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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Unity Software (U)
Woodside Petroleum (WPL/AX WOPEY)
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From
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Kinsale Capital (KNSL)
Ferrari (RACE)
Goosehead Insurance (GSHD)
From
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Friday File: LAB, Rainwater, Insurance and Berkshire
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Chubb (CB)
International General Insurance Holdings (IGIC)
Markel (MKL)
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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American Financial Group (AFG)
Vox Royalty (VOXR)
Franco/Nevada (FNV)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Beacon Roofing (BECN)
Danny Moses
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
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iShares Preferred & Income Securities (PFF)
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Invesco preferred ETF (PGX)
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
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Eli Lilly (LLY)
Kering (KER/PA PPRUY PPRUF)
Wheaton Precious Metals (WPM)
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Monday File: A Trade Note about Hedging
July 31, 2023
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Friday File
Options or Futures
Big Picture / Asset Allocation
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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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The Oxford Club
Vanguard Wellington (VWELX)
Domino's Pizza (DPZ)
From
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Osisko Gold Royalties (OR)
Innovative Industrial Properties (IIPR)
Enterprise Products Partners (EPD)
From
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Friday File: Freaking Out
September 24, 2021
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Shopify (SHOP)
Universal Music Group (UMG/AS)
Medical Properties Trust (MPW)
From
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