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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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Boston Omaha (BOC)
Markel (MKL)
Constellation Software (CSU/TO CNSWF)
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Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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NuScale Power (SMR)
Nike (NKE)
Amazon (AMZN)
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Friday File: Who’s Buying What?
November 15, 2024
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Nike (NKE)
Capital One (COF)
Markel (MKL)
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Restaurant Brands International (QSR)
Palantir
Brookfield Asset Management (BAM)
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Carl Icahn
Todd Combs
Barry Rosenstein
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Stock Gumshoe
Friday File pt. 2: Mistakes Were Made
March 25, 2022
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NewLake Capital Partners (NLCP)
Sea Ltd (SE)
PubMatic (PUBM)
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Avantis International Small Cap Value (AVDV)
DocuSign (DOCU)
The Trade Desk (TTD)
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Stock Gumshoe
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