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Friday File: Another Supermax
September 15, 2023
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Friday File
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From
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Friday File: Who Deserves Patience?
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Friday File: Earnings Hits and Misses
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Friday File
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
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Friday File: More High Yield Speculation
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Friday File
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Friday File: Nibbling on High Yields
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Friday File: What To Do With Brookfield?
December 16, 2022
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
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Friday File: Revenge on Private Equity?
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Friday File: A Couple Buys on Reentry
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Friday File: Hiding Places?
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
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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: Culling at the Bottom of the Portfolio
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Friday File: Shuffling Pot Financiers
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Friday File pt. 2: Mistakes Were Made
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Friday File
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Friday File: Riding the Overreaction Machine
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