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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Friday File
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Friday File: Good Cloud Growth, Reassuring Underwriting
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February 12, 2024
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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NewLake Capital Partners (NLCP)
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Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
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Smead Value Fund (SMVLX)
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
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Blackstone Group (BX)
Pershing Square Holdings (PSH/AS PSHZF)
Electronic Arts (EA)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
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AEVA
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Mutual Conversion
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Friday File: The Curtain Comes Down
March 04, 2022
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Lam Research (LRCX)
FormFactor (FORM)
Intel (INTC)
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Friday File: Year In Review
December 23, 2021
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3D Systems (DDD)
Voyager Digital (VYGR/CX VYGVF)
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Friday File: Metaverse Gainers, Quarterly Updates and more…
November 12, 2021
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Rivian
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
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Bill Miller
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