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December 11th, 2017
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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American Tower (AMT)
Talen Energy (TLN)
Guest Articles
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Friday File
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Berkshire Hathaway (BRK/B)
From
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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YPF (YPF)
W/R/ Berkley (WRB)
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From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
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GOLD
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BWX Technologies (BWXT)
Apple (AAPL)
nuclear power
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Black Stone Minerals (BSM)
Friday File
Pershing Square USA (PSUS)
From
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Trade Note
Friday File
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Standard Bio Tools (LAB)
Veralto (VLT)
Fortive (FTV)
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Chubb (CB)
Standard Bio Tools (LAB)
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
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GOLD
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$100K Lock Box
Alphabet (GOOGL GOOG)
Royal Gold (RGLD)
From
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Chapters Group (CHG/DE)
Friday File
Par Technology (PAR)
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
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GOLD
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Triple Flag Precious Metals (TFPM/TO)
Market Vectors Gold Miners ETF (GDX)
Big Picture / Asset Allocation
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Friday File
Par Technology (PAR)
Intuitive Surgical (ISRG)
From
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More Advertising for the Lock Box
March 14, 2024
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Friday File: Sweet Times
March 08, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
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Chubb (CB)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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From
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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The Trade Desk (TTD)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Trade Note
China
Tesla Motors (TSLA)
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Enbridge (ENB)
Intuitive Surgical (ISRG)
Enterprise Products Partners (EPD)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Nvidia (NVDA)
Sky Harbour (SKYH)
Trade Note
From
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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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Brown & Brown (BRO)
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From
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Nvidia (NVDA)
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Cisco (CSCO)
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Berkshire Hathaway (BRK/B)
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From
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Trade Note and More Quarterly Earnings Updates
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Friday File
Par Technology (PAR)
From
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Chubb (CB)
American Tower (AMT)
Eisai (ESAIY ESALF 4523/T)
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Markel (MKL)
Royal Gold (RGLD)
Chubb (CB)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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W/R/ Berkley (WRB)
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Berkshire Hathaway (BRK/B)
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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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Fluence
From
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