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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Altius Minerals (ALS/TO ATUSF)
Intuitive Surgical (ISRG)
Chubb (CB)
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Friday File: Buffett, Burry and Brookfield
September 29, 2023
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Berkshire Hathaway (BRK/B)
Warren Buffett
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Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Paramount Resources (POU/TO PRMRF)
American Tower (AMT)
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Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Apple (AAPL)
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Friday File: Who Deserves Patience?
September 08, 2023
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Altius Minerals (ALS/TO ATUSF)
Perimeter Solutions (PRM)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
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Friday File: Lock Box Check-in
September 01, 2023
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Model N (MODN)
Markel (MKL)
W/R/ Berkley (WRB)
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Friday File: NVIDIA Amazes Again
August 25, 2023
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Technology
Taiwan Semiconductor (TSM)
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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The Trade Desk (TTD)
Altius Minerals (ALS/TO ATUSF)
Keysight (KEYS)
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Friday File: Earnings Hits and Misses
August 04, 2023
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WESCO (WCC)
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Monday File: A Trade Note about Hedging
July 31, 2023
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Options or Futures
S&P 500 ETF (SPY)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
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Nvidia (NVDA)
Intuitive Surgical (ISRG)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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UBER
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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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Syrah Resources (SYR/AX SYAAF)
C3/ai (AI)
Big Picture / Asset Allocation
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Symbotic (SYM)
Topicus (TOI/V TOITF)
The Trade Desk (TTD)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Atkore (ATKR)
Coca Cola (KO)
Goosehead Insurance (GSHD)
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Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
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Bergman & Beving (BERG/B/ST)
U/Haul Holdings (UHAL)
Kinsale Capital (KNSL)
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Friday File: WTF, NVIDIA?
May 26, 2023
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David Gardner
Netflix (NFLX)
Teeka Tiwari
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Nvidia (NVDA)
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Friday File Bonus: What Should Markel Really be Worth?
May 17, 2023
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Friday File: Moving up in Quality
May 12, 2023
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Friday File Bonus: Boston Omaha Notes
May 12, 2023
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Dream Finders Homes (DFH)
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Berkshire Hathaway’s 50th Omaha Meeting
May 09, 2023
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Friday File — WESCO, Icahn and more…
May 05, 2023
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GOLD
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Qurate Preferreds (QRTEP)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Albemarle (ALB)
Goosehead Insurance (GSHD)
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Friday File: Buying a Dinosaur
April 21, 2023
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Crown Castle (CCI)
Dino Polska (DNP/W DNOPY)
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Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Taiwan Semiconductor (TSM)
LVMH (MC/PA LVMUY LVMHF)
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Nomi Prins
Illumina (ILMN)
Palantir
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Sky Harbour (SKYH)
Porter Stansberry
Gold/Precious Metals & Mining
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Franco/Nevada (FNV)
Options or Futures
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