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December 11th, 2017
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Recent news which mentions Topicus (TOI/V TOITF)
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
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Friday File: Finally Sealing the Lock Box
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Friday File: Lock Box Check-in
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Mitek Systems (MITK)
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Roku (ROKU)
Nvidia (NVDA)
WESCO (WCC)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Daily Journal (DJCO)
Travel Centers of America (TA)
Activision Blizzard (ATVI)
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
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Carrier (CARR)
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Brown & Brown (BRO)
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Early Friday File: A New Model Candidate for the Lock Box
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Avalara (AVLR)
Schrodinger (SDGR)
Model N (MODN)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Constellation Software (CSU/TO CNSWF)
Smith/Midland (SMID)
Arthur J/ Gallagher (AJG)
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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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WESCO (WCC)
Trade Note
Guardant Health (GH)
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