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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Lamar Advertising (LAMR)
Lennar (LEN)
NuScale Power (SMR)
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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)
Dakota Gold (DC)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Nvidia (NVDA)
Brown & Brown (BRO)
Technology
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Big Picture / Asset Allocation
Goosehead Insurance (GSHD)
Schrodinger (SDGR)
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Friday File: Who’s Buying What?
November 15, 2024
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Alphabet (GOOGL GOOG)
Clarivate (CLVT)
Flutter (PDYPY)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Evolution (EVO/ST EVVTY EVGGF)
Celsius Holdings (CELH)
Toast (TOST)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Cloudflare (NET)
Pernod Ricard (RI/PA PRNDY PDRDF)
Trade Note
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Berkshire Hathaway (BRK/B)
Qurate (QRTEA QRTEB)
Par Technology (PAR)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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WESCO (WCC)
Stocks
Pershing Square USA (PSUS)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Corp (BN)
Brookfield Infrastructure Partners (BIP)
Roku (ROKU)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Kinsale Capital (KNSL)
Roku (ROKU)
Alphabet (GOOGL GOOG)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Big Picture / Asset Allocation
Microsoft (MSFT)
Friday File
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Friday File
Cloudflare (NET)
Howard Hughes Corp (HHC)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Cloudflare (NET)
Friday File
inTEST (INTT)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Moody's (MCO)
Paramount (PARA)
Liberty Sirius (LSXMA)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Technology
Toast
Par Technology (PAR)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Camping World (CWH)
Innovative Industrial Properties (IIPR)
Sea Ltd (SE)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Avalara (AVLR)
3M (MMM)
KKR & Co/ (KKR)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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SoFi
LendingClub (LC)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Amazon (AMZN)
Tesla Motors (TSLA)
Avalara (AVLR)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Trade Note
Bill Miller
Trump Media & Technology (DWAC SPAC)
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