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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Friday File: PAR, LAB, Chapters and Qurate
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Friday File: Buffett, Burry and Brookfield
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Friday File: Another Supermax
September 15, 2023
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
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Friday File: Another Bet on Electrical Infrastructure
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Berkshire Hathaway’s 50th Omaha Meeting
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Friday File
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Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
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Technology
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
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Friday File: Updates on Boston Omaha and Ecora
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Friday File: Gold, Energy Income and Fallen REITs
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Friday File: Royalties Worth a Buy?
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
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Friday File: Hits and Misses on the Earnings Front
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Friday File: More High Yield Speculation
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Friday File: Hard to buy… but worth it? A New Addition to the Lock Box Portfolio
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
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Friday File: Buying a “God”
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
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GOLD
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
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Friday File: Revenge on Private Equity?
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
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