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Friday File: Another Supermax
September 15, 2023
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Brookfield Corp (BN)
Apple (AAPL)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Royal Philips (PHG)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Stellantis (STLA)
From
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Lennar (LEN)
Nvidia (NVDA)
From
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Friday File: Earnings Hits and Misses
August 04, 2023
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Trade Note
Perimeter Solutions (PRM)
Markel (MKL)
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Roku (ROKU)
Trade Note
Par Technology (PAR)
From
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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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C3/ai (AI)
Annaly (NLY)
Brookfield Asset Management (BAM)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Visa (V)
Teqnion (TEQ/ST)
Dino Polska (DNP/W DNOPY)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Motley Fool Next ETF (TMFX)
Sam Zell
Keysight (KEYS)
From
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Friday File: Moving up in Quality
May 12, 2023
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Income Investing
Toast (TOST)
DigitalBridge (DBRG)
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Foreign Investments
Big Picture / Asset Allocation
National Instruments (NATI)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Trade Note
Brookfield Asset Management (BAM)
Alphabet (GOOGL GOOG)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
Berkshire Hathaway (BRK/B)
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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AFC Gamma (AFCG)
Income Investing
Marathon Oil (MRO)
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Innovative Industrial Properties (IIPR)
Amerco (UHAL)
Friday File
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Stem (STEM)
Brookfield Reinsurance (BNRE)
Income Investing
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Amerco (UHAL)
Friday File
NewLake Capital Partners (NLCP)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Microsoft (MSFT)
Nvidia (NVDA)
Stocks
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Friday File: Revenge on Private Equity?
August 12, 2022
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Unity Software (U)
Friday File
Switch (SWCH)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Comcast (CMCSA)
Intuitive Surgical (ISRG)
Paul Mampilly
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
Trade Note
Meta Platforms (META)
From
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Friday File: Hiding Places?
June 17, 2022
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AFC Gamma (AFCG)
Dream Finders Homes (DFH)
Income Investing
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Visa (V)
Friday File
Square (SQ)
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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WESCO (WCC)
Markel (MKL)
Avalara (AVLR)
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Magic Software (MGIC)
Deterra Royalties (DRR/AX)
Coinbase (COIN)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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iShares 20+ Year Treasury Bond ETF (TLT)
Power REIT (PW)
GAN ltd (GAN)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Canadian Pacific (CP)
Sea Ltd (SE)
Friday File
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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ABB (ABB)
Friday File
Trade Note
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Lightspeed POS (LSPD)
Universal Music Group (UMG/AS UMGNF)
iShares US Home Construction ETF (ITB)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Brown & Brown (BRO)
Royal Gold (RGLD)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Franco/Nevada (FNV)
Annual Review
MSC Industrial Direct (MSM)
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