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Latest News about Berkshire Hathaway (BRK/B)
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Coca Cola (KO)
Hilton (HLT)
Royalty Pharmaceuticals (RPRX)
From
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Sandstorm Gold (SAND SSL/TO)
Friday File
Trade Note
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Brookfield Corp (BN)
Teqnion (TEQ/ST)
Chubb (CB)
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Friday File: Buffett, Burry and Brookfield
September 29, 2023
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Partners Value Investments LP (PVF/UN/V)
Brookfield Asset Management (BAM)
Brookfield Corp (BN)
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Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Alphabet (GOOGL GOOG)
Trade Note
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Friday File: Lock Box Check-in
September 01, 2023
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Par Technology (PAR)
Galaxy Digital Holdings (GLXY/TO BRPHF)
Friday File
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Kinsale Capital (KNSL)
D/ R/ Horton (DHI)
U/Haul Holdings (UHAL)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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UBER
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Pershing Square Holdings (PSH/AS PSHZF)
Apple (AAPL)
Stocks
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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WESCO (WCC)
Sandstorm Gold (SAND SSL/TO)
Friday File
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Traeger (COOK)
Pershing Square Holdings (PSH/AS PSHZF)
Rule Breakers
From
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Berkshire Hathaway’s 50th Omaha Meeting
May 09, 2023
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Berkshire Hathaway (BRK/B)
Friday File
Stocks
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Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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LVMH (MC/PA LVMUY LVMHF)
Wal/Mart (WMT)
Berkshire Hathaway (BRK/B)
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Exor (EXO/MI EXXRF)
DigitalBridge (DBRG)
Brian Dalton
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Stocks
Occidental Petroleum (OXY)
Porter Stansberry
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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covered call selling
Marc Lichtenfeld
Triple Flag Precious Metals (TFPM/TO)
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Altius Minerals (ALS/TO ATUSF)
Keysight (KEYS)
Berkshire Hathaway (BRK/B)
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
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Altius Minerals (ALS/TO ATUSF)
Royal Gold (RGLD)
Black Stone Minerals (BSM)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Occidental Petroleum (OXY)
Friday File
Galaxy Digital Holdings (GLXY/TO BRPHF)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Berkshire Hathaway (BRK/B)
Apple (AAPL)
Amazon (AMZN)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Intuitive Surgical (ISRG)
Shopify (SHOP)
The Trade Desk (TTD)
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Friday File: Hard to buy… but worth it? A New Addition to the Lock Box Portfolio
January 20, 2023
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Interactive Brokers (IBKR)
$100K Lock Box
Berkshire Hathaway (BRK/B)
From
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Ted Wechsler
Sea Ltd (SE)
Baupost Group
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Morgan Housel
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
From
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Friday File: Buying a “God”
October 07, 2022
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Tellurian (TELL)
Porter & Co/
Liquefied Natural Gas / LNG
From
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Public Storage (PSA)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Ford (F)
Stocks
Amazon (AMZN)
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Friday File: Revenge on Private Equity?
August 12, 2022
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Unity Software (U)
Applovin (APP)
Brookfield Asset Management (BAM)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Ginkgo BIoworks (DNA)
Ferrari (RACE)
Brown & Brown (BRO)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
Intuitive Surgical (ISRG)
Meta Platforms (META)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Public Storage (PSA)
Berkshire Hathaway (BRK/B)
Davita (DVA)
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