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Friday File: Earnings Hits and Misses

August 04, 2023

Friday File: Earnings Reports Support Growth Stories… so far

July 28, 2023

Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance

July 07, 2023

Friday File: Valuation Matters… and Why Don’t I Own Apple?

June 16, 2023

Friday File: Another Bet on Electrical Infrastructure

May 19, 2023

Friday File: Moving up in Quality

May 12, 2023

Friday File: Buying a Dinosaur

April 21, 2023

Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness

February 10, 2023

Friday File: More High Yield Speculation

January 27, 2023

Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction

January 13, 2023

Friday File: Nibbling on High Yields

December 23, 2022

Friday File: What To Do With Brookfield?

December 16, 2022

Friday File: Elections, Inflation Shock… What to do?

November 11, 2022

Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall

September 02, 2022

Friday File: Revenge on Private Equity?

August 12, 2022

Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…

July 22, 2022

Friday File: A Couple Buys on Reentry

July 15, 2022

Friday File: Hiding Places?

June 17, 2022

Friday File: Restaurant Royalties, and a little Wallowing in Pessimism

June 10, 2022

Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week

May 06, 2022

Friday File: Culling at the Bottom of the Portfolio

April 14, 2022

Friday File: Shuffling Pot Financiers

April 07, 2022

Friday File pt. 2: Mistakes Were Made

March 25, 2022

Friday File, pt.1: Breaking Rules for the Lock Box

March 24, 2022

Friday File: Riding the Overreaction Machine

March 18, 2022

Friday File: Nickel, Potash and Oil, Oh My!

March 11, 2022

Friday File: Warm Blankets and Rollercoasters

February 18, 2022

Friday File: Profiting from Infrastructure and Inflation

February 11, 2022

Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch

January 28, 2022

Friday File: Finding Solace in Asset Allocation

January 21, 2022

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