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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Goosehead Insurance (GSHD)
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Friday File: Who’s Buying What?
November 15, 2024
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Universal Music Group (UMG/AS UMGNF)
Liberty Global (LBTYK LBTYA)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Royal Philips (PHG)
Thales (HO/PA THLLY THLEF)
Leonardo (LDO/MI FINMF FINMY)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
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ALPS Alerian MLP (AMLP)
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Friday File: Brookfield, WESCO, Pershing and China
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Pershing Square USA (PSUS)
Yiren Digital (YRD)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Kinsale Capital (KNSL)
Qurate (QRTEA QRTEB)
Shopify (SHOP)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Meta Platforms (META)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Nvidia (NVDA)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Boston Omaha (BOC)
NewLake Capital Partners (NLCP)
Brookfield Asset Management (BAM)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Friday File
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Davita (DVA)
HP Inc/ (HPQ)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Cloudflare (NET)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Switch (SWCH)
Camping World (CWH)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Cathie Wood
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Friday File: Fintech for the Lock Box
January 07, 2022
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Lemonade (LMND)
Tencent (0700/HK TXTZF TCEHY)
Friday File
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Kinsale Capital (KNSL)
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Kennedy Wilson (KW)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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American Tower (AMT)
The Trade Desk (TTD)
Shopify (SHOP)
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