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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
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Friday File: DeepWeak, Insurance, and Gambling
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Friday File: Finally Sealing the Lock Box
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Friday File: Who’s Buying What?
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
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Friday File: Good Cloud Growth, Reassuring Underwriting
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
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Dorchester Minerals (DMLP)
Keysight (KEYS)
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Friday File: Brookfield, WESCO, Pershing and China
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Asset Management (BAM)
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Friday File: Insurance Co. Highs and Lows
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Goosehead Insurance (GSHD)
Meta Platforms (META)
Kinsale Capital (KNSL)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Public Storage (PSA)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Royalty Pharmaceuticals (RPRX)
Universal Display (OLED)
inTEST (INTT)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Alphabet (GOOGL GOOG)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Friday File: Fintech for the Lock Box
January 07, 2022
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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