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Friday File: A Couple Buys on Reentry
July 15, 2022
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Microsoft (MSFT)
The Trade Desk (TTD)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
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Chris Mayer
David Gardner
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Amerco (UHAL)
Verisign (VRSN)
Cloudflare (NET)
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Friday File: Hiding Places?
June 17, 2022
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Altius Minerals (ALS/TO ATUSF)
Dream Finders Homes (DFH)
Amazon (AMZN)
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Lightspeed POS (LSPD)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Constellation Software (CSU/TO CNSWF)
WESCO (WCC)
Brookfield Asset Management (BAM)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Toast
Big Picture / Asset Allocation
Costco (COST)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Camping World (CWH)
Unity Software (U)
Disney (DIS)
From
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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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Friday File
Constellation Software (CSU/TO CNSWF)
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From
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Friday File: Off to Omaha
April 29, 2022
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Medical Properties Trust (MPW)
Teladoc (TDOC)
Berkshire Hathaway (BRK/B)
From
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Friday File Extra Note: Innovative Industrial Properties Short Attack
April 15, 2022
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Friday File
W/P/ Carey (WPC)
Grizzly Research
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Trade Note
Friday File
Coinbase (COIN)
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Friday File: Diversifying Away From Yourself
April 01, 2022
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Ivego (IVG/MI IVCGF)
Stellantis (STLA)
Petco (WOOF)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Alleghany (Y)
Goosehead Insurance (GSHD)
GAN ltd (GAN)
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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ABB (ABB)
inTEST (INTT)
Penny Stocks
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Big Picture / Asset Allocation
Friday File
Hipgnosis Songs Fund (SONG/L HPGSF)
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Okta (OKTA)
Cambria Global Value (GVAL)
DocuSign (DOCU)
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Friday File: The Curtain Comes Down
March 04, 2022
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Advanced Micro Devices (AMD)
Intel (INTC)
FormFactor (FORM)
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Friday File: A Couple Minor Updates
February 24, 2022
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Friday File
Camping World (CWH)
Innovative Industrial Properties (IIPR)
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Trade Note
WESCO (WCC)
MSC Industrial Direct (MSM)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Cloudflare (NET)
Avalara (AVLR)
Aker Carbon Capture (ACC/OL AKCCF)
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Snap (SNAP)
Shopify (SHOP)
Amazon (AMZN)
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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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Hedging
Altius Minerals (ALS/TO ATUSF)
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Roku (ROKU)
Take Two Interactive (TTWO)
Winnebago (WGO)
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Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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Intuitive Surgical (ISRG)
Shopify (SHOP)
Innovative Industrial Properties (IIPR)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Upstart Holdings (UPST)
Sea Ltd (SE)
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Friday File: Year In Review
December 23, 2021
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Friday File
Sprout Social (SPT)
Boston Omaha (BOMN)
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Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
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Markel (MKL)
American Tower (AMT)
Universal Electronics (UIEC)
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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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Stitch Fix (SFIX)
Amazon (AMZN)
Warren Buffett
From
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Friday File: DocuSign Craters… What to Do?
December 03, 2021
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GAN ltd (GAN)
DocuSign (DOCU)
Okta (OKTA)
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