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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Markel (MKL)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
UnitedHealth Group (UNH)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Corp (BN)
Dakota Gold (DC)
Brookfield Asset Management (BAM)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Foreign Investments
Westinghouse
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Topicus (TOI/V TOITF)
Domino's Pizza (DPZ)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Cloudflare (NET)
Pershing Square Holdings (PSH/AS PSHZF)
Nu Holdings (NU)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Royal Gold (RGLD)
Celsius Holdings (CELH)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Friday File
Cloudflare (NET)
Diageo (DEO)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Ethereum (ETH)
Dorchester Minerals (DMLP)
Trade Note
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Trade Note
ETFs or Mutual Funds
Alibaba (BABA)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
WESCO (WCC)
Dino Polska (DNP/W DNOPY)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
EQT (EQT)
Brown & Brown (BRO)
W/R/ Berkley (WRB)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Alphabet (GOOGL GOOG)
Life Storage (LSI)
Big Picture / Asset Allocation
From
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Howard Hughes Corp (HHC)
Keysight (KEYS)
Power REIT (PW)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Keysight (KEYS)
WESCO (WCC)
Markel (MKL)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Big Picture / Asset Allocation
Apple (AAPL)
Amerco (UHAL)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Alphabet (GOOGL GOOG)
Keysight (KEYS)
Markel (MKL)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
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Disney (DIS)
Brookfield Asset Management (BAM)
Upstart Holdings (UPST)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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KKR & Co/ (KKR)
Big Picture / Asset Allocation
Friday File
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Sea Ltd (SE)
Alphabet (GOOGL GOOG)
Avalara (AVLR)
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Royal Gold (RGLD)
Fastly (FSLY)
Innovative Industrial Properties (IIPR)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
Bill Miller
The Trade Desk (TTD)
Cloudflare (NET)
From
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