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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Sandstorm Gold (SAND SSL/TO)
Markel (MKL)
Talen Energy (TLN)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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BioArctic (BIOA/B/ST BRCTF)
AdvisorShares Ranger Equity Bear ETF (HDGE)
Kinsale Capital (KNSL)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Touk Sinantha
John Fox
Five Below (FIVE)
From
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Friday File: Social Inflation Winner?
June 14, 2024
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Tom Gardner
Argentina
W/R/ Berkley (WRB)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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Apple (AAPL)
Dream Finders Homes (DFH)
options
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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John Deere (DE)
Trade Note
UIPath (PATH)
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Trade Note
Boston Omaha (BOC)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Textron (TXT)
Apple (AAPL)
Danaher (DHR)
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Standard Bio Tools (LAB)
Chapters Group (CHG/DE)
Trade Note
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Power REIT (PW)
gold
$100K Lock Box
From
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Chapters Group (CHG/DE)
Trade Note
Trump Media & Technology (DWAC SPAC)
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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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Stellantis (STLA)
Wheaton Precious Metals (WPM)
Kering (KER/PA PPRUY PPRUF)
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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EQT (EQT)
Acacia Research (ACTG)
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More Advertising for the Lock Box
March 14, 2024
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Magnite (MGNI)
PubMatic (PUBM)
Trade Note
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Friday File: Sweet Times
March 08, 2024
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Berkshire Hathaway (BRK/B)
Nvidia (NVDA)
Chubb (CB)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
Big Picture / Asset Allocation
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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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John Deere (DE)
Trade Note
The Trade Desk (TTD)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Brookfield Corp (BN)
Cloudflare (NET)
Acacia Research (ACTG)
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Friday File
AGCO (AGCO)
Brown & Brown (BRO)
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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SomaLogic (SLGC)
Chapters Group (CHG/DE)
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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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Alphabet (GOOGL GOOG)
Artificial Intelligence (A/I/)
Arthur J/ Gallagher (AJG)
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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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Atkore (ATKR)
Keysight (KEYS)
Brookfield Corp (BN)
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Liberty Braves (BATRA BATRB BATRK)
Constellation Software (CSU/TO CNSWF)
Pershing Square Holdings (PSH/AS PSHZF)
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Boston Omaha (BOC)
Par Technology (PAR)
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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Brookfield Corp (BN)
Tiptree (TIPT)
Brookfield Asset Management (BAM)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Infrastructure Partners (BIP)
Black Stone Minerals (BSM)
Cloudflare (NET)
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Hedging
Teqnion (TEQ/ST)
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Trade Note
Prologis (PLD)
Friday File
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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W/R/ Berkley (WRB)
Brookfield Corp (BN)
Berkshire Hathaway (BRK/B)
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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Journey Energy (JOY/TO JRNGF)
Paramount Resources (POU/TO PRMRF)
Tellurian (TELL)
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