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Friday File: Another Supermax
September 15, 2023
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Apple (AAPL)
Exor (EXO/AS EXXRF)
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From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Friday File
From
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Friday File: Bargains and Busts as Earnings Season fades
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From
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Friday File: Earnings Hits and Misses
August 04, 2023
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Friday File
From
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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
July 07, 2023
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Bloom Energy (BE)
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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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From
Stock Gumshoe
Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Nvidia (NVDA)
Northrop Grumman (NOC)
Whitney Tilson
From
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Friday File: Moving up in Quality
May 12, 2023
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Friday File: Buying a Dinosaur
April 21, 2023
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From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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From
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Friday File: More High Yield Speculation
January 27, 2023
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Berkshire Hathaway (BRK/B)
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From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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From
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Friday File: Nibbling on High Yields
December 23, 2022
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Friday File
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From
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Friday File: What To Do With Brookfield?
December 16, 2022
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From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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From
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Friday File: Revenge on Private Equity?
August 12, 2022
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From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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From
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Friday File: A Couple Buys on Reentry
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From
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Friday File: Hiding Places?
June 17, 2022
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From
Stock Gumshoe
Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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From
Stock Gumshoe
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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From
Stock Gumshoe
Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Friday File: Shuffling Pot Financiers
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From
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Friday File pt. 2: Mistakes Were Made
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From
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Friday File, pt.1: Breaking Rules for the Lock Box
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From
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Friday File: Riding the Overreaction Machine
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Friday File: Nickel, Potash and Oil, Oh My!
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From
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Friday File: Warm Blankets and Rollercoasters
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From
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