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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Roku (ROKU)
Trade Note
Guest Articles
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Brown & Brown (BRO)
Burford Capital (BUR)
Woodside Petroleum (WPL/AX WOPEY)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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United Rentals (URI)
David Poppe
Vulcan Materials (VMC)
From
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Friday File: Social Inflation Winner?
June 14, 2024
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Burford Capital (BUR)
Apple (AAPL)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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Vistra (VST)
gold
options
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Diageo (DEO)
Toast (TOST)
Pershing Square USA (PSUS)
From
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Boston Omaha (BOC)
Trade Note
Friday File
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Berkshire Hathaway (BRK/B)
Markel (MKL)
Thales (HO/PA THLLY THLEF)
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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W/R/ Berkley (WRB)
Trade Note
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Model N (MODN)
$100K Lock Box
Vaulted
From
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Boston Omaha (BOC)
Friday File
Chapters Group (CHG/DE)
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Trade Note
Options or Futures
Market Vectors Junior Gold Miners ETF (GDXJ)
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Equitrans (ETRN)
Toast (TOST)
David Einhorn
From
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More Advertising for the Lock Box
March 14, 2024
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Integral Ad Science (IAS)
Criteo (CRTO)
Trade Note
From
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Friday File: Sweet Times
March 08, 2024
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Markel (MKL)
Dino Polska (DNP/W DNOPY)
Travelers (TRV)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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cryptocurrencies
ALPS Alerian MLP (AMLP)
Keysight (KEYS)
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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SoundHound AI (SOUN)
TuSimple (TSP)
Toast (TOST)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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WESCO (WCC)
China
Brookfield Corp (BN)
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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W/R/ Berkley (WRB)
Enterprise Products Partners (EPD)
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Friday File
Liberty Sirius (LSXMA)
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Markel (MKL)
Microsoft (MSFT)
Toast (TOST)
From
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Nvidia (NVDA)
Keysight (KEYS)
Occidental Petroleum (OXY)
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Berkshire Hathaway (BRK/B)
Royalty Pharmaceuticals (RPRX)
Friday File
From
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Trade Note
Friday File
The Trade Desk (TTD)
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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
Brookfield Asset Management (BAM)
Nvidia (NVDA)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Corp (BN)
Broadridge Financial Solutions (BR)
WESCO (WCC)
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Friday File: Insurance and Tech Earnings
October 27, 2023
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American Tower (AMT)
Teqnion (TEQ/ST)
Kinsale Capital (KNSL)
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Altius Minerals (ALS/TO ATUSF)
American Tower (AMT)
Sandstorm Gold (SAND SSL/TO)
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Berkshire Hathaway (BRK/B)
Markel (MKL)
Toast (TOST)
From
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Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Medical Properties Trust (MPW)
Berry Petroleum (BRY)
Disney (DIS)
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