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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Alphabet (GOOGL GOOG)
Par Technology (PAR)
Atkore (ATKR)
From
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Model N (MODN)
Talen Energy (TLN)
American Tower (AMT)
From
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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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AdvisorShares Ranger Equity Bear ETF (HDGE)
POET Technologies (POET PTK/V)
The Trade Desk (TTD)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Vulcan Materials (VMC)
Towne Bank (TOWN)
Diageo (DEO)
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Friday File: Social Inflation Winner?
June 14, 2024
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Apple (AAPL)
W/R/ Berkley (WRB)
YPF (YPF)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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Technology
gold
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Keysight (KEYS)
John Deere (DE)
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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Income Investing
Roku (ROKU)
Advanced Micro Devices (AMD)
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Alphabet (GOOGL GOOG)
Evolution (EVO/ST EVVTY EVGGF)
Meta Platforms (META)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Friday File
Amazon (AMZN)
Vaulted
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Ecora Resources (ECOR/L ECOR/TO ECRAF)
Chapters Group (CHG/DE)
Friday File
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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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Triple Flag Precious Metals (TFPM/TO)
Clarivate (CLVT)
Wheaton Precious Metals (WPM)
From
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Friday File
Trade Note
Acacia Research (ACTG)
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More Advertising for the Lock Box
March 14, 2024
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Criteo (CRTO)
PubMatic (PUBM)
Technology
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Friday File: Sweet Times
March 08, 2024
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options
Hershey (HSY)
Dino Polska (DNP/W DNOPY)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Toast (TOST)
Bitcoin (BTC)
Africa Oil (AOI/TO AOIFF)
From
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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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Trade Note
John Deere (DE)
The Trade Desk (TTD)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Trade Note
Cloudflare (NET)
Markel (MKL)
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Ecora Resources (ECOR/L ECOR/TO ECRAF)
Friday File
Arthur J/ Gallagher (AJG)
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Diageo (DEO)
Boston Omaha (BOC)
Trade Note
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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: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Keysight (KEYS)
Trade Note
Charlie Munger
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Berkshire Hathaway (BRK/B)
Constellation Software (CSU/TO CNSWF)
Chapters Group (CHG/DE)
From
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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The Trade Desk (TTD)
Boston Omaha (BOC)
Friday File
From
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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: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Roku (ROKU)
Advanced Micro Devices (AMD)
Broadridge Financial Solutions (BR)
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Markel (MKL)
Microsoft (MSFT)
Trade Note
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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SBA Communications (SBAC)
Sandstorm Gold (SAND SSL/TO)
Markel (MKL)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Chapters Group (CHG/DE)
Berkshire Hathaway (BRK/B)
Brookfield Corp (BN)
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