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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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UBER
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Corp (BN)
Friday File
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Permian Basin Royalty Trust (PBT)
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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WIngstop (WING)
Tiptree (TIPT)
Domino's Pizza (DPZ)
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Friday File: Who’s Buying What?
November 15, 2024
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Canadian Pacific (CP)
Ferrari (RACE)
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
Franco/Nevada (FNV)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Danaher (DHR)
Leonardo (LDO/MI FINMF FINMY)
Cloudflare (NET)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Bitcoin (BTC)
Textron (TXT)
Qurate (QRTEA QRTEB)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Foreign Investments
Acacia Research (ACTG)
Brookfield Asset Management (BAM)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Dino Polska (DNP/W DNOPY)
Brookfield Infrastructure Partners (BIP)
Qurate (QRTEA QRTEB)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Roku (ROKU)
Meta Platforms (META)
Microsoft (MSFT)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Boston Omaha (BOC)
Alphabet (GOOGL GOOG)
Brookfield Asset Management (BAM)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Stocks
Brookfield Asset Management (BAM)
Boston Omaha (BOC)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Friday File
inTEST (INTT)
Medical Properties Trust (MPW)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Fastly (FSLY)
Amerco (UHAL)
Friday File
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Berkshire Hathaway (BRK/B)
Target (TGT)
Friday File
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Friday File: Nibbling on the Way Down
May 13, 2022
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Brookfield Asset Management (BAM)
Camping World (CWH)
Disney (DIS)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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CGM Focus Fund (CGMFX)
Avalara (AVLR)
Aker Carbon Capture (ACC/OL AKCCF)
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Friday File: Fintech for the Lock Box
January 07, 2022
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SOFI
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$100K Lock Box
Royalty Pharmaceuticals (RPRX)
Sea Ltd (SE)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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I bonds
Jetblue (JBLU)
Cloudflare (NET)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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The Trade Desk (TTD)
Match Group (MTCH)
Miller Opportunity Trust (LGOAX)
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