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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Roku (ROKU)
Kennedy Wilson (KW)
Markel (MKL)
From
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Friday File
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
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NATKY
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Friday File: Earnings Updates and Resets
February 24, 2023
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Goosehead Insurance (GSHD)
Series I Savings Bonds
Income Investing
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Brookfield Asset Management (BAM)
American Express (AXP)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Amazon (AMZN)
Roku (ROKU)
Porter Stansberry
From
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Friday File: More High Yield Speculation
January 27, 2023
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Berkshire Hathaway (BRK/B)
Trade Note
Qurate Preferreds (QRTEP)
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Friday File Part Two: In Other News
January 20, 2023
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Friday File
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Leonardo (LDO/MI FINMF FINMY)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Angel Publishing
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Roku (ROKU)
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Top Teasers of 2022
December 28, 2022
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Ginkgo BIoworks (DNA)
Hercules Technology Growth Capital (HTGC)
Donnelley Financial Solutions (DFIN)
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Friday File: Nibbling on High Yields
December 23, 2022
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Energy Transfer Partners (ETP)
Innovative Industrial Properties (IIPR)
Brookfield Corp (BN)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Trade Note
KKR & Co/ (KKR)
Brookfield Asset Management (BAM)
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Friday File: Pot Landlords, e-Signatures and Dog Food
December 09, 2022
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NewLake Capital Partners (NLCP)
Kinder Morgan (KMI)
Innovative Industrial Properties (IIPR)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Cloudflare (NET)
Keysight (KEYS)
Howard Hughes Corp (HHC)
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Antero Resources (AR)
New York Times (NYT)
Lithia Motors (LAD)
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Friday File
Toast (TOST)
Par Technology (PAR)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Markel (MKL)
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From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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NVR (NVR)
Technology
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Alphabet (GOOGL GOOG)
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Friday File: Buying a “God”
October 07, 2022
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EQT (EQT)
Friday File
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
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GOLD
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Royal Gold (RGLD)
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Friday File: Inflation Protection
September 16, 2022
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FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
Friday File
Inflation
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Early Friday File: A New Model Candidate for the Lock Box
September 07, 2022
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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BYD (1211/HK BYDDF BYDDY)
Nvidia (NVDA)
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Friday File: Revenge on Private Equity?
August 12, 2022
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TransDigm (TDG)
American Tower (AMT)
Big Picture / Asset Allocation
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Universal Display (OLED)
Markel (MKL)
NVR (NVR)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Brown & Brown (BRO)
CNH Industrial (CNHI)
Twist Bioscience (TWST)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Porter Stansberry
Snap (SNAP)
Roku (ROKU)
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