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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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Vox Royalty (VOXR)
Lamar Advertising (LAMR)
Universal Music Group (UMG/AS UMGNF)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Celsius Holdings (CELH)
Friday File
WIngstop (WING)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Permian Basin Royalty Trust (PBT)
Amazon (AMZN)
Brookfield Corp (BN)
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Schrodinger (SDGR)
Stocks
Brookfield Corp (BN)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Universal Music Group (UMG/AS UMGNF)
Warren Buffett
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Franco/Nevada (FNV)
Pershing Square Holdings (PSH/AS PSHZF)
Friday File
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Technology
Trade Note
The Trade Desk (TTD)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Textron (TXT)
Berkshire Hathaway (BRK/B)
Black Stone Minerals (BSM)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Tesla Motors (TSLA)
WESCO (WCC)
China
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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WESCO (WCC)
Broadridge Financial Solutions (BR)
Black Stone Minerals (BSM)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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American Tower (AMT)
Alphabet (GOOGL GOOG)
Sociedad Quimica y Minera de Chile (SQM)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Boston Omaha (BOC)
Brookfield Asset Management (BAM)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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NewLake Capital Partners (NLCP)
Nvidia (NVDA)
Pershing Square Holdings (PSH/AS PSHZF)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Universal Display (OLED)
NVR (NVR)
Kennedy Wilson (KW)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Friday File
Amazon (AMZN)
Cloudflare (NET)
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Target (TGT)
Berkshire Hathaway (BRK/B)
Markel (MKL)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Brookfield Asset Management (BAM)
Disney (DIS)
Dream Finders Homes (DFH)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Brookfield Asset Management (BAM)
Trade Note
Blackstone Group (BX)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Trade Note
Technology
Royalty Pharmaceuticals (RPRX)
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Alphabet (GOOGL GOOG)
WESCO (WCC)
GlobalFoundries
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Advanced Micro Devices (AMD)
GAN ltd (GAN)
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