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Latest News about Perimeter Solutions (PRM)
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Friday File: Who Deserves Patience?
September 08, 2023
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Friday File: Earnings Hits and Misses
August 04, 2023
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Friday File: Moving up in Quality
May 12, 2023
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Brookfield Corp (BN)
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Friday File: Prophets of Doom
October 21, 2022
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Constellation Software (CSU/TO CNSWF)
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Friday File: Revenge on Private Equity?
August 12, 2022
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Switch (SWCH)
Illumina (ILMN)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Friday File: Nibbling on the Way Down
May 13, 2022
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Big Picture / Asset Allocation
The Trade Desk (TTD)
Camping World (CWH)
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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NewLake Capital Partners (NLCP)
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Power REIT (PW)
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Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
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American Tower (AMT)
Innovative Industrial Properties (IIPR)
3M (MMM)
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