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December 11th, 2017
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Latest News about WESCO (WCC)
Recent news which mentions WESCO (WCC)
Friday File: Portfolio Construction in a Time of Greed and Fear
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Friday File: Who’s Buying What?
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
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Pershing Square USA (PSUS)
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
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Standard Bio Tools (LAB)
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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: Brookfield, WESCO, Pershing and China
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Tencent (0700/HK TXTZF TCEHY)
Par Technology (PAR)
Pershing Square
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Pershing Square Holdings (PSH/AS PSHZF)
Advanced Micro Devices (AMD)
Alphabet (GOOGL GOOG)
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Friday File: Best of 2023
December 22, 2023
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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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Charlie Munger
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Apple (AAPL)
Shopify (SHOP)
Big Picture / Asset Allocation
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Friday File: Earnings Hits and Misses
August 04, 2023
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Symbotic (SYM)
Shopify (SHOP)
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Friday File: Earnings Reports Support Growth Stories… so far
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Goosehead Insurance (GSHD)
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Friday File: Expensive Stocks, How Worried Should We Be?
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
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Berkshire Hathaway (BRK/B)
Constellation Software (CSU/TO CNSWF)
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Friday File: Another Bet on Electrical Infrastructure
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Daniel Loeb
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Toast (TOST)
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Friday File — WESCO, Icahn and more…
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Friday File: Royalties Worth a Buy?
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Royalty Pharmaceuticals (RPRX)
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WESCO (WCC)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Toast (TOST)
Berkshire Hathaway (BRK/B)
Model N (MODN)
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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ConocoPhillips (COP)
Huntington Ingalls Industries (HII)
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Friday File: What Have I Been MOST Wrong About?
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Friday File: Prophets of Doom
October 21, 2022
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
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inTEST (INTT)
Medical Properties Trust (MPW)
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WCC: 25% down in a week.
June 20, 2022
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Amazon (AMZN)
Berkshire Hathaway (BRK/B)
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
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Topicus (TOI/V TOITF)
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Attractively priced Travis’ Real Money Portfolio stocks relative to his “buy below” targets
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Brookfield Asset Management (BAM)
WESCO (WCC)
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Friday File: Warm Blankets and Rollercoasters
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Royal Gold (RGLD)
Royalty Pharmaceuticals (RPRX)
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