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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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Standard Bio Tools (LAB)
Constellation Energy (CEG)
Pershing Square Holdings (PSH/AS PSHZF)
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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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Celsius Holdings (CELH)
Friday File
Markel (MKL)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Sequoia
Acacia Research (ACTG)
Diageo (DEO)
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Friday File: Social Inflation Winner?
June 14, 2024
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Apple (AAPL)
Burford Capital (BUR)
YPF (YPF)
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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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gold
NVR (NVR)
Structure Therapeutics (GPCR)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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ALPS Alerian MLP (AMLP)
Toast (TOST)
Boston Omaha (BOC)
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Friday File
Trade Note
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Chapters Group (CHG/DE)
Hershey (HSY)
Mitchell Rales
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Evolution (EVO/ST EVVTY EVGGF)
Trade Note
Brown & Brown (BRO)
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Trade Note
$100K Lock Box
Microsoft (MSFT)
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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)
Teqnion (TEQ/ST)
Boston Omaha (BOC)
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Warren Buffett
Dino Polska (DNP/W DNOPY)
Nvidia (NVDA)
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Equitrans (ETRN)
Intuitive Surgical (ISRG)
ALPS Alerian MLP (AMLP)
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More Advertising for the Lock Box
March 14, 2024
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The Trade Desk (TTD)
Trade Note
$100K Lock Box
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Friday File: Sweet Times
March 08, 2024
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American Financial Group (AFG)
Brookfield Asset Management (BAM)
W/R/ Berkley (WRB)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Bitcoin (BTC)
Par Technology (PAR)
Qurate (QRTEA QRTEB)
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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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Nvidia (NVDA)
John Deere (DE)
ARM Holdings (ARM)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Symbotic (SYM)
Pershing Square
Brookfield Asset Management (BAM)
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Intuitive Surgical (ISRG)
Enterprise Products Partners (EPD)
John Deere (DE)
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Sky Harbour (SKYH)
Liberty Sirius (LSXMA)
Arix Bioscience (ARIX/L)
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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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Boston Omaha (BOC)
Markel (MKL)
Toast (TOST)
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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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Brookfield Asset Management (BAM)
Nvidia (NVDA)
Trade Note
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Danaher (DHR)
Liberty Braves (BATRA BATRB BATRK)
Trade Note
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Friday File
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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U/Haul Holdings (UHAL)
Toast (TOST)
Brookfield Corp (BN)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Asset Management (BAM)
Dino Polska (DNP/W DNOPY)
Cloudflare (NET)
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Friday File: Insurance and Tech Earnings
October 27, 2023
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W/R/ Berkley (WRB)
American Tower (AMT)
Chubb (CB)
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Prologis (PLD)
Commodities / Natural Resources
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Qurate (QRTEA QRTEB)
Par Technology (PAR)
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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Disney (DIS)
Berry Petroleum (BRY)
Chapters Group (CHG/DE)
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