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Friday File: Another Supermax
September 15, 2023
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Brown & Brown (BRO)
Friday File
Apple (AAPL)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Trade Note
Guest Articles
Foreign Investments
From
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Royalty Pharmaceuticals (RPRX)
Atkore (ATKR)
Berkshire Hathaway (BRK/B)
From
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Friday File: Earnings Hits and Misses
August 04, 2023
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TransDigm (TDG)
Symbotic (SYM)
Friday File
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Marc Lichtenfeld
Stocks
Softbank (SFTBY)
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Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Big Picture / Asset Allocation
Friday File
Plug power (PLUG)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Teqnion (TEQ/ST)
Sandstorm Gold (SAND SSL/TO)
Coca Cola (KO)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Alphabet (GOOGL GOOG)
BWX Technologies (BWXT)
Motley Fool
From
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Friday File: Moving up in Quality
May 12, 2023
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Trade Note
Foreign Investments
Perimeter Solutions (PRM)
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Friday File: Buying a Dinosaur
April 21, 2023
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Emerson Electric (EMR)
Dino Polska (DNP/W DNOPY)
Friday File
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Friday File
Huntington Ingalls Industries (HII)
Microsoft (MSFT)
From
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Friday File: More High Yield Speculation
January 27, 2023
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TransEnterix (TRXC)
Brown & Brown (BRO)
Amazon (AMZN)
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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ICL Group (ICL)
Rolls/Royce (RR/L RYCEY RYCEF)
Technology
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Big Picture / Asset Allocation
DigitalBridge (DBRG)
Energy Transfer Partners (ETP)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Corp (BN)
Trade Note
Roku (ROKU)
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Huntington Ingalls Industries (HII)
Amerco (UHAL)
AFC Gamma (AFCG)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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CNH Industrial (CNHI)
Electronic Arts (EA)
Avalara (AVLR)
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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Illumina (ILMN)
Berkshire Hathaway (BRK/B)
TransDigm (TDG)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Paul Mampilly
Netflix (NFLX)
Trade Note
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Commodities / Natural Resources
Dream Finders Homes (DFH)
Technology
From
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Friday File: Hiding Places?
June 17, 2022
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Comcast (CMCSA)
NewLake Capital Partners (NLCP)
Dream Finders Homes (DFH)
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Visa (V)
Jeremy Grantham
DocuSign (DOCU)
From
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Guardant Health (GH)
Disney (DIS)
Roku (ROKU)
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Trade Note
Deterra Royalties (DRR/AX)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Big Picture / Asset Allocation
iShares 20+ Year Treasury Bond ETF (TLT)
Ginkgo BIoworks (DNA)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Sandstorm Gold (SAND SSL/TO)
Stocks
Markel (MKL)
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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ABB (ABB)
Trade Note
Technology
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Big Picture / Asset Allocation
Boston Omaha (BOMN)
Square (SQ)
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Netflix (NFLX)
Pershing Square Holdings (PSH/AS PSHZF)
Cambria Global Value (GVAL)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Royal Gold (RGLD)
MSC Industrial Direct (MSM)
Nvidia (NVDA)
From
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