31, 2024
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Friday File
Acacia Research (ACTG)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
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Friday File: Best of 2023
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Friday File: Bargains and Busts as Earnings Season fades
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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Options or Futures
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Friday File: Another Bet on Electrical Infrastructure
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Friday File: Moving up in Quality
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
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Friday File: Advertising, Payments and Ammonia
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