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Friday File: Earnings Hits and Misses
August 04, 2023
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Symbotic (SYM)
Teqnion (TEQ/ST)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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RPC Inc (RES)
$100K Lock Box
Roku (ROKU)
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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Brookfield Reinsurance (BNRE)
Plug power (PLUG)
Syrah Resources (SYR/AX SYAAF)
From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Cisco (CSCO)
Sandstorm Gold (SAND SSL/TO)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Atkore (ATKR)
Motley Fool
Boston Omaha (BOC)
From
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Friday File: Moving up in Quality
May 12, 2023
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Toast (TOST)
Trade Note
Technology
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Dividend Hunter
Dino Polska (DNP/W DNOPY)
Innovative Industrial Properties (IIPR)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Brookfield Corp (BN)
Huntington Ingalls Industries (HII)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Brown & Brown (BRO)
John Malone
Trade Note
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Income Investing
Clearfield (CLFD)
Northrop Grumman (NOC)
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Friday File
Amerco (UHAL)
Big Picture / Asset Allocation
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Icahn Enterprises (IEP)
Zevia (ZVIA)
Brookfield Reinsurance (BNRE)
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Friday File
The Trade Desk (TTD)
Par Technology (PAR)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Trade Note
Activision Blizzard (ATVI)
Blackstone Group (BX)
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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DigitalBridge (DBRG)
Chuck Akre
Unity Software (U)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Upstart Holdings (UPST)
D/ R/ Horton (DHI)
Friday File
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Meta Platforms (META)
Disney (DIS)
Technology
From
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Friday File: Hiding Places?
June 17, 2022
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The Trade Desk (TTD)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Amazon (AMZN)
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Visa (V)
Medical Properties Trust (MPW)
Lightspeed POS (LSPD)
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)
Sandstorm Gold (SAND SSL/TO)
Topicus (TOI/V TOITF)
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Voyager Digital (VYGR/TO VYGVF)
Deterra Royalties (DRR/AX)
Series I Savings Bonds
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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iShares 20+ Year Treasury Bond ETF (TLT)
Trade Note
Ginkgo BIoworks (DNA)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Alleghany (Y)
Sandstorm Gold (SAND SSL/TO)
Switch (SWCH)
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Technology
Trade Note
ABB (ABB)
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Power REIT (PW)
Altius Minerals (ALS/TO ATUSF)
Switch (SWCH)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Big Picture / Asset Allocation
Friday File
Pershing Square Holdings (PSH/AS PSHZF)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Trade Note
Royalty Pharmaceuticals (RPRX)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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CGM Focus Fund (CGMFX)
Cloudflare (NET)
Friday File
From
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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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Hipgnosis Songs Fund (SONG/L HPGSF)
3M (MMM)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Peloton
From
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