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Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Friday File
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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CNH Industrial (CNHI)
Guest Articles
Foreign Investments
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Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Altius Minerals (ALS/TO ATUSF)
Kinsale Capital (KNSL)
Berkshire Hathaway (BRK/B)
From
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Friday File: Earnings Hits and Misses
August 04, 2023
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Teqnion (TEQ/ST)
Markel (MKL)
Friday File
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Dino Polska (DNP/W DNOPY)
Atkore (ATKR)
Chubb (CB)
From
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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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Nvidia (NVDA)
Big Picture / Asset Allocation
Antero Resources (AR)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Cisco (CSCO)
Constellation Software (CSU/TO CNSWF)
Berkshire Hathaway (BRK/B)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Motley Fool
Motley Fool Stock Advisor
Friday File
From
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Friday File: Moving up in Quality
May 12, 2023
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Perimeter Solutions (PRM)
Brookfield Asset Management (BAM)
Royal Gold (RGLD)
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Edwin Dorsey
Dream Finders Homes (DFH)
Keysight (KEYS)
From
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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: More High Yield Speculation
January 27, 2023
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Shopify (SHOP)
Unity Software (U)
TransEnterix (TRXC)
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Matson (MATX)
Atkore (ATKR)
Green Thumb Industries (GTII/CX GTBIF)
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Friday File
Amerco (UHAL)
Innovative Industrial Properties (IIPR)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Trade Note
Zevia (ZVIA)
Roku (ROKU)
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Trade Note
Par Technology (PAR)
AFC Gamma (AFCG)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Exor (EXO/MI EXXRF)
Stellantis (STLA)
Amazon (AMZN)
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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Switch (SWCH)
Friday File
Unity Software (U)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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American Tower (AMT)
EQT (EQT)
BYD (1211/HK BYDDF BYDDY)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Trade Note
Anglo Pacific Group (APF/L APY/TO AGPIF)
Meta Platforms (META)
From
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Friday File: Hiding Places?
June 17, 2022
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The Trade Desk (TTD)
Amazon (AMZN)
NewLake Capital Partners (NLCP)
From
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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)
Medical Properties Trust (MPW)
From
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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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Brookfield Asset Management (BAM)
Smith/Midland (SMID)
Illumina (ILMN)
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Galaxy Digital Holdings (GLXY/TO BRPHF)
Trade Note
Cryptocurrencies
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Series I Savings Bonds
Millennium Investment & Acquisition (MILC)
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From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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NewLake Capital Partners (NLCP)
Markel (MKL)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Penny Stocks
inTEST (INTT)
$100K Lock Box
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Square (SQ)
Short Selling
Hipgnosis Songs Fund (SONG/L HPGSF)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Vale S/A/ (VALE)
Sandstorm Gold (SAND SSL/TO)
Trisura (TSU/TO TRRSF)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Markel (MKL)
Tiptree (TIPT)
WESCO (WCC)
From
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