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Friday File: Best of 2023
December 22, 2023
Tags
Evolution (EVO/ST EVVTY EVGGF)
Friday File
Stocks
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Trade Note
Willis Towers Watson (WLTW)
Artificial Intelligence (A/I/)
From
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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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Cisco (CSCO)
Keysight (KEYS)
Berkshire Hathaway (BRK/B)
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Royalty Pharmaceuticals (RPRX)
Alphabet (GOOGL GOOG)
Pershing Square Holdings (PSH/AS PSHZF)
From
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Alphabet (GOOGL GOOG)
Meta Platforms (META)
Goosehead Insurance (GSHD)
From
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
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IonQ (IONQ)
Verses AI (VERS/NEO VRSSF)
Palantir (PLTR)
From
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Friday File: Another Supermax
September 15, 2023
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Friday File
Exor (EXO/AS EXXRF)
Apple (AAPL)
From
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Friday File: Lock Box Check-in
September 01, 2023
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NewLake Capital Partners (NLCP)
Dino Polska (DNP/W DNOPY)
Digital Ocean (DOCN)
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Goosehead Insurance (GSHD)
RPC Inc (RES)
Kinsale Capital (KNSL)
From
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Friday File: WTF, NVIDIA?
May 26, 2023
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Palm Beach Venture
Tom Gardner
David Gardner
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Nvidia (NVDA)
MarketWise (MKTW)
Toast (TOST)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Stocks
Big Picture / Asset Allocation
Microsoft (MSFT)
From
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Permian Basin Royalty Trust (PBT)
Brookfield Asset Management (BAM)
Canadian Pacific (CP)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Life Storage (LSI)
Friday File
Stocks
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Roku (ROKU)
John Hussman
Alphabet (GOOGL GOOG)
From
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Meta Platforms (META)
Alphabet (GOOGL GOOG)
Keith Kohl
From
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Verisign (VRSN)
Activision Blizzard (ATVI)
AutoNation (AN)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Perimeter Solutions (PRM)
Alphabet (GOOGL GOOG)
Roku (ROKU)
From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Technology
Boston Omaha (BOC)
Amazon (AMZN)
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Friday File: Prophets of Doom
October 21, 2022
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Apple (AAPL)
Innovative Industrial Properties (IIPR)
Perimeter Solutions (PRM)
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Carrier (CARR)
Compass Minerals (CMP)
Series I Savings Bonds
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
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GOLD
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DocuSign (DOCU)
Smead Value Fund (SMVLX)
Avalara (AVLR)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Twist Bioscience (TWST)
Roku (ROKU)
CNH Industrial (CNHI)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Enrique Abeyta
Porter & Co/
Crown Castle (CCI)
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Commodities / Natural Resources
Dream Finders Homes (DFH)
The Trade Desk (TTD)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Chevron (CHV)
Amerco (UHAL)
Friday File
From
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Berkshire Hathaway (BRK/B)
Amazon (AMZN)
Keysight (KEYS)
From
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Sandstorm Gold (SAND SSL/TO)
Advanced Micro Devices (AMD)
Undervalued Shares
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Alphabet (GOOGL GOOG)
Par Technology (PAR)
Big Picture / Asset Allocation
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Power REIT (PW)
Disney (DIS)
Keysight (KEYS)
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