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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Brookfield Asset Management (BAM)
Kinsale Capital (KNSL)
TFS Financial (TFSL)
From
Stock Gumshoe
Friday File: Royalties Worth a Buy?
March 09, 2023
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Vertex (VRTX)
Occidental Petroleum (OXY)
Berkshire Hathaway (BRK/B)
From
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
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Patterson/UTI (PTEN)
Qurate (QRTEA QRTEB)
Freehold Royalties (FRU/TO FRHLF)
From
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Friday File: Earnings Updates and Resets
February 24, 2023
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Keysight (KEYS)
Stocks
Goosehead Insurance (GSHD)
From
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Akre Focus Fund (AKREX)
Air Products & Chemicals (APD)
Model N (MODN)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Life Storage (LSI)
Technology
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Boston Omaha (BOC)
The Trade Desk (TTD)
Alphabet (GOOGL GOOG)
From
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Friday File: More High Yield Speculation
January 27, 2023
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TransEnterix (TRXC)
Shopify (SHOP)
American Tower (AMT)
From
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Friday File Part Two: In Other News
January 20, 2023
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Porter Stansberry
Frank Curzio
Meb Faber
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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CF Industries (CF)
ICL Group (ICL)
Trade Note
From
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Keith Kohl
Adyen (ADYEN/AS ADYEY ADYYF)
The Trade Desk (TTD)
From
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Top Teasers of 2022
December 28, 2022
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Twist Bioscience (TWST)
Teck Resources (TECK)
Dan Ferris
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Big Picture / Asset Allocation
DigitalBridge Preferreds
Brookfield Property Preferred
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Friday File
Brookfield Corp (BN)
Zevia (ZVIA)
From
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Friday File: Pot Landlords, e-Signatures and Dog Food
December 09, 2022
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Friday File
AFC Gamma (AFCG)
Innovative Industrial Properties (IIPR)
From
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Cloudflare (NET)
Brookfield Asset Management (BAM)
Keysight (KEYS)
From
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Baupost Group
Ginkgo BIoworks (DNA)
Barry Rosenstein
From
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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)
From
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Income Investing
The Trade Desk (TTD)
Alphabet (GOOGL GOOG)
From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Amerco (UHAL)
Income Investing
Dream Finders Homes (DFH)
From
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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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Brookfield Asset Management (BAM)
The Trade Desk (TTD)
Compass Minerals (CMP)
From
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Friday File: Buying a “God”
October 07, 2022
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Berkshire Hathaway (BRK/B)
Inflation
Porter & Co/
From
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Berkshire Hathaway (BRK/B)
Advanced Micro Devices (AMD)
Alphabet (GOOGL GOOG)
From
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Friday File: Inflation Protection
September 16, 2022
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iShares TIPS Bond ETF (TIPS)
Big Picture / Asset Allocation
Series I Savings Bonds
From
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Early Friday File: A New Model Candidate for the Lock Box
September 07, 2022
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Model N (MODN)
$100K Lock Box
Schrodinger (SDGR)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Electronic Arts (EA)
CNH Industrial (CNHI)
Activision Blizzard (ATVI)
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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Berkshire Hathaway (BRK/B)
Perimeter Solutions (PRM)
Trade Note
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Amerco (UHAL)
Dream Finders Homes (DFH)
Cloudflare (NET)
From
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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)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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The Big Secret on Wall Street (This Week)
Altius Minerals (ALS/TO ATUSF)
The Trade Desk (TTD)
From
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