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Friday File: A Couple Buys on Reentry
July 15, 2022
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Trade Note
Altius Minerals (ALS/TO ATUSF)
The Trade Desk (TTD)
From
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Friday File: Another Safe(r) Harbor?
June 30, 2022
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Stocks
Copart (CPRT)
IAA (IAA)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Bank of America (BAC)
Life Storage (LSI)
DocuSign (DOCU)
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Friday File: Hiding Places?
June 17, 2022
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Cambria Tail Risk ETF (TAIL)
Innovative Industrial Properties (IIPR)
Friday File
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Jeremy Grantham
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Visa (V)
From
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Brown & Brown (BRO)
WESCO (WCC)
Friday File
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Berkshire Hathaway (BRK/B)
Cloudflare (NET)
Keysight (KEYS)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Dream Finders Homes (DFH)
Unity Software (U)
Upstart Holdings (UPST)
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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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Avalara (AVLR)
Nomad Royalty (NSR/TO NSRXF)
Topicus (TOI/V TOITF)
From
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Friday File: Off to Omaha
April 29, 2022
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Twitter (TWTR)
Shopify (SHOP)
Teladoc (TDOC)
From
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Friday File Extra Note: Innovative Industrial Properties Short Attack
April 15, 2022
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Innovative Industrial Properties (IIPR)
Medical Properties Trust (MPW)
Blue Orca
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Altius Minerals (ALS/TO ATUSF)
Galaxy Digital Holdings (GLXY/TO BRPHF)
Trade Note
From
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Friday File: Diversifying Away From Yourself
April 01, 2022
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Boston Omaha (BOMN)
Amazon (AMZN)
Ivego (IVG/MI IVCGF)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Alleghany (Y)
Trade Note
Perimeter Solutions (PRM)
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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$100K Lock Box
ABB (ABB)
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From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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NVR (NVR)
Universal Display (OLED)
Big Picture / Asset Allocation
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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DocuSign (DOCU)
Okta (OKTA)
ETFs or Mutual Funds
From
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Friday File: The Curtain Comes Down
March 04, 2022
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Advanced Micro Devices (AMD)
ASML (ASML)
KLA/Tencor (KLAC)
From
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Friday File: A Couple Minor Updates
February 24, 2022
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Innovative Industrial Properties (IIPR)
Medical Properties Trust (MPW)
Camping World (CWH)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Berkshire Hathaway (BRK/B)
Trade Note
Royalty Pharmaceuticals (RPRX)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Brookfield Asset Management (BAM)
Avalara (AVLR)
Cloudflare (NET)
From
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Pinterest
Spotify (SPOT)
PayPal (PYPL)
From
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Altius Minerals (ALS/TO ATUSF)
Stocks
Yellowstone Acquisition Corp/ (YSACU)
From
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Zynga (ZNGA)
Friday File
Sea Ltd (SE)
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Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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NewLake Capital Partners (NLCP)
Intuitive Surgical (ISRG)
AFC Gamma (AFCG)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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LendingClub (LC)
Amazon (AMZN)
Technology
From
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Friday File: Year In Review
December 23, 2021
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Nvidia (NVDA)
WESCO (WCC)
VSBLTY (VSBY/CX VSBGF)
From
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Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
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Innovative Industrial Properties (IIPR)
Friday File
Big Picture / Asset Allocation
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
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warrants
AerSale (ASLE)
Friday File
From
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Friday File: DocuSign Craters… What to Do?
December 03, 2021
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Brookfield Asset Management (BAM)
Match Group (MTCH)
The Trade Desk (TTD)
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