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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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Dream Finders Homes (DFH)
Pershing Square Holdings (PSH/L PSHZF)
Chipotle Mexican Grill (CMG)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Celsius Holdings (CELH)
Toast (TOST)
WIngstop (WING)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Nvidia (NVDA)
Daily Journal (DJCO)
Friday File
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Alphabet (GOOGL GOOG)
Schrodinger (SDGR)
Digital Ocean (DOCN)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Warren Buffett
Markel (MKL)
Alphabet (GOOGL GOOG)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Triple Flag Precious Metals (TFPM/TO)
Pershing Square
Goosehead Insurance (GSHD)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Thales (HO/PA THLLY THLEF)
Mitchell Rales
Pernod Ricard (RI/PA PRNDY PDRDF)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Keysight (KEYS)
EQT (EQT)
Bitcoin (BTC)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Alibaba (BABA)
Lowe's (LOW)
Symbotic (SYM)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Advanced Micro Devices (AMD)
Broadridge Financial Solutions (BR)
Kinsale Capital (KNSL)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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EQT (EQT)
Alphabet (GOOGL GOOG)
American Tower (AMT)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Technology
Life Storage (LSI)
From
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Technology
Keysight (KEYS)
NewLake Capital Partners (NLCP)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Universal Display (OLED)
Medical Properties Trust (MPW)
Friday File
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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HP Inc/ (HPQ)
Akamai (AKAM)
Amerco (UHAL)
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Big Picture / Asset Allocation
Costco (COST)
Cloudflare (NET)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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The Trade Desk (TTD)
Keysight (KEYS)
Sea Ltd (SE)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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KKR & Co/ (KKR)
Friday File
Aker Carbon Capture (ACC/OL AKCCF)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Roku (ROKU)
SoFi
AFC Gamma (AFCG)
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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AFC Gamma (AFCG)
Roku (ROKU)
Big Picture / Asset Allocation
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Miller Opportunity Trust (LGOAX)
Shopify (SHOP)
Friday File
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