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Latest News about Toast (TOST)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
May 10, 2024
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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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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Atkore (ATKR)
The Trade Desk (TTD)
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Friday File: Best of 2023
December 22, 2023
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Huntington Ingalls Industries (HII)
DigitalBridge Preferreds
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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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Friday File
Kinsale Capital (KNSL)
Arthur J/ Gallagher (AJG)
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Brookfield Asset Management (BAM)
Tiptree (TIPT)
Toast (TOST)
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Brookfield Corp (BN)
W/R/ Berkley (WRB)
Berkshire Hathaway (BRK/B)
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Nvidia (NVDA)
Friday File
Kinsale Capital (KNSL)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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UBER
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The Oxford Club
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Apple (AAPL)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Sam Zell
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Motley Fool Stock Advisor
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Friday File: Moving up in Quality
May 12, 2023
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Sandstorm Gold (SAND SSL/TO)
Par Technology (PAR)
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
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NATKY
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Sprott Uranium Miners (URNM)
NATKY)
Royal Gold (RGLD)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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EQT (EQT)
inTEST (INTT)
Taiwan Semiconductor (TSM)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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The Trade Desk (TTD)
FuelPositive (NHHH/V ZNNMF)
Guest Articles
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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NewLake Capital Partners (NLCP)
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Friday File: Revenge on Private Equity?
August 12, 2022
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Berkshire Hathaway (BRK/B)
Nvidia (NVDA)
Friday File
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Medical Properties Trust (MPW)
DocuSign (DOCU)
Shopify (SHOP)
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