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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
Tags
Trade Note
Prologis (PLD)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Michael Burry
Hanesbrands (HBI)
Brookfield Asset Management (BAM)
From
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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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Black Stone Minerals (BSM)
Trade Note
Berry Petroleum (BRY)
From
Stock Gumshoe
Friday File: Another Supermax
September 15, 2023
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Brookfield Corp (BN)
Apple (AAPL)
Trade Note
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Siemens Healthineers (SHL/DE SMMNY SEMHF)
Roku (ROKU)
Deterra Royalties (DRR/AX)
From
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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)
From
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Friday File: NVIDIA Amazes Again
August 25, 2023
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Friday File
Nvidia (NVDA)
Apple (AAPL)
From
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Boston Omaha (BOC)
Atkore (ATKR)
Adyen (ADYEN/AS ADYEY ADYYF)
From
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Friday File: Earnings Hits and Misses
August 04, 2023
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TransDigm (TDG)
Shopify (SHOP)
Markel (MKL)
From
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Monday File: A Trade Note about Hedging
July 31, 2023
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Hedging
Big Picture / Asset Allocation
S&P 500 ETF (SPY)
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Symbotic (SYM)
Softbank (SFTBY)
Goosehead Insurance (GSHD)
From
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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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Big Picture / Asset Allocation
American Tower (AMT)
Crown Castle (CCI)
From
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Domino's Pizza (DPZ)
Technology
Utilities Select Sector SPDR (XLU)
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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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Vanguard Mortgage Backed Securities ETF (VMBS)
Brookfield Corp (BN)
Friday File
From
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Domino's Pizza (DPZ)
Chris Mayer
Roku (ROKU)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Cisco (CSCO)
Trade Note
Apple (AAPL)
From
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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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Standard Bio Tools (LAB)
Stocks
Kinsale Capital (KNSL)
From
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Friday File: WTF, NVIDIA?
May 26, 2023
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Netflix (NFLX)
Technology
Teeka Tiwari
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Bill Ackman
Encore Wire (WIRE)
Keysight (KEYS)
From
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Friday File Bonus: What Should Markel Really be Worth?
May 17, 2023
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Friday File
From
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Friday File: Moving up in Quality
May 12, 2023
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Foreign Investments
Toast (TOST)
Brookfield Corp (BN)
From
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Friday File Bonus: Boston Omaha Notes
May 12, 2023
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Dream Finders Homes (DFH)
Boston Omaha (BOC)
Sky Harbour (SKYH)
From
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Berkshire Hathaway’s 50th Omaha Meeting
May 09, 2023
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Stocks
Berkshire Hathaway (BRK/B)
Friday File
From
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Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
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Icahn Enterprises (IEP)
Big Picture / Asset Allocation
Shopify (SHOP)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Cloudflare (NET)
Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Dream Finders Homes (DFH)
National Instruments (NATI)
Emerson Electric (EMR)
From
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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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Paramount (PARA)
Bitcoin (BTC)
Apple (AAPL)
From
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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C3/ai (AI)
ETFs or Mutual Funds
ESS Tech (GWH)
From
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Lumentum (LITE)
Coherent (COHR)
Berkshire Hathaway (BRK/B)
From
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
Tags
Enterprise Products Partners (EPD)
Options or Futures
Franco/Nevada (FNV)
From
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