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Friday File: Earnings Hits and Misses
August 04, 2023
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Perimeter Solutions (PRM)
Friday File
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Brown & Brown (BRO)
Roku (ROKU)
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From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Enerplus (ERF)
Novonix (NVX/AX NVNXF)
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From
Stock Gumshoe
Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Teqnion (TEQ/ST)
Constellation Software (CSU/TO CNSWF)
Trade Note
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Atkore (ATKR)
Diageo (DEO)
Friday File
From
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Friday File: Moving up in Quality
May 12, 2023
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The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
Gold/Precious Metals & Mining
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Dino Polska (DNP/W DNOPY)
Emerson Electric (EMR)
Jéronimo Martins (JRONY JRONF)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Technology
Cloudflare (NET)
Nvidia (NVDA)
From
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Friday File: More High Yield Speculation
January 27, 2023
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American Tower (AMT)
Income Investing
Amazon (AMZN)
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Marathon Oil (MRO)
CF Industries (CF)
Innovative Industrial Properties (IIPR)
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Innovative Industrial Properties Preferreds
Brookfield Asset Management (BAM)
Disney (DIS)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Roku (ROKU)
Blackstone Group (BX)
Brookfield Asset Management (BAM)
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Toast (TOST)
Friday File
Series I Savings Bonds
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Chewy (CHWY)
Stellantis (STLA)
General Motors (GM)
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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Par Technology (PAR)
The Trade Desk (TTD)
PubMatic (PUBM)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Roku (ROKU)
Stocks
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Friday File
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Friday File: Hiding Places?
June 17, 2022
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Big Picture / Asset Allocation
Trade Note
Roku (ROKU)
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Jeremy Grantham
Toast (TOST)
DocuSign (DOCU)
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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)
Topicus (TOI/V TOITF)
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From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Friday File
Galaxy Digital Holdings (GLXY/TO BRPHF)
Series I Savings Bonds
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Millennium Investment & Acquisition (MILC)
Inflation
Amazon (AMZN)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Fairfax Financial Holdings (FFH/TO FRFHF)
NewLake Capital Partners (NLCP)
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Penny Stocks
inTEST (INTT)
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Netflix (NFLX)
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From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Big Picture / Asset Allocation
Markel (MKL)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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KKR & Co/ (KKR)
Ark Innovation ETF (ARKK)
3M (MMM)
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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Hedging
Jeremy Grantham
3M (MMM)
From
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Amazon (AMZN)
Shopify (SHOP)
Camping World (CWH)
From
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