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Friday File: Earnings Hits and Misses
August 04, 2023
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Trade Note
WESCO (WCC)
TransDigm (TDG)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Black Stone Minerals (BSM)
RPC Inc (RES)
Par Technology (PAR)
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Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Novonix (NVX/AX NVNXF)
Vanguard Mortgage Backed Securities ETF (VMBS)
Syrah Resources (SYR/AX SYAAF)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Mastercard (MA)
Apple (AAPL)
Teqnion (TEQ/ST)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Whitney Tilson
Motley Fool 100 ETF (TMFC)
Porter Stansberry
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Friday File: Moving up in Quality
May 12, 2023
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Royal Gold (RGLD)
The Trade Desk (TTD)
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Friday File: Buying a Dinosaur
April 21, 2023
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American Tower (AMT)
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National Instruments (NATI)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Cloudflare (NET)
Boston Omaha (BOC)
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Friday File: More High Yield Speculation
January 27, 2023
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Shopify (SHOP)
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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North European Royalty Trust (NRT)
Leonardo (LDO/MI FINMF FINMY)
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Friday File: Nibbling on High Yields
December 23, 2022
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Friday File
Energy Transfer Partners (ETP)
Amerco (UHAL)
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Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Reinsurance (BNRE)
Brookfield Corp (BN)
Roku (ROKU)
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Series I Savings Bonds
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Copart (CPRT)
Warner Music Group (WMG)
BYD (1211/HK BYDDF BYDDY)
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Friday File: Revenge on Private Equity?
August 12, 2022
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Chuck Akre
Trade Note
Toast (TOST)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Meta Platforms (META)
Friday File
Stocks
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Friday File
Green Thumb Industries (GTII/CX GTBIF)
Big Picture / Asset Allocation
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Friday File: Hiding Places?
June 17, 2022
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Income Investing
NewLake Capital Partners (NLCP)
Anglo Pacific Group (APF/L APY/TO AGPIF)
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Friday File
Visa (V)
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Markel (MKL)
Topicus (TOI/V TOITF)
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Altius Minerals (ALS/TO ATUSF)
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Big Picture / Asset Allocation
Dream Finders Homes (DFH)
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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PubMatic (PUBM)
Markel (MKL)
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Penny Stocks
inTEST (INTT)
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Toast
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Canadian Pacific (CP)
Netflix (NFLX)
Nova Royalty Corp/ (NOVR/V NOVRF)
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Friday File
Keysight (KEYS)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
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From
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
Pershing Square Holdings (PSH/AS PSHZF)
3M (MMM)
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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