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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Technology
Shopify (SHOP)
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Friday File: Rethinking Amazon, Alphabet and Markel
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
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Friday File: Wildfires, Quantumania and more…
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Friday File: So Long, 2024
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December 13, 2024
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Friday File: Odds of Success?
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Friday File: Who’s Buying What?
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Friday File: Better and Cheaper?
October 25, 2024
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Friday File: Splitting Atoms for Fun and Profit!
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Friday File: Double Buy in Gold?
September 27, 2024
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Friday File: Pangea’s Wizard for Gold Riches?
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
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Friday File: 13F’s & Catching up with some Big Holdings
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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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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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
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Friday File: Boston Omaha Rebuilding Trust?
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
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ARM Holdings (ARM)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Friday File: Social Inflation Winner?
June 14, 2024
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