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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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Trade Note
Universal Music Group (UMG/AS UMGNF)
Software Circle (SFT/L)
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Friday File
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Trade Note
W/R/ Berkley (WRB)
Qurate Preferreds (QRTEP)
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Friday File: Buffett, Burry and Brookfield
September 29, 2023
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Bruce Flatt
Warren Buffett
Brookfield Asset Management (BAM)
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Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Berkshire Hathaway (BRK/B)
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Friday File: Lock Box Check-in
September 01, 2023
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Markel (MKL)
Schrodinger (SDGR)
Berkshire Hathaway (BRK/B)
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Friday File
Dino Polska (DNP/W DNOPY)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
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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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Utilities Select Sector SPDR (XLU)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Trade Note
Goosehead Insurance (GSHD)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Daniel Loeb
Louis Navellier
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Berkshire Hathaway’s 50th Omaha Meeting
May 09, 2023
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Berkshire Hathaway (BRK/B)
Friday File
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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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Ferrari (RACE)
Paramount (PARA)
Greg Abel
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Markel (MKL)
Kerrisdale Capital
Nomi Prins
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Teqnion (TEQ/ST)
Qurate (QRTEA QRTEB)
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Markel (MKL)
Black Stone Minerals (BSM)
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Occidental Petroleum (OXY)
Friday File
Keysight (KEYS)
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
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Freehold Royalties (FRU/TO FRHLF)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Microsoft (MSFT)
Pilot Flying J
Linde (LIN)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Apple (AAPL)
Amazon (AMZN)
Berkshire Hathaway (BRK/B)
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Friday File: More High Yield Speculation
January 27, 2023
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Income Investing
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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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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Seth Klarman
Daniel Loeb
Bausch Health (BHC)
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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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Topicus (TOI/V TOITF)
Perimeter Solutions (PRM)
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Friday File: Buying a “God”
October 07, 2022
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natural gas
Tellurian (TELL)
Liquefied Natural Gas / LNG
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Brookfield Asset Management (BAM)
Brown & Brown (BRO)
Amerco (UHAL)
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Electronic Arts (EA)
Avalara (AVLR)
CNH Industrial (CNHI)
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Friday File: Revenge on Private Equity?
August 12, 2022
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IronSource (IS)
Switch (SWCH)
Applovin (APP)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Shopify (SHOP)
Wal/Mart (WMT)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Trade Note
Disney (DIS)
Perimeter Solutions (PRM)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Third Avenue Value
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