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Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Friday File: More High Yield Speculation
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Friday File: Growing WITHOUT Big Tech?
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Friday File: Prophets of Doom
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
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Friday File: Hiding Places?
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
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Constellation Software (CSU/TO CNSWF)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Friday File: Diversifying Away From Yourself
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Friday File: Finding Solace in Asset Allocation
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Friday File: Buying at lower prices, Selling at higher risk levels
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
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