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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Chevron (CVX)
Nucor (NUE)
Norfolk Southern (NSC)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Corp (BN)
WIngstop (WING)
Toast (TOST)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File
Oklo (OKLO)
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Alphabet (GOOGL GOOG)
Stocks
GameStop (GME)
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Friday File: Who’s Buying What?
November 15, 2024
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David Einhorn
American Financial Group (AFG)
Dollar General (DG)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Triple Flag Precious Metals (TFPM/TO)
Celsius Holdings (CELH)
Cloudflare (NET)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Sandstorm Gold (SAND SSL/TO)
Diageo (DEO)
Textron (TXT)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Shopify (SHOP)
Ethereum (ETH)
Cloudflare (NET)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Alibaba (BABA)
Yiren Digital (YRD)
ETFs or Mutual Funds
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Qurate Preferreds (QRTEP)
Dino Polska (DNP/W DNOPY)
Broadridge Financial Solutions (BR)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Brown & Brown (BRO)
Markel (MKL)
Microsoft (MSFT)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Stocks
Nvidia (NVDA)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Stocks
Nvidia (NVDA)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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NVR (NVR)
Keysight (KEYS)
Big Picture / Asset Allocation
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Chevron (CHV)
Third Avenue Value
Bank of America (BAC)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Dream Finders Homes (DFH)
Costco (COST)
Cloudflare (NET)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Cloudflare (NET)
Perimeter Solutions (PRM)
Switch (SWCH)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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3M (MMM)
Ark Innovation ETF (ARKK)
Cloudflare (NET)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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AFC Gamma (AFCG)
Tencent (0700/HK TXTZF TCEHY)
Lemonade (LMND)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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AFC Gamma (AFCG)
Activision Blizzard (ATVI)
NewLake Capital Partners (NLCP)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Trade Note
Cloudflare (NET)
Bill Miller
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