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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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Uber
Boston Omaha (BOC)
Spring Valley Acquisition II (SVII)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Celsius Holdings (CELH)
Toast (TOST)
Brookfield Corp (BN)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Big Picture / Asset Allocation
Oklo (OKLO)
Texas Pacific Land Trust (TPL)
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Brookfield Corp (BN)
Alphabet (GOOGL GOOG)
Cloudflare (NET)
From
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Friday File: Who’s Buying What?
November 15, 2024
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WESCO (WCC)
CONSOL Energy (CEIX)
Liberty Global (LBTYK LBTYA)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Shopify (SHOP)
Pershing Square USA (PSUS)
Kinsale Capital (KNSL)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Friday File
Income Investing
Huntington Ingalls Industries (HII)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Trade Note
Stansberry's Investment Advisory
Cloudflare (NET)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Pershing Square
Tencent (0700/HK TXTZF TCEHY)
Friday File
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Advanced Micro Devices (AMD)
Markel (MKL)
Dino Polska (DNP/W DNOPY)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Friday File
Markel (MKL)
EQT (EQT)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Stocks
Microsoft (MSFT)
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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NVR (NVR)
Brookfield Asset Management (BAM)
NewLake Capital Partners (NLCP)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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WESCO (WCC)
Camping World (CWH)
Medical Properties Trust (MPW)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Apple (AAPL)
Amazon (AMZN)
Bank of America (BAC)
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Alphabet (GOOGL GOOG)
Par Technology (PAR)
Toast
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Dream Finders Homes (DFH)
Keysight (KEYS)
Power REIT (PW)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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CGM Focus Fund (CGMFX)
Construction Partners (ROAD)
Cloudflare (NET)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Lemonade (LMND)
Tencent (0700/HK TXTZF TCEHY)
Friday File
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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NewLake Capital Partners (NLCP)
Jetblue (JBLU)
Match Group (MTCH)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Match Group (MTCH)
Brown & Brown (BRO)
Bill Miller
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