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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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UBER
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OpenAI
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
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Brookfield Corp (BN)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Chubb (CB)
Friday File
NuScale Power (SMR)
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Willis Towers Watson (WLTW)
Ulta Beauty (ULTA)
Sky Harbour (SKYH)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Friday File
Dino Polska (DNP/W DNOPY)
The Trade Desk (TTD)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Chapters Group (CHG/DE)
Enovis (ENOV)
Hershey (HSY)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Bitcoin (BTC)
Textron (TXT)
cryptocurrencies
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Pershing Square USA (PSUS)
Yiren Digital (YRD)
Cloudflare (NET)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Roku (ROKU)
Broadridge Financial Solutions (BR)
Brookfield Asset Management (BAM)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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American Tower (AMT)
Cloudflare (NET)
Goosehead Insurance (GSHD)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Public Storage (PSA)
Cloudflare (NET)
Nvidia (NVDA)
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)
Nvidia (NVDA)
NVR (NVR)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Big Picture / Asset Allocation
Markel (MKL)
Camping World (CWH)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Davita (DVA)
Cloudflare (NET)
Public Storage (PSA)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Berkshire Hathaway (BRK/B)
Target (TGT)
Friday File
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Camping World (CWH)
Brookfield Asset Management (BAM)
Big Picture / Asset Allocation
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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KKR & Co/ (KKR)
Ark Innovation ETF (ARKK)
3M (MMM)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Cloudflare (NET)
Technology
Amazon (AMZN)
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Amazon (AMZN)
Innovative Industrial Properties (IIPR)
Avalara (AVLR)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Miller Opportunity Trust (LGOAX)
Trump Media & Technology (DWAC SPAC)
Friday File
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